Filings through .
Sponsor portfolio
Callsource
EIN 95-4806858information servicesLatest filing 2025
Plans
1
Retirement
1
$8.3M assets
Welfare
0
Participants
172
27001 AGOURA ROAD, SUITE 200 - CALABASAS, CA 91301818-673-4722callsource.comLinkedIn51-200 employeesinformation services
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 | |
|---|---|---|---|---|---|---|
| 001 | CALLSOURCE 401(K) PLAN | 401(k) | $8.3M | 172 | 2025 |
Retirement plans
Welfare plans