Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALISTA TOOLS, LLC
EIN 20-2537933wholesaleLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALISTA TOOLS, LLC CASH BALANCE PLAN
CashBalance
Assets$4.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CALISTA TOOLS, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$128K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALISTA TOOLS, LLC CASH BALANCE PLAN | CashBalance | $4.5M | 8 | 2024 | |
| 002 | CALISTA TOOLS, LLC PROFIT SHARING PLAN | ProfitSharing | $128K | 6 | 2025 |
Retirement plans