How big is Calise Partners, LLC's plan?

Calise Partners, LLC's plan reported $6.4M in assets and 97 participants for 2024.

Original filing (PDF)20251015185259NAL0010835298001

Calise Partners, LLC

Name: Calise Partners, LLC — Calise Partners, LLC 401(k), Form 5500 (2024)
Creator: Calise Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calise Partners, LLC 401(k) Plan

401(k) retirement plan · Calise Partners, LLC's Calise Partners, LLC 401(k) Plan held $6.4M in plan assets for 97 participants in 2024.

Active participants

Accounts w/ balance

114

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Chelsea McCleskey signed Calise Partners, LLC's 2024 Form 5500 as plan administrator.

Chelsea McCleskey — 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

Calise Partners, LLC's EIN is 75-2963113.

EIN 75-2963113

Plan number 001

Plan year 2024

ACK ID 20251015185259NAL0010835298001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calise Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calise Partners, LLC'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 CALISE PARTNERS, LLC.

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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