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Sponsor portfolioTH

CALCOT, LTD.

EIN 95-0594301-farming-Latest filing 2025
Plans
2
Retirement
2
$10.0M assets
Welfare
0
Participants
71
P.O. BOX 259 - BAKERSFIELD, CA 93302661-395-5961calcot.comLinkedIn11-50 employeesfarming
Plans on this EIN
2 filings
#003401k-$9.8M - 48 part#004401k-$153K - 23 part

Retirement portfolio analytics

2 plans aggregated / $10.0M assets / 71 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • 401(K) RETIREMENT PLAN (#003)98%
  • BARGAINING UNITS 401(K) (#004)2%
Total $10.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#003)48
  • BARGAINING UNITS 401(K) (#004)23
Total 71Click 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#003

CALCOT, LTD. 401(K) RETIREMENT PLAN

401k

Assets$9.8M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CALCOT BARGAINING UNITS 401(K) PLAN

401k

Assets$153K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CALCOT, LTD. 401(K) RETIREMENT PLAN401k$9.8M482025
004CALCOT BARGAINING UNITS 401(K) PLAN401k$153K232025
Retirement plans
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