Original filing (PDF)20251015132312NAL0002478547003

CALFEE HALTER & GRISWOLD, LLP

Name: CALFEE HALTER & GRISWOLD, LLP — CALFEE HALTER & GRISWOLD LLP SAVINGS INVESTMENT TRUST AND PLAN, Form 5500 (2024)
Creator: CALFEE HALTER & GRISWOLD, LLP

Form 5500-SF

FILING_RECEIVED

CALFEE HALTER & GRISWOLD LLP SAVINGS INVESTMENT TRUST AND PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALFEE HALTER & GRISWOLD, LLP.

Plan sponsor

Name

CALFEE HALTER & GRISWOLD, LLP

EIN

34-0732302

Address

1405 EAST SIXTH STREET · CLEVELAND, OH · 44114

Phone

(216) 622-8200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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