Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EDWARD W CALLAN
EIN 33-0317857legal servicesLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
4
3830 VALLEY CENTRE DRIVE, NO. 705, PMB 452 - SAN DIEGO, CA 92130858-259-5533LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 4 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#001
EDWARD W CALLAN PROFIT SHARING RETIREMENT PLAN
ProfitSharing
Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY PURCHASE PLAN
MoneyPurchase
Assets$571K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EDWARD W CALLAN PROFIT SHARING RETIREMENT PLAN | ProfitSharing | $1.1M | 2 | 2025 | |
| 002 | EDWARD W CALLAN RETIREMENT PL & TR SELF-EMPLOYED MONEY PURCHASE PLAN | MoneyPurchase | $571K | 2 | 2025 |
Retirement plans