How big is Calloway & Associates' plan?

Calloway & Associates' plan reported $255K in assets and 1 participants for 2024.

Original filing (PDF)20250724092147NAL0006711984001

Calloway & Associates

Name: Calloway & Associates — Calloway & Associates 401(k), Form 5500 (2024)
Creator: Calloway & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calloway & Associates 401(k) Plan

401(k) retirement plan · Calloway & Associates' Calloway & Associates 401(k) Plan held $255K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$255K

Net assets (EOY)

$255K

People on this filing

Helen Calloway signed Calloway & Associates' 2024 Form 5500 as plan administrator.

Helen Calloway — 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

Calloway & Associates' EIN is 56-2206967.

EIN 56-2206967

Plan number 001

Plan year 2024

ACK ID 20250724092147NAL0006711984001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calloway & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calloway & Associates' 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 CALLOWAY & ASSOCIATES.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

CALLOWAY & ASSOCIATES

EIN

all filings

Address

8961 HARVEST OAKS DR., SUITE 201 · RALEIGH, NC · 27615

Phone

(919) 847-5454

Industry

Admin Support & Waste Mgmt

Plan administrator