Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALLAN CAPITAL LLC
EIN 20-8228510financial servicesLatest filing 2024
Plans
2
Retirement
2
$8.8M assets
Welfare
0
Participants
42
1250 PROSPECT STREET, SUITE 1 - LA JOLLA, CA 92037858-551-3800callancapital.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.8M assets / 42 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#002
CALLAN CAPITAL LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$5.5M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CALLAN CAPITAL, LLC 401(K) SAVINGS PLAN
401k
Assets$3.3M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CALLAN CAPITAL LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $5.5M | 20 | 2024 | |
| 001 | CALLAN CAPITAL, LLC 401(K) SAVINGS PLAN | 401k | $3.3M | 22 | 2024 |
Retirement plans