How big is Callowhill Capital Advisors, LLC's plan?

Callowhill Capital Advisors, LLC's plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20251015084100NAL0004091713001

Callowhill Capital Advisors, LLC

Name: Callowhill Capital Advisors, LLC — Callowhill, Form 5500 (2024)
Creator: Callowhill Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Callowhill Capital Advisors 401(k) Plan

401(k) retirement plan · Callowhill Capital Advisors, LLC's Callowhill Capital Advisors 401(k) Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Sandra Kurtz Baxter signed Callowhill Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Sandra Kurtz Baxter — 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

Callowhill Capital Advisors, LLC's EIN is 82-3807361.

EIN 82-3807361

Plan number 001

Plan year 2024

ACK ID 20251015084100NAL0004091713001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Callowhill Capital Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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