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Sponsor portfolio

SALL SPENCER CALLAS & KRUEGER

EIN 33-0006629-legal services-Latest filing 2025
Plans
3
Retirement
3
$6.1M assets
Welfare
0
Participants
25
32351 COAST HWY - LAGUNA BEACH, CA 926516703949-499-2942LinkedIn11-50 employeeslegal services
Plans on this EIN
3 filings
#001401k-$3.3M - 8 part#003CashBalance-$2.5M - 8 part#002ProfitSharing-$259K - 9 part

Retirement portfolio analytics

3 plans aggregated / $6.1M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PLAN & TRUST (#001)55%
  • CASH BALANCE PENSION (#003)41%
  • PROFIT SHARING PLAN (#002)4%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)9
  • PLAN & TRUST (#001)8
  • CASH BALANCE PENSION (#003)8
Total 25Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SALL SPENCER CALLAS & KRUEGER 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

SALL SPENCER CALLAS & KRUEGER CASH BALANCE PENSION PLAN

CashBalance

Assets$2.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SALL SPENCER CALLAS & KRUEGER PROFIT SHARING PLAN

ProfitSharing

Assets$259K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001SALL SPENCER CALLAS & KRUEGER 401(K) PROFIT SHARING PLAN & TRUST401k$3.3M82025
003SALL SPENCER CALLAS & KRUEGER CASH BALANCE PENSION PLANCashBalance$2.5M82024
002SALL SPENCER CALLAS & KRUEGER PROFIT SHARING PLANProfitSharing$259K92024
Retirement plans
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