How big is Cal Financial Group's plan?

Cal Financial Group's plan reported $446K in assets and 15 participants for 2025.

Original filing (PDF)20260427220121NAL0014189936049

Cal Financial Group

Name: Cal Financial Group — Cal Financial 401(k) Plan, Form 5500 (2025)
Creator: Cal Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cal Financial 401(k) Plan

401(k) retirement plan · Cal Financial Group's Cal Financial 401(k) Plan held $446K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$446K

Net assets (EOY)

$446K

People on this filing

Elantha Barry signed Cal Financial Group's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Cal Financial Group's EIN is 47-1637849.

EIN 47-1637849

Plan number 001

Plan year 2025

ACK ID 20260427220121NAL0014189936049

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cal Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cal Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAL FINANCIAL GROUP.

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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