How big is Calabrese Associates, PC's plan?

Calabrese Associates, PC's plan reported $242K in assets and 5 participants for 2024.

Original filing (PDF)20251014092456NAL0005262338001

Calabrese Associates, PC

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

Form 5500-SF

FILING_RECEIVED

Calabrese Associates, PC 401(k) Plan

401(k) retirement plan · Calabrese Associates, PC's Calabrese Associates, PC 401(k) Plan held $242K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

People on this filing

Michael J. Calabrese signed Calabrese Associates, PC's 2024 Form 5500 as plan administrator.

Michael J. Calabrese — 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

Calabrese Associates, PC's EIN is 36-4407609.

EIN 36-4407609

Plan number 001

Plan year 2024

ACK ID 20251014092456NAL0005262338001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Calabrese Associates, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

CALABRESE ASSOCIATES, PC

EIN

all filings

Address

4200 CANTERA DRIVE · SUITE 200 · WARRENVILLE, IL · 60555

Phone

(630) 430-8011

Industry

Law Offices· Professional & Technical Services

Plan administrator