How big is Leonel Calderon's plan?

Leonel Calderon's plan reported $1.3M in assets and 1 participants for 2025.

Original filing (PDF)20260511102108NAL0011773186001

Leonel Calderon

Name: Leonel Calderon — Leonel Calderon 401(k) Plan, Form 5500 (2025)
Creator: Leonel Calderon
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leonel Calderon 401(k) Plan

401(k) retirement plan · Leonel Calderon's Leonel Calderon 401(k) Plan held $1.3M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

LISA Berry for Daybright signed Leonel Calderon's 2025 Form 5500 as plan administrator.

LISA Berry for Daybright — 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

Leonel Calderon's EIN is 47-2587898.

EIN 47-2587898

Plan number 001

Plan year 2025

ACK ID 20260511102108NAL0011773186001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Leonel Calderon from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Leonel Calderon's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEONEL CALDERON.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

LEONEL CALDERON

EIN

all filings

Address

64 EASTON ROAD · WESTPORT, CT · 06880

Phone

(203) 247-1148

Industry

Finance & Insurance

Plan administrator