How big is Callan Accounting CPA'S & Advisors LLC's plan?

Callan Accounting CPA'S & Advisors LLC's plan reported $5.4M in assets and 16 participants for 2025.

Original filing (PDF)20260223173209NAL0000991987001

Callan Accounting CPA'S & Advisors LLC

Name: Callan Accounting CPA'S & Advisors LLC — Form 5500 Plan 001 (2025)
Creator: Callan Accounting CPA'S & Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Callan Accounting CPA'S & Advisors LLC 401(k) Plan

401(k) retirement plan · Callan Accounting CPA'S & Advisors LLC's Callan Accounting CPA'S & Advisors LLC 401(k) Plan held $5.4M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan identifiers

Callan Accounting CPA'S & Advisors LLC's EIN is 93-1318784.

EIN 93-1318784

Plan number 001

Plan year 2025

ACK ID 20260223173209NAL0000991987001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Callan Accounting CPA'S & Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Callan Accounting CPA'S & Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALLAN ACCOUNTING CPA'S & ADVISORS LLC.

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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