How big is Calhoun Sands Valuation & Adviso's plan?

Calhoun Sands Valuation & Adviso's plan reported $1.1M in assets and 14 participants for 2024.

Original filing (PDF)20250611114606NAL0012197811001

Calhoun Sands Valuation & Adviso

Name: Calhoun Sands Valuation & Adviso — Calhoun Sands, Form 5500 (2024)
Creator: Calhoun Sands Valuation & Adviso
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calhoun Sands Valuation & Advisory, Inc.401(k)

401(k) retirement plan · Calhoun Sands Valuation & Adviso's Calhoun Sands Valuation & Advisory, Inc.401(k) held $1.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Bennett Sands signed Calhoun Sands Valuation & Adviso's 2024 Form 5500 as plan administrator.

Bennett Sands — 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

Calhoun Sands Valuation & Adviso's EIN is 46-3179719.

EIN 46-3179719

Plan number 001

Plan year 2024

ACK ID 20250611114606NAL0012197811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calhoun Sands Valuation & Adviso from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calhoun Sands Valuation & Adviso's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALHOUN SANDS VALUATION & ADVISO.

Finding similar companies…

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

Helping the score