Original filing (PDF)20241022112034NAL0002635153001

Calculated Risk Group, LLC

Name: Calculated Risk Group, LLC — Calculated Risk 401(k), Form 5500 (2023)
Creator: Calculated Risk Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calculated Risk 401(k) Plan

401(k) retirement plan · Calculated Risk Group, LLC's Calculated Risk 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Calculated Risk Group, LLC's EIN is 47-3866902.

EIN 47-3866902

Plan number 001

Plan year 2023

ACK ID 20241022112034NAL0002635153001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Calculated Risk Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Calculated Risk Group, LLC'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 CALCULATED RISK GROUP, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score