Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALMETTO MANAGEMENT GROUP, INC.
EIN 20-3399719non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$9.9M assets
Welfare
0
Participants
25
103 N. MAPLE STREET - SIMPSONVILLE, SC 29681864-962-2201calmetto.comLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.9M assets / 25 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
CALMETTO MANAGEMENT GROUP, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$6.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CALMETTO MANAGEMENT GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants13
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 | CALMETTO MANAGEMENT GROUP, INC. PROFIT SHARING PLAN | ProfitSharing | $6.7M | 12 | 2025 | |
| 002 | CALMETTO MANAGEMENT GROUP, INC. CASH BALANCE PLAN | CashBalance | $3.1M | 13 | 2025 |
Retirement plans