How big is Mike Calvert, LLC's plan?

Mike Calvert, LLC's plan reported $1.9M in assets and 198 participants for 2024.

Original filing (PDF)20250919093354NAL0001019155001

Mike Calvert, LLC

Name: Mike Calvert, LLC — Mike Calvert Toyota 401(k) Plan, Form 5500 (2024)
Creator: Mike Calvert, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mike Calvert Toyota 401(k) Plan

401(k) retirement plan · Mike Calvert, LLC's Mike Calvert Toyota 401(k) Plan held $1.9M in plan assets for 198 participants in 2024.

Signals · 1

No auditor on file

Active participants

198

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Mike Calvert, LLC's EIN is 86-1229724.

EIN 86-1229724

Plan number 001

Plan year 2024

ACK ID 20250919093354NAL0001019155001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mike Calvert, 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 MIKE CALVERT, 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 (2nd percentile).

Helping the score