How big is Calendo Puckett Sheedy LLP's plan?

Calendo Puckett Sheedy LLP's plan reported $2.2M in assets and 14 participants for 2025.

Original filing (PDF)20260518131636NAL0000119699001

Calendo Puckett Sheedy LLP

Name: Calendo Puckett Sheedy LLP — CPS Retirement Plan, Form 5500 (2025)
Creator: Calendo Puckett Sheedy LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CPS Retirement Plan

Defined-contribution retirement plan · Calendo Puckett Sheedy LLP's CPS Retirement Plan held $2.2M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Stephen Calendo signed Calendo Puckett Sheedy LLP's 2025 Form 5500 as plan administrator.

Stephen Calendo — 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

Calendo Puckett Sheedy LLP's EIN is 95-4294743.

EIN 95-4294743

Plan number 001

Plan year 2025

ACK ID 20260518131636NAL0000119699001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Calendo Puckett Sheedy LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Calendo Puckett Sheedy LLP's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALENDO PUCKETT SHEEDY LLP.

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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