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Original filing (PDF)20251015120328NAL0006014592001
CALIFORNIA COMMERCIAL SOLAR, INC.
Form 5500
FILING_RECEIVED
CALCOM SOLAR 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
63
Accounts w/ balance
124
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2045 Fund Vanguard 0" is 28% of plan.
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIFORNIA COMMERCIAL SOLAR, INC..
Plan sponsor
Name
CALIFORNIA COMMERCIAL SOLAR, INC.
EIN
46-0706520
Address
9479 N FORT WASHINGTON RD · SUITE 105 · FRESNO, CA · 93730
Phone
(559) 667-9200
Industry
Constructionsee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $5K | — |
Investments
27 direct securities· $7.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.1M | 28.2% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $831K | 11.2% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $757K | 10.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $494K | 6.6% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $487K | 6.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $466K | 6.3% | |
| Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $417K | 5.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $371K | 5.0% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $210K | 2.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $207K | 2.8% | |
| Vanguard Real Estate Index Adm Vanguard 0 526 Vanguard Health Care Adm Vanguard 0 | — | — | — | $157K | 2.1% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $114K | 1.5% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $109K | 1.5% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $107K | 1.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $93K | 1.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $62K | 0.8% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $62K | 0.8% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $57K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $55K | 0.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $55K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $54K | 0.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $54K | 0.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $52K | 0.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $30K | 0.4% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $22K | 0.3% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $13K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $11K | 0.1% |
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