How big is Kalorama Partners LLC's plan?

Kalorama Partners LLC's plan reported $237K in assets and 3 participants for 2023.

Original filing (PDF)20240712144249NAL0017780001001

Kalorama Partners LLC

Name: Kalorama Partners LLC — Kalorama Partners LLC 401(k), Form 5500 (2023)
Creator: Kalorama Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kalorama Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kalorama Partners LLC's Kalorama Partners LLC 401(k) Profit Sharing Plan & Trust held $237K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$237K

Net assets (EOY)

$237K

People on this filing

Shelly Estep signed Kalorama Partners LLC's 2023 Form 5500 as plan administrator.

Shelly Estep — 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

Kalorama Partners LLC's EIN is 80-0059771.

EIN 80-0059771

Plan number 001

Plan year 2023

ACK ID 20240712144249NAL0017780001001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kalorama Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kalorama 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 KALORAMA 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

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 (96th percentile).

Plan sponsor

Name

KALORAMA PARTNERS LLC

EIN

all filings

Address

1130 CONNECTICUT AVENUE NW · SUITE 710 · WASHINGTON, DC · 20036

Phone

(202) 721-0000

Industry

Other Services (ex. Public Admin)

Plan administrator