Original filing (PDF)20250612134519NAL0014854611001

CALENDER-ROBINSON CO., INC.

Name: CALENDER-ROBINSON CO., INC. — CALENDER-ROBINSON CO., INC. SALARY DEFERRAL PLAN, Form 5500 (2023)
Creator: CALENDER-ROBINSON CO., INC.

Form 5500-SF

FILING_RECEIVED

CALENDER-ROBINSON CO., INC. SALARY DEFERRAL PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 CALENDER-ROBINSON CO., INC..

Plan sponsor

Name

CALENDER-ROBINSON CO., INC.

EIN

94-1557707

Address

233 SANSOME ST. #508 · SAN FRANCISCO, CA · 94104

Phone

(415) 978-3800

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

DARRYL MALONZO

EIN

94-6101747

City

SAN FRANCISCO, CA

Phone

(415) 978-3800

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-12

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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