Original filing (PDF)20250422113711NAL0002271907001

CALISHER & ASSOCIATES, INC.

Name: CALISHER & ASSOCIATES, INC. — CALISHER & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CALISHER & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

CALISHER & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 CALISHER & ASSOCIATES, INC..

Plan sponsor

Name

CALISHER & ASSOCIATES, INC.

EIN

33-0691290

Address

555 CORPORATE DRIVE, SUITE 115 · LADERA RANCH, CA · 92694

Phone

(714) 766-5882

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

SYAND CORPORATION

SYAND CORPORATION 401(K) PROFIT SHARING PLAN

$1.6M · 17 participants

OHANA ADVISORS MANAGEMENT, LLC

OHANA ADVISORS MANAGEMENT 401(K) PLAN & TRUST

$1.6M · 9 participants

TRAINOR MANAGEMENT, INC.

TRAINOR MANAGEMENT 401(K)

$1.6M · 3 participants

K2 ENVIRONMENTAL LLC

K2 ENVIRONMENTAL LLC 401(K) PSP

$1.6M · 10 participants

SHABAS SOLUTIONS, LLC

SHABAS SOLUTIONS LLC 401(K) PLAN

$1.6M · 22 participants