How big is Caltius Capital Management, LP's plan?

Caltius Capital Management, LP's plan reported $27.5M in assets and 20 participants for 2024.

Original filing (PDF)20250602134115NAL0017430784001

Caltius Capital Management, LP

Name: Caltius Capital Management, LP — Caltius Capital, Form 5500 (2024)
Creator: Caltius Capital Management, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caltius Capital Management, LP 401(k) Plan

401(k) retirement plan · Caltius Capital Management, LP's Caltius Capital Management, LP 401(k) Plan held $27.5M in plan assets for 20 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$27.5M

Net assets (EOY)

$27.5M

People on this filing

Melissa GEE signed Caltius Capital Management, LP's 2024 Form 5500 as plan administrator.

Melissa GEE — 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

Caltius Capital Management, LP's EIN is 95-4831367.

EIN 95-4831367

Plan number 001

Plan year 2024

ACK ID 20250602134115NAL0017430784001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caltius Capital Management, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caltius Capital Management, LP'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 CALTIUS CAPITAL MANAGEMENT, LP.

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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