How big is Carlson Calladine & Peterson LLP's plan?

Carlson Calladine & Peterson LLP's plan reported $12.1M in assets and 10 participants for 2024.

Original filing (PDF)20251014164556NAL0001696323001

Carlson Calladine & Peterson LLP

Name: Carlson Calladine & Peterson LLP — CCP 401(k) Plan, Form 5500 (2024)
Creator: Carlson Calladine & Peterson LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CCP 401(k) Plan

401(k) retirement plan · Carlson Calladine & Peterson LLP's CCP 401(k) Plan held $12.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

People on this filing

Louis Tullius signed Carlson Calladine & Peterson LLP's 2024 Form 5500 as plan administrator.

Louis Tullius — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carlson Calladine & Peterson LLP's EIN is 94-3348677.

EIN 94-3348677

Plan number 001

Plan year 2024

ACK ID 20251014164556NAL0001696323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlson Calladine & Peterson LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlson Calladine & Peterson LLP's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, 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 CARLSON CALLADINE & PETERSON LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

CARLSON CALLADINE & PETERSON LLP

EIN

all filings

Address

ONE POST ST STE 500 · SAN FRANCISCO, CA · 94104

Phone

(415) 391-3911

Industry

Law Offices· Professional & Technical Services

Plan administrator