Sponsor portfolio
CALISE PARTNERS, LLC
EIN 75-2963113marketing and advertisingLatest filing 2024
Plans
1
Retirement
1
$6.4M assets
Welfare
0
Participants
132
1201 MAIN ST STE 1800 - DALLAS, TX 752023939214-572-3900calisepartners.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALISE PARTNERS, LLC 401(K) PLAN | 401k | $6.4M | 132 | 2024 |
Retirement plans