· 2022–2024 · DOL EFAST2

California Research Trials LLC — California Research, Form 5500 (2025)

Original filing (PDF)20260721141436NAL0008849987001

California Research Trials LLC

Form 5500-SF

FILING_RECEIVED

California Research Trials LLC - 401(k)

401(k) retirement plan · California Research Trials LLC's California Research Trials LLC - 401(k) held $49K in plan assets for 4 participants in 2025.

Active participants

4

Accounts w/ balance

2

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

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

50

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CALIFORNIA RESEARCH TRIALS LLC

EIN

27-4027164all filings

Address

18800 AMAR RD STE A7 · WALNUT, CA · 91789

Phone

(714) 635-7100

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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