How big is CALM.COM Inc.'s plan?

CALM.COM Inc.'s plan reported $29.0M in assets and 290 participants for 2024.

Original filing (PDF)20250519165245NAL0000799089001

CALM.COM Inc.

Name: CALM.COM Inc. — CALM.COM, Inc. 401(k) Plan, Form 5500 (2024)
Creator: CALM.COM Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CALM.COM, Inc. 401(k) Plan

401(k) retirement plan · CALM.COM Inc.'s CALM.COM, Inc. 401(k) Plan held $29.0M in plan assets for 290 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

290

Accounts w/ balance

455

Plan assets (EOY)

$29.0M

Net assets (EOY)

$29.0M

People on this filing

Sarah Mann signed CALM.COM Inc.'s 2024 Form 5500 as plan administrator.

Sarah Mann — 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

CALM.COM Inc.'s EIN is 45-5293119.

EIN 45-5293119

Plan number 001

Plan year 2024

ACK ID 20250519165245NAL0000799089001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CALM.COM Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CALM.COM Inc.'s plan includes a 401(k) feature, automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 5K (0% of contributions).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CALM.COM INC.

EIN

all filings

Address

77 GEARY ST. 3RD FLOOR · SAN FRANCISCO, CA · 94108

Phone

(925) 285-5678

Industry

Professional & Technical Services

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

2025-05-19

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2E · Profit-sharing

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$20K	—

Investments

25 direct securities· $28.8M(99% of reported assets)

Mutual Funds

$21.4M

14 holdings

Common Collective Trusts

$6.3M

8 holdings

Other securities

$651K

1 holding

Self-Directed Brokerage

$373K

1 holding

U.S. Treasuries

$13K

1 holding

					% of plan
Fidelity Freedom Index 2055 IPR Fund "	Mutual Funds	—	—	$7.1M	24.6%
Fidelity Freedom Index 2050 IPR Fund "	Mutual Funds	—	—	$4.9M	17.0%
Fidelity 500 Index Fund "	Common Collective Trusts	—	—	$4.2M	14.6%
Fidelity Freedom Index 2060 IPR Fund "	Mutual Funds	—	—	$3.1M	10.8%
Fidelity Freedom Index 2040 IPR Fund "	Mutual Funds	—	—	$2.6M	8.8%
Fidelity Freedom Index 2045 IPR Fund "	Mutual Funds	—	—	$2.5M	8.6%
JPMorgan Growth Advantage Fund R6 "	Other securities	—	—	$651K	2.2%
Fidelity Freedom Index 2035 IPR Fund "	Mutual Funds	—	—	$626K	2.2%
Fidelity International Index Fund "	Common Collective Trusts	—	—	$556K	1.9%
Fidelity Mid Cap Index Fund "	Common Collective Trusts	—	—	$506K	1.7%
Fidelity Small Cap Index Fund "	Common Collective Trusts	—	—	$458K	1.6%
Brokeragelink Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$373K	1.3%
Fidelity US Bond Index Fund "	Common Collective Trusts	—	—	$218K	0.8%
Fidelity Freedom Index 2065 IPR Fund "	Mutual Funds	—	—	$170K	0.6%
Calvert US Large-Cap Core Responsible Index Fund R6 Mutual fund	Common Collective Trusts	—	—	$156K	0.5%
Fidelity Freedom Index 2030 IPR Fund "	Mutual Funds	—	—	$145K	0.5%
Dodge & Cox Stock Fund Class X "	Mutual Funds	—	—	$121K	0.4%
Fidelity Real Estate Index Fund "	Common Collective Trusts	—	—	$109K	0.4%
Fidelity Emerging Markets Index Fund "	Common Collective Trusts	—	—	$98K	0.3%
American Funds International Growth & Income Fund R6 "	Mutual Funds	—	—	$37K	0.1%
Vanguard Strategic Small-Cap Equity Fund Investor Shares "	Mutual Funds	—	—	$23K	<0.1%
Fidelity Freedom Index 2020 IPR Fund "	Mutual Funds	—	—	$14K	<0.1%
Gabelli US Treasury Money Market Fund Class I "	U.S. Treasuries	—	—	$13K	<0.1%
Fidelity Freedom Index 2025 IPR Fund "	Mutual Funds	—	—	$7K	<0.1%
Dodge & Cox Income Fund Class X "	Mutual Funds	—	—	$6K	<0.1%