How big is Calson Management, LLC's plan?

Calson Management, LLC's plan reported $155K in assets and 208 participants for 2024.

Original filing (PDF)20251015123048NAL0002411251001

Calson Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Calson Management, LLC 401(k) Plan

401(k) retirement plan · Calson Management, LLC's Calson Management, LLC 401(k) Plan held $155K in plan assets for 208 participants in 2024.

Signals · 1

No auditor on file

Active participants

208

Accounts w/ balance

Plan assets (EOY)

$155K

Net assets (EOY)

$155K

Plan identifiers

Calson Management, LLC's EIN is 83-0748683.

EIN 83-0748683

Plan number 001

Plan year 2024

ACK ID 20251015123048NAL0002411251001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Calson Management, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALSON MANAGEMENT, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score