How big is California Inheritance Group's plan?

California Inheritance Group's plan reported $1.1M in assets and 5 participants for 2025.

Original filing (PDF)20260413100817NAL0020218611001

California Inheritance Group

Name: California Inheritance Group — California Inheritanc, Form 5500 (2025)
Creator: California Inheritance Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

California Inheritance Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · California Inheritance Group's California Inheritance Group 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Alison Wentzel signed California Inheritance Group's 2025 Form 5500 as plan administrator.

Alison Wentzel — 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

California Inheritance Group's EIN is 20-2626254.

EIN 20-2626254

Plan number 001

Plan year 2025

ACK ID 20260413100817NAL0020218611001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for California Inheritance Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

California Inheritance Group'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 CALIFORNIA INHERITANCE GROUP.

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score