Original filing (PDF)20250509165158NAL0013943041001

CAL PAC SHEET METAL, INC.

Name: CAL PAC SHEET METAL, INC. — CP/OCM RETIREMENT PLAN, Form 5500 (2024)
Creator: CAL PAC SHEET METAL, INC.

Form 5500-SF

FILING_RECEIVED

CP/OCM RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAL PAC SHEET METAL, INC..

Plan sponsor

Name

CAL PAC SHEET METAL, INC.

EIN

33-0610337

Address

2720 S. MAIN ST. · STE B · SANTA ANA, CA · 927073404

Phone

(714) 979-2733

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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