Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $763K assets / 9 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CALA & COMPANY, INC. CASH BALANCE PENSION PLAN AND TRUST | Cash balance | $652K | 4 | 2025 |
| #001 | CALA & COMPANY, INC. PROFIT SHARING/401(K) PLAN AND TRUST | 401(k) | $111K | 5 | 2024 |