How big is Monica A. Callen, CFP's plan?

Monica A. Callen, CFP's plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20250709142359NAL0003409363001

Monica A. Callen, CFP

Name: Monica A. Callen, CFP — Monica A. Callen, CFP 401(k), Form 5500 (2024)
Creator: Monica A. Callen, CFP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monica A. Callen, CFP 401(k) Plan

401(k) retirement plan · Monica A. Callen, CFP's Monica A. Callen, CFP 401(k) Plan held $1.3M in plan assets for 2 participants in 2024.

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

Monica Callen signed Monica A. Callen, CFP's 2024 Form 5500 as plan administrator.

Monica Callen — 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

Monica A. Callen, CFP's EIN is 47-4044223.

EIN 47-4044223

Plan number 001

Plan year 2024

ACK ID 20250709142359NAL0003409363001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monica A. Callen, CFP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monica A. Callen, CFP'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 MONICA A. CALLEN, CFP.

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