How big is James L. Callan, Inc.'s plan?

James L. Callan, Inc.'s plan reported $3.0M in assets and 3 participants for 2025.

Original filing (PDF)20260311140328NAL0005927458001

James L. Callan, Inc.

Name: James L. Callan, Inc. — James L. Callan, Inc. Profit, Form 5500 (2025)
Creator: James L. Callan, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James L. Callan, Inc. Profit Sharing Plan

Defined-contribution retirement plan · James L. Callan, Inc.'s James L. Callan, Inc. Profit Sharing Plan held $3.0M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

James J. Callan signed James L. Callan, Inc.'s 2025 Form 5500 as plan administrator.

James J. Callan — 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

James L. Callan, Inc.'s EIN is 39-0745229.

EIN 39-0745229

Plan number 001

Plan year 2025

ACK ID 20260311140328NAL0005927458001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James L. Callan, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James L. Callan, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

JAMES L. CALLAN, INC.

EIN

all filings

Address

1505 WAUWATOSA AVENUE · WAUWATOSA, WI · 53213

Phone

(414) 258-5410

Industry

Real Estate

Plan administrator