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Sponsor portfolio

CALA & COMPANY, INC.

EIN 47-1094408-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$495K assets
Welfare
0
Participants
9
1 HILLTOP LANE - BURLINGTON, KS 66839620-203-8544
Plans on this EIN
2 filings
#002CashBalance-$384K - 4 part#001401k-$111K - 5 part

Retirement portfolio analytics

2 plans aggregated / $495K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PLAN AND TRUST (#002)77%
  • PLAN AND TRUST (#001)23%
Total $495KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)5
  • PLAN AND TRUST (#002)4
Total 9Click 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#002

CALA & COMPANY, INC. CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$384K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CALA & COMPANY, INC. PROFIT SHARING/401(K) PLAN AND TRUST

401k

Assets$111K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CALA & COMPANY, INC. CASH BALANCE PENSION PLAN AND TRUSTCashBalance$384K42024
001CALA & COMPANY, INC. PROFIT SHARING/401(K) PLAN AND TRUST401k$111K52024
Retirement plans
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