Original filing (PDF)20250703162249NAL0000875233001

CALIFA GROUP

Name: CALIFA GROUP — CALIFA GROUP 403(B) PLAN, Form 5500 (2024)
Creator: CALIFA GROUP

Form 5500-SF

FILING_RECEIVED

CALIFA GROUP 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$692K

Net assets (EOY)

$692K

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 CALIFA GROUP.

Plan sponsor

Name

CALIFA GROUP

EIN

61-1463809

Address

330 TOWNSEND ST. SUITE 133 · SAN FRANCISCO, CA · 94107

Phone

(415) 796-3901

Industry

Information / Tech / Mediasee 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

2025-07-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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