Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WELLS CALL A PROFESSIONAL CORPORATION
EIN 68-0030610Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
26
1455 OLIVER ROAD, SUITE 110 - FAIRFIELD, CA 94533707-426-5300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 26 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
WELLS, CALL, CLARK, BENNETT & CLAWSON A PC 401(K) PROFIT SHARING PLAN
401k
Assets$3.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WELLS, CALL, CLARK, BENNETT & CLAWSON A PC CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants12
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 | WELLS, CALL, CLARK, BENNETT & CLAWSON A PC 401(K) PROFIT SHARING PLAN | 401k | $3.1M | 14 | 2025 | |
| 002 | WELLS, CALL, CLARK, BENNETT & CLAWSON A PC CASH BALANCE PLAN | CashBalance | $1.7M | 12 | 2025 |
Retirement plans