How big is Calmwater Financial Group LLC's plan?

Calmwater Financial Group LLC's plan reported $10.1M in assets and 20 participants for 2024.

Original filing (PDF)20250724110247NAL0005218593001

Calmwater Financial Group LLC

Name: Calmwater Financial Group LLC — Calmwater Financial, Form 5500 (2024)
Creator: Calmwater Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calmwater Financial Group 401(k) Plan

401(k) retirement plan · Calmwater Financial Group LLC's Calmwater Financial Group 401(k) Plan held $10.1M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

Plan identifiers

Calmwater Financial Group LLC's EIN is 42-1628496.

EIN 42-1628496

Plan number 001

Plan year 2024

ACK ID 20250724110247NAL0005218593001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calmwater Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calmwater Financial Group LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Knocking points off