How big is Cal West Asset Management Inc.'s plan?

Cal West Asset Management Inc.'s plan reported $932K in assets and 4 participants for 2024.

Original filing (PDF)20260202113208NAL0000634371001

Cal West Asset Management Inc.

Name: Cal West Asset Management Inc. — Form 5500 (2024)
Creator: Cal West Asset Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Cal West Asset Management Inc. held $932K in plan assets for 4 participants in 2024.

Signals · 1

Late filing · 2.5 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$932K

Net assets (EOY)

$932K

People on this filing

Julie LUCI Collins signed Cal West Asset Management Inc.'s 2024 Form 5500 as plan administrator.

Julie LUCI Collins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cal West Asset Management Inc.'s EIN is 20-0601198.

EIN 20-0601198

Plan number 001

Plan year 2024

ACK ID 20260202113208NAL0000634371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cal West Asset Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cal West Asset Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAL WEST ASSET MANAGEMENT INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off