Original filing (PDF)20250728151045NAL0002258129001

CALIFORNIA LAWYERS ASSOCIATION

Name: CALIFORNIA LAWYERS ASSOCIATION — CALIFORNIA LAWYERS ASSOCIATION 401(K) PLAN, Form 5500 (2024)
Creator: CALIFORNIA LAWYERS ASSOCIATION

Form 5500-SF

FILING_RECEIVED

CALIFORNIA LAWYERS ASSOCIATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 CALIFORNIA LAWYERS ASSOCIATION.

Plan sponsor

Name

CALIFORNIA LAWYERS ASSOCIATION

EIN

82-3116128

Address

400 CAPITOL MALL STE 650 · SACRAMENTO, CA · 95814

Phone

(916) 516-1760

Industry

Law Offices· Professional & Technical Servicessee 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

2025-07-28

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

THE ZALKIN LAW FIRM, P.C.

THE ZALKIN LAW FIRM, P.C. PROFIT SHARING PLAN AND TRUST

$1.7M · 23 participants

WEENER NATHAN PHILLIPS, LLP ATTORNEYS AT LAW

WEENER & NATHAN, LLP EMPLOYEES' RETIREMENT PLAN

$1.7M · 7 participants

N & E LEARNING, LLC

N & E LEARNING, LLC CASH BALANCE PENSION PLAN

$1.7M · 106 participants

GOLDBERG, WEPRIN & USTIN, LLP

GOLDBERG, WEPRIN & USTIN, LLP FROZEN DC PENSION PLAN

$1.7M · 4 participants

UNIVERSITY OF BELMONT AVENUE, INC.