GROUP INSURANCE TRUST OF CALIFORNIA SOCIETY OF CPAS
Form 5500-SF
FILING_RECEIVED
CALCPA HEALTH 401(K) PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
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
77
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GROUP INSURANCE TRUST OF CALIFORNIA SOCIETY OF CPAS.
Plan sponsor
Name
GROUP INSURANCE TRUST OF CALIFORNIA SOCIETY OF CPAS
EIN
94-2767563
Address
1800 GATEWAY DRIVE, SUITE 130 · SAN MATEO, CA · 94404
