Retirement plan

CAL-LIFT, INC. 401(K) AND PROFIT SHARING PLAN

Name: CAL-LIFT, INC. - CAL-LIFT, INC. 401(K) AND PROFIT SHARING PLAN (2025) Form 5500
Creator: CAL-LIFT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAL-LIFT, INC. 401(K) AND PROFIT SHARING PLAN, CAL-LIFT, INC.

CAL-LIFT, INC.EIN 95-2311664Plan #002PY 2025

13027 CROSSROADS PKWY SOUTH - CITY OF INDUSTRY, CA 91746562-566-1400cal-lift.comLinkedIn51-200 employeeslogistics and supply chain

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$9.9M

+17.9% from 2024

Total participants

106

+8.2% from 2024

Average account balance

$104,643

+10.4% from 2024

Annual return

16.74%

-15.00 pp from 2024

Benchmarks

See 1,337 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort1,337 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$9.94M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$105K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

86.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$738K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.74%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$6849

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2J2T2E3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$651K

$7935 / participant

Other / not subdivided$651K100.0%

% of EOY assets

6.545%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$104,643

$123,478-15.3%

$216,567-51.7%

$94,015+11.3%

Participation rate

86.6%

75.1%+11.5pp

81.6%+4.9pp

70.8%+15.8pp

Annual return

16.74%

23.61%-6.9pp

12.94%+3.8pp

17.84%-1.1pp

Employer contribution / active EE

$1,829

$3,136-41.7%

$5,216-64.9%

$2,790-34.4%

Participant deferral / active EE

$7,166

$4,556+57.3%

$6,191+15.8%

$4,249+68.6%

Admin fee / account holder

$6,849

$12,753-46.3%

$21,981-68.8%

$8,951-23.5%

CAL-LIFT, INC. 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAL-LIFT, INC. 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion