Sponsor portfolio
CALEGARI & MORRIS, ACCOUNTANTS, A PROFESSIONAL CORPORATION
EIN 94-2186350accountingLatest filing 2025
Plans
1
Retirement
1
$50.2M assets
Welfare
0
Participants
63
650 CALIFORNIA STREET, 3RD FLOOR - SAN FRANCISCO, CA 94108415-981-8766LinkedIn51-200 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | CALEGARI & MORRIS, ACCOUNTANTS, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $50.2M | 63 | 2025 |
Retirement plans