· 2022–2024 · DOL EFAST2

Calderhead & Lockemeyer, LLC — Calderhead, Form 5500 (2025)

Original filing (PDF)20260713104940NAL0000090224001

Calderhead & Lockemeyer, LLC

Form 5500-SF

FILING_RECEIVED

Calderhead, Lockemeyer and Peschke 401(k) Plan

401(k) retirement plan · Calderhead & Lockemeyer, LLC's Calderhead, Lockemeyer and Peschke 401(k) Plan held $3.8M in plan assets for 14 participants in 2025.

Active participants

14

Accounts w/ balance

16

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

74

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALDERHEAD & LOCKEMEYER, LLC.

Plan sponsor

Name

CALDERHEAD & LOCKEMEYER, LLC

EIN

31-1585650all filings

Address

6281 TRI RIDGE BLVD STE 210 · LOVELAND, OH · 45140

Phone

(513) 576-1060

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

Rothkoff Law Group, PC

Rothkoff Law Group, PC 401(k) Profit Sharing Plan

$3.8M · 34 participants

Urban Thier & Federer PA

Urban Thier & Federer PA 401(k) Plan

$3.8M · 12 participants

Longfellow, Landy & Revell LLP

Longfellow, Landy & Revell Profit Sharing Plan

$3.8M · 17 participants

Gary C. Johnson, P.S.C.

Gary C. Johnson, P.S.C. 401(k) Plan

$3.8M · 41 participants

Feingold & Alpert, LLP

Feingold & Alpert, LLP 401(k) Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.