· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DONALD J. CALEGARI ENTERPRISES, INC. DBA — ROTO-ROOTER 401(K) SALARY SAVINGS PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250701164502NAL0017928592001
DONALD J. CALEGARI ENTERPRISES, INC. DBA
Form 5500-SF
FILING_RECEIVED
ROTO-ROOTER 401(K) SALARY SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.5 mo
Active participants
17
Accounts w/ balance
21
Plan assets (EOY)
$891K
Net assets (EOY)
$891K
Plan health score (directional)
87
/ 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
94
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
DONALD J. CALEGARI ENTERPRISES, INC. DBA
.
Find decision makers
Plan sponsor
Name
DONALD J. CALEGARI ENTERPRISES, INC. DBA
EIN
94-1724489
Address
885 OLIVE STREET STE D · NOVATO, CA · 949452420
Phone
(415) 898-2700
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-07-01
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 Plumbing, Heating, AC Contractors plans
COMPLETE FIRE PROTECTION, INC.
COMPLETE FIRE PROTECTION, INC. 401(K) PLAN
$891K · 10 participants
REEVES SPECIALTY SERVICES LLC
REEVES SPECIALTY SERVICES LLC 401(K) PLAN
$891K · 25 participants
OREGON HEATING & AIR CONDITIONING, LLC
OREGON HEATING & AIR CONDITIONING 401(K) PLAN
$891K · 17 participants
CDB MECHANICAL, LLC
CDB MECHANICAL, LLC RETIREMENT SAVINGS PLAN
$891K · 6 participants
NORTH STAR HVAC, LLC
NORTH STAR HVAC 401(K) PLAN
100
Knocking points off
Filed 1.5 months past the 10.5-month grace window.
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.
$892K · 56 participants
PARKER HEATING & AIR, INC.
PARKER HEATING & AIR, INC. CASH BALANCE PLAN
$892K · 12 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
