How big is Cal Financial Group, Inc.'s plan?

Cal Financial Group, Inc.'s plan reported $1.9M in assets and 10 participants for 2024.

Original filing (PDF)20250618150019NAL0002580113001

Cal Financial Group, Inc.

Name: Cal Financial Group, Inc. — Cal Financial 401(k), Form 5500 (2024)
Creator: Cal Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cal Financial 401(k) Plan

401(k) retirement plan · Cal Financial Group, Inc.'s Cal Financial 401(k) Plan held $1.9M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

RIT Venerus signed Cal Financial Group, Inc.'s 2024 Form 5500 as plan administrator.

RIT Venerus — 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, Inc.'s EIN is 57-1136246.

EIN 57-1136246

Plan number 001

Plan year 2024

ACK ID 20250618150019NAL0002580113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cal Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cal Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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, 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