How big is Calvert Impact OTOF, LLC's plan?

Calvert Impact OTOF, LLC's plan reported $12.6M in assets and 52 participants for 2024.

Original filing (PDF)20250930104246NAL0005445091001

Calvert Impact OTOF, LLC

Name: Calvert Impact OTOF, LLC — Calvert Impact Capital, Form 5500 (2024)
Creator: Calvert Impact OTOF, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calvert Impact Capital 401(k) Plan

401(k) retirement plan · Calvert Impact OTOF, LLC's Calvert Impact Capital 401(k) Plan held $12.6M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

People on this filing

ANN Elizabeth Dobbyn signed Calvert Impact OTOF, LLC's 2024 Form 5500 as plan administrator.

ANN Elizabeth Dobbyn — 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

Calvert Impact OTOF, LLC's EIN is 93-4222556.

EIN 93-4222556

Plan number 001

Plan year 2024

ACK ID 20250930104246NAL0005445091001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Calvert Impact OTOF, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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