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
90
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Knocking points off
Filed 2.5 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
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..
Plan sponsor
Name
CAL WEST ASSET MANAGEMENT INC.
DBA
CAL WEST PROPERTY MANAGEMENT
EIN
20-0601198
Address
5671 SANTA TERESA BLVD STE 102 · SAN JOSE, CA · 951236515
