How big is Calvert Retail, L.P.'s plan?

Calvert Retail, L.P.'s plan reported $3.8M in assets and 31 participants for 2024.

Original filing (PDF)20251008162007NAL0006122705001

Calvert Retail, L.P.

Name: Calvert Retail, L.P. — Calvert Retail 401(k) Plan, Form 5500 (2024)
Creator: Calvert Retail, L.P.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calvert Retail 401(k) Plan

401(k) retirement plan · Calvert Retail, L.P.'s Calvert Retail 401(k) Plan held $3.8M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Calvert Retail, L.P.'s EIN is 51-0392171.

EIN 51-0392171

Plan number 001

Plan year 2024

ACK ID 20251008162007NAL0006122705001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calvert Retail, L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calvert Retail, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALVERT RETAIL, L.P..

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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