How big is Calculated Research & Technology, I's plan?

Calculated Research & Technology, I's plan reported $3.6M in assets and 23 participants for 2024.

Original filing (PDF)20250728142824NAL0003151968001

Calculated Research & Technology, I

Name: Calculated Research & Technology, I — Calculated, Form 5500 (2024)
Creator: Calculated Research & Technology, I
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calculated Research & Technology 401(k) Plan

401(k) retirement plan · Calculated Research & Technology, I's Calculated Research & Technology 401(k) Plan held $3.6M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Heidi Gosar signed Calculated Research & Technology, I's 2024 Form 5500 as plan administrator.

Heidi Gosar — 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

Calculated Research & Technology, I's EIN is 87-0501057.

EIN 87-0501057

Plan number 001

Plan year 2024

ACK ID 20250728142824NAL0003151968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calculated Research & Technology, I from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calculated Research & Technology, I's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALCULATED RESEARCH & TECHNOLOGY, I.

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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