Original filing (PDF)20250811090529NAL0016068402001

CAMPBELL MANAGEMENT, LLC

Name: CAMPBELL MANAGEMENT, LLC — MIKE CAMPBELL & ASSOCIATES, LTD. 401(K) PLAN, Form 5500 (2024)
Creator: CAMPBELL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

MIKE CAMPBELL & ASSOCIATES, LTD. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMPBELL MANAGEMENT, LLC.

Plan sponsor

Name

CAMPBELL MANAGEMENT, LLC

EIN

45-5011298

Address

10907 DOWNEY AVE, SUITE 203 · DOWNEY, CA · 90241

Phone

(626) 626-2888

Industry

Wholesale Tradesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

101

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

CALIFORNIA INNOVATIONS (U.S.) INC.

CALIFORNIA INNOVATIONS (US), INC. 401(K) PLAN AND TRUST

$1.4M · 9 participants

POLY BAG, LLC

THE PROFIT SHARING PLAN OF POLY BAG, LLC

$1.4M · 3 participants

WENDY WEIHE STORLIE INC.

WWS TRADING 401(K) PLAN

$1.4M · 10 participants

GRT INTERNATIONAL, INC.

GRT INTERNATIONAL, INC. SAFE HARBOR 401(K) PLAN

$1.4M · 2 participants

PRE BRANDS, LLC

PRE BRANDS LLC 401(K) PLAN

$1.4M · 15 participants