How big is Kalamata Asset Management LLC's plan?

Kalamata Asset Management LLC's plan reported $1.2M in assets and 62 participants for 2024.

Original filing (PDF)20250718102046NAL0002240336001

Kalamata Asset Management LLC

Name: Kalamata Asset Management LLC — Kalamata Capital, Form 5500 (2024)
Creator: Kalamata Asset Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kalamata Capital Group, LLC 401(k) Plan

401(k) retirement plan · Kalamata Asset Management LLC's Kalamata Capital Group, LLC 401(k) Plan held $1.2M in plan assets for 62 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Marcus Bowie signed Kalamata Asset Management LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Kalamata Asset Management LLC's EIN is 38-3994043.

EIN 38-3994043

Plan number 001

Plan year 2024

ACK ID 20250718102046NAL0002240336001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kalamata Asset Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kalamata Asset Management LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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