Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Callahan & Associates, Inc.
EIN 52-1401942financial servicesLatest filing 2025
Plans
2
Retirement
2
$26.7M assets
Health & Benefits
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 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
CALLAHAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$18.4M
Participants130
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
CALLAHAN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$8.3M
Participants100
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CALLAHAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $18.4M | 130 | 2025 |
| #003 | CALLAHAN & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.3M | 100 | 2025 |
- #001 · 401(k) · 2025130
- #003 · ESOP · 2025100
Retirement plans