Original filing (PDF)20251015221612NAL0011365010001

CALISTA CORPORATION

Name: CALISTA CORPORATION — CALISTA 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: CALISTA CORPORATION

Form 5500

FILING_RECEIVED

CALISTA 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

3,326

Accounts w/ balance

3,113

Plan assets (EOY)

$184.4M

Net assets (EOY)

$184.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALISTA CORPORATION.

Plan sponsor

Name

CALISTA CORPORATION

EIN

92-0042507

Address

5015 BUSINESS PARK BLVD SUITE 3000 · ANCHORAGE, AK · 99503

Phone

(907) 275-2830

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$277K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	—	NASHVILLE, TN	INVESTMENT ADVISOR	$56K	—

Investments

1 pooled fund· $13K(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.