How big is CALL Tracking Metrics LLC's plan?

CALL Tracking Metrics LLC's plan reported $6.1M in assets and 83 participants for 2024.

Original filing (PDF)20250519151551NAL0001214083001

CALL Tracking Metrics LLC

Name: CALL Tracking Metrics LLC — CALL Tracking Metrics, Form 5500 (2024)
Creator: CALL Tracking Metrics LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CALL Tracking Metrics LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · CALL Tracking Metrics LLC's CALL Tracking Metrics LLC 401(k) Profit Sharing Plan & Trust held $6.1M in plan assets for 83 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

Shannon Duvall signed CALL Tracking Metrics LLC's 2024 Form 5500 as plan administrator.

Shannon Duvall — 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

CALL Tracking Metrics LLC's EIN is 46-0921190.

EIN 46-0921190

Plan number 001

Plan year 2024

ACK ID 20250519151551NAL0001214083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CALL Tracking Metrics LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CALL Tracking Metrics LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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