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Original filing (PDF)20231012175012NAL0021887987001
CALIFORNIA SOLAR INTEGRATORS INC
Form 5500-SF
FILING_RECEIVED
CALIFORNIA SOLAR INTEGRATORS INC 401(K) PLAN
Defined-contribution retirement plan
Signals · 1
No auditor on file
Active participants
141
Accounts w/ balance
61
Plan assets (EOY)
$207K
Net assets (EOY)
$207K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIFORNIA SOLAR INTEGRATORS INC.
Plan sponsor
Name
CALIFORNIA SOLAR INTEGRATORS INC
EIN
47-2667913
Address
200 S SAN PEDRO ST SUITE 500 · LOS ANGELES, CA · 90012
Phone
(800) 784-7612
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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