How big is Callais Capital Management, LLC's plan?

Callais Capital Management, LLC's plan reported $154K in assets and 4 participants for 2024.

Original filing (PDF)20250530121647NAL0008075889001

Callais Capital Management, LLC

Name: Callais Capital Management, LLC — Callais Capital, Form 5500 (2024)
Creator: Callais Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Callais Capital Management, LLC 401(k) Plan

401(k) retirement plan · Callais Capital Management, LLC's Callais Capital Management, LLC 401(k) Plan held $154K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

People on this filing

Harold Callais signed Callais Capital Management, LLC's 2024 Form 5500 as plan administrator.

Harold Callais — 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

Callais Capital Management, LLC's EIN is 47-2363990.

EIN 47-2363990

Plan number 001

Plan year 2024

ACK ID 20250530121647NAL0008075889001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Callais Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALLAIS CAPITAL MANAGEMENT, 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

Helping the score