CALLAN LLC 401(k) Plan
What public Form 5500 filings show about the CALLAN LLC 401(k) plan — and how to find and check your own account.
The CALLAN LLC 401(k) on its latest Form 5500
CALLAN LLC (EIN 94-2192581) reports CALLAN LLC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $219.5M in plan assets across 205 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CALLAN LLC filing — schedules, fees, and providers.
Who runs the CALLAN LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CALLAN LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, FINANCIAL ENGINES ADVISORS, CORIENT PRIVATE WEALTH.
How to check your CALLAN LLC 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask CALLAN LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).