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Sponsor portfolio

A.C. CALDERONI & COMPANY, INC.

EIN 94-3108105-Manufacturing-Latest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
14
99 NORTH HILL DRIVE - BRISBANE, CA 94005415-468-2282
Plans on this EIN
2 filings
#001401k-$2.5M - 8 part#002CashBalance-$836K - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PSP & TRUST (#001)75%
  • CASH BALANCE PLAN (#002)25%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PSP & TRUST (#001)8
  • CASH BALANCE PLAN (#002)6
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

A.C. CALDERONI COMPANY, INC. 401(K) PSP & TRUST

401k

Assets$2.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

A.C. CALDERONI & COMPANY, INC. CASH BALANCE PLAN

CashBalance

Assets$836K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001A.C. CALDERONI COMPANY, INC. 401(K) PSP & TRUST401k$2.5M82024
002A.C. CALDERONI & COMPANY, INC. CASH BALANCE PLANCashBalance$836K62024
Retirement plans
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