Original filing (PDF)20250711124636NAL0009606640001

COLLINSWORTH, SPECHT, CALKINS & GIAMPAOLI, LLP

Name: COLLINSWORTH, SPECHT, CALKINS & GIAMPAOLI, LLP — COLLINSWORTH, SPECHT, CALKINS & GIAMPAOLI, LLP 401(K) PLAN, Form 5500 (2024)
Creator: COLLINSWORTH, SPECHT, CALKINS & GIAMPAOLI, LLP

Form 5500-SF

FILING_RECEIVED

COLLINSWORTH, SPECHT, CALKINS & GIAMPAOLI, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

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 COLLINSWORTH, SPECHT, CALKINS & GIAMPAOLI, LLP.

Plan sponsor

Name

COLLINSWORTH, SPECHT, CALKINS & GIAMPAOLI, LLP

EIN

45-2500190

Address

9665 CHESAPEAKE DRIVE, SUITE 305 · SAN DIEGO, CA · 92123

Phone

(858) 549-2800

Industry

Law Offices· 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

2025-07-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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 Law Offices plans

ZALKIND DUNCAN & BERNSTEIN LLP

ZALKIND DUNCAN & BERNSTEIN LLP 401(K) PROFIT SHRING PLAN

$6.1M · 12 participants

CUTI HECKER WANG LLP

CUTI HECKER WANG LLP 401(K) SAVINGS PLAN

$6.1M · 8 participants

EBERLE BERLIN KADING ETAL

EBERLE BERLIN KADING TURNBOW & MCKLVEEN

$6.1M · 19 participants

OSBORNE, HELMAN, SCOTT, KNISELY & STANTON, LLP

OSBORNE, HELMAN, SCOTT, KNISELY & STANTON, LLP RETIREMENT PLAN

$6.1M · 24 participants

BERNARD, CASSISA, ELLIOTT & DAVI