How big is Callan Associates, Ltd.'s plan?

Callan Associates, Ltd.'s plan reported $3.9M in assets and 6 participants for 2024.

Original filing (PDF)20250505161056NAL0005994323001

Callan Associates, Ltd.

Name: Callan Associates, Ltd. — Callan Associates, Ltd., Form 5500 (2024)
Creator: Callan Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Callan Associates, Ltd. 401(k) Plan

401(k) retirement plan · Callan Associates, Ltd.'s Callan Associates, Ltd. 401(k) Plan held $3.9M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Marianne C. Ray signed Callan Associates, Ltd.'s 2024 Form 5500 as plan administrator.

Marianne C. Ray — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Callan Associates, Ltd.'s EIN is 36-3244500.

EIN 36-3244500

Plan number 001

Plan year 2024

ACK ID 20250505161056NAL0005994323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Callan Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Callan Associates, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALLAN ASSOCIATES, LTD..

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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

Vendor & structure

100

Helping the score