Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CALLAHAN & ASSOCIATES, INC.
EIN 52-1401942financial servicesLatest filing 2025
Plans
2
Retirement
2
$26.7M assets
Welfare
0
Participants
230
1001 CONNECTICUT AVENUE NW STE 1001 - WASHINGTON, DC 20036202-223-3920callahan.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $26.7M assets / 230 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
CALLAHAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$18.4M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CALLAHAN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$8.3M
Participants100
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 | CALLAHAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $18.4M | 130 | 2025 | |
| 003 | CALLAHAN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.3M | 100 | 2025 |
Retirement plans