How big is Callaway Financial Services' plan?

Callaway Financial Services' plan reported $131K in assets and 1 participants for 2024.

Original filing (PDF)20250717110724NAL0000235760001

Callaway Financial Services

Name: Callaway Financial Services — Callaway Financial, Form 5500 (2024)
Creator: Callaway Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Callaway Financial Services 401(k) Plan

Defined-contribution retirement plan · Callaway Financial Services' Callaway Financial Services 401(k) Plan held $131K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

Plan identifiers

Callaway Financial Services' EIN is 75-2838097.

EIN 75-2838097

Plan number 001

Plan year 2024

ACK ID 20250717110724NAL0000235760001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Callaway Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Callaway Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALLAWAY FINANCIAL SERVICES.

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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