Original filing (PDF)20250530154334NAL0015176272001

CALIFORNIA ASSOCIATION OF PROFESSIONAL

Name: CALIFORNIA ASSOCIATION OF PROFESSIONAL — C.A.P.E. 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: CALIFORNIA ASSOCIATION OF PROFESSIONAL

Form 5500-SF

FILING_RECEIVED

C.A.P.E. 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$759K

Net assets (EOY)

$759K

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 CALIFORNIA ASSOCIATION OF PROFESSIONAL.

Plan sponsor

Name

CALIFORNIA ASSOCIATION OF PROFESSIONAL

EIN

95-2115101

Address

3018 E. COLORADO BLVD · SUITE 200 · PASADENA, CA · 91107

Phone

(626) 243-0147

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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