· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KALAMATA ASSET MANAGEMENT LLC — KALAMATA CAPITAL GROUP, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718102046NAL0002240336001
KALAMATA ASSET MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
KALAMATA CAPITAL GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
62
Accounts w/ balance
66
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KALAMATA ASSET MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
KALAMATA ASSET MANAGEMENT LLC
EIN
38-3994043
Address
7200 WISCONSIN AVE · SUITE 500 · BETHESDA, MD · 20814
Phone
(240) 752-8686
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2F · ERISA section 404(c)
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
MITCHELL, VAUGHT AND TAYLOR, INC.
MVT 401(K) PLAN
$1.2M · 6 participants
TETON TRUST COMPANY LLC
TETON TRUST COMPANY LLC 401(K) PLAN
$1.2M · 18 participants
LAUREL WEALTH PLANNING
LAUREL WEALTH PLANNING 401(K) SAVINGS PLAN
$1.2M · 8 participants
GRAPH STRATEGY USA LP
GRAPH USA DEFINED BENEFIT PLAN
$1.2M · 12 participants
CONSCIOUS DECISION, LLC
CONSCIOUS DECISION 401(K) PLAN
$1.2M · 6 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GMJ INSURANCE SERVICES, LLC
GMJ INSURANCE SERVICES, LLC 401K PLAN
$1.2M · 14 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
