Calculated Risk Group LLC
Plan context: CALCULATED RISK 401(K) PLAN
EIN 47-3866902 • Bedford, TX • 10 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
147
2024 Assets
$2,064,810
2024 Contributions
$273,223
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 147 | $0 | $0 | - |
| Navigant Holdings Employee Benefit Plan | - | 147 | - | - | - |
| 2023 | 2 | 88 | $0 | $0 | - |
| CALCULATED RISK 401(K) PLAN | - | 0 | $0 | $0 | - |
| Navigant Holdings Employee Benefit Plan | - | 88 | - | - | - |
| 2022 | 2 | 104 | $2,064,810 | $273,223 | $2,627iApproximate average salary by contribution assumption: employee only about $65,679 at 4% or $43,786 at 6%; with 50% employer match about $43,786 at 4% or $29,190 at 6%; with 100% employer match about $32,839 at 4% or $21,893 at 6%. |
| CALCULATED RISK 401(K) PLAN | - | 0 | $2,064,810 | $273,223 | - |
| Navigant Holdings Employee Benefit Plan | - | 104 | - | - | - |
| 2021 | 1 | 167 | $2,487,231 | $637,803 | $3,819iApproximate average salary by contribution assumption: employee only about $95,479 at 4% or $63,653 at 6%; with 50% employer match about $63,653 at 4% or $42,435 at 6%; with 100% employer match about $47,740 at 4% or $31,826 at 6%. |
| CALCULATED RISK 401(K) PLAN | - | 167 | $2,487,231 | $637,803 | $3,819iApproximate average salary by contribution assumption: employee only about $95,479 at 4% or $63,653 at 6%; with 50% employer match about $63,653 at 4% or $42,435 at 6%; with 100% employer match about $47,740 at 4% or $31,826 at 6%. |
| 2020 | 1 | 152 | $2,096,753 | $534,425 | $3,516iApproximate average salary by contribution assumption: employee only about $87,899 at 4% or $58,599 at 6%; with 50% employer match about $58,599 at 4% or $39,066 at 6%; with 100% employer match about $43,949 at 4% or $29,300 at 6%. |
| CALCULATED RISK 401(K) PLAN | - | 152 | $2,096,753 | $534,425 | $3,516iApproximate average salary by contribution assumption: employee only about $87,899 at 4% or $58,599 at 6%; with 50% employer match about $58,599 at 4% or $39,066 at 6%; with 100% employer match about $43,949 at 4% or $29,300 at 6%. |
| 2018 | 1 | 239 | $0 | $0 | - |
| Calculated Risk Group LLC Welfare Benefit Plan | - | 239 | - | - | - |
| 2017 | 1 | 187 | $0 | $0 | - |
| Calculated Risk Group LLC Welfare Benefit Plan | - | 187 | - | - | - |
| 2016 | 1 | 177 | $0 | $0 | - |
| Calculated Risk Group LLC Welfare Benefit Plan | - | 177 | - | - | - |