How big is Calder Financial LLC's plan?

Calder Financial LLC's plan reported $74K in assets and 2 participants for 2024.

Original filing (PDF)20250717095744NAL0000021571001

Calder Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Calder Financial LLC 401(k) Plan

401(k) retirement plan · Calder Financial LLC's Calder Financial LLC 401(k) Plan held $74K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$74K

Net assets (EOY)

$74K

People on this filing

Casey Calder signed Calder Financial LLC's 2024 Form 5500 as plan administrator.

Casey Calder — 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

Calder Financial LLC's EIN is 82-2222753.

EIN 82-2222753

Plan number 002

Plan year 2024

ACK ID 20250717095744NAL0000021571001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Calder Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Knocking points off