CALTON & ASSOCIATES, INC. 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Active participants
53
Accounts w/ balance
53
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
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
64
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALTON & ASSOCIATES, INC..
Plan sponsor
Name
CALTON & ASSOCIATES, INC.
EIN
59-2845944
Address
2701 N. ROCKY POINT DR. · SUITE 1000 · TAMPA, FL · 33607
