· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CALLISON ELITE CONSTRUCTION, INC. — CALLISON ELITE CONSTRUCTION, INC. RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250626115016NAL0012387008002
CALLISON ELITE CONSTRUCTION, INC.
Form 5500-SF
FILING_RECEIVED
CALLISON ELITE CONSTRUCTION, INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
5
Accounts w/ balance
2
Plan assets (EOY)
$22K
Net assets (EOY)
$22K
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CALLISON ELITE CONSTRUCTION, INC.
.
Find decision makers
Plan sponsor
Name
CALLISON ELITE CONSTRUCTION, INC.
EIN
87-1509484
Address
1061 N MAIN STREET · PORTERVILLE, CA · 93257
Phone
(559) 784-2384
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-06-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
REX ABARRATE INC
REX ABARRATE 401(K) PLAN
$22K · 3 participants
MISSION PEAK
MISSION PEAK 401K PLAN
$22K · 4 participants
FATHELBAB INC
FATHELBAB INC 401(K) PROFIT SHARING PLAN & TRUST
$22K · 16 participants
KIDDIE KORRAL 2.0
KIDDIE KORRAL 2.0 RETIREMENT TRUST
$22K · 22 participants
FORGOTTEN CHURCH INC
FORGOTTEN CHURCH INC 401(K) PROFIT SHARING PLAN & TRUST
$22K · 19 participants
65
Knocking points off
Only 40% 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JUST FOR YOU BODYWORK AND MASS
JUST FOR YOU BODYWORK AND MASS 401(K) PROFIT SHARING PLAN & TRUST
$22K · 1 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
