Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$3.3M
Filings through .
Sall Spencer Callas & Krueger
EIN 33-0006629legal servicesLatest filing 2025
Plans
3
Retirement
3
$6.5M assets
Health & Benefits
0
Participants
22
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $6.5M assets / 22 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SALL SPENCER CALLAS & KRUEGER 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$3.3M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SALL SPENCER CALLAS & KRUEGER CASH BALANCE PENSION PLAN
Cash balance
Assets$2.8M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SALL SPENCER CALLAS & KRUEGER PROFIT SHARING PLAN
Profit-sharing
Assets$316K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SALL SPENCER CALLAS & KRUEGER 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $3.3M | 8 | 2025 |
| #003 | SALL SPENCER CALLAS & KRUEGER CASH BALANCE PENSION PLAN | Cash balance | $2.8M | 6 | 2025 |
| #002 | SALL SPENCER CALLAS & KRUEGER PROFIT SHARING PLAN | Profit-sharing | $316K | 8 | 2025 |
- #001 · 401(k) · 20258
- #003 · Cash balance · 20256
- #002 · Profit-sharing · 20258
Retirement plans