How big is Callan Capital LLC's plan?

Callan Capital LLC's plan reported $5.5M in assets and 13 participants for 2024.

Original filing (PDF)20250914195544NAL0000356963001

Callan Capital LLC

Name: Callan Capital LLC — Callan Capital LLC Defined, Form 5500 (2024)
Creator: Callan Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Callan Capital LLC Defined Benefit Pension Plan

Defined-benefit pension plan · Callan Capital LLC's Callan Capital LLC Defined Benefit Pension Plan held $5.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

Callan Capital LLC's EIN is 20-8228510.

EIN 20-8228510

Plan number 002

Plan year 2024

ACK ID 20250914195544NAL0000356963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Callan Capital LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Callan Capital LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALLAN CAPITAL LLC.

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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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score