How big is Calmark Group, LLC's plan?

Calmark Group, LLC's plan reported $4.3M in assets and 183 participants for 2024.

Original filing (PDF)20250625105618NAL0008021137001

Calmark Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Calmark Group, LLC 401(k)/Profit Sharing Plan and Trust

401(k) retirement plan · Calmark Group, LLC's Calmark Group, LLC 401(k)/Profit Sharing Plan and Trust held $4.3M in plan assets for 183 participants in 2024.

Signals · 1

No auditor on file

Active participants

183

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Kenneth Lichner signed Calmark Group, LLC's 2024 Form 5500 as plan administrator.

Kenneth Lichner — 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

Calmark Group, LLC's EIN is 90-0816597.

EIN 90-0816597

Plan number 001

Plan year 2024

ACK ID 20250625105618NAL0008021137001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Calmark Group, 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 CALMARK GROUP, 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