How big is Caledonian Inc.'s plan?

Caledonian Inc.'s plan reported $33K in assets and 10 participants for 2024.

Original filing (PDF)20250717162734NAL0000344611001

Caledonian Inc.

Name: Caledonian Inc. — Caledonian Inc. 401(k) Plan, Form 5500 (2024)
Creator: Caledonian Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caledonian Inc. 401(k) Plan

401(k) retirement plan · Caledonian Inc.'s Caledonian Inc. 401(k) Plan held $33K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

People on this filing

Marcus Bowie signed Caledonian Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Caledonian Inc.'s EIN is 90-0124188.

EIN 90-0124188

Plan number 001

Plan year 2024

ACK ID 20250717162734NAL0000344611001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caledonian Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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