Original filing (PDF)20250918133935NAL0000684515001

CALIFORNIA APPELLATE PROJECT

Name: CALIFORNIA APPELLATE PROJECT — CALIFORNIA APPELLATE PROJECT RETIREMENT PLAN, Form 5500 (2024)
Creator: CALIFORNIA APPELLATE PROJECT

Form 5500-SF

FILING_RECEIVED

CALIFORNIA APPELLATE PROJECT RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

100

Plan assets (EOY)

$23.0M

Net assets (EOY)

$23.0M

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 APPELLATE PROJECT.

Plan sponsor

Name

CALIFORNIA APPELLATE PROJECT

EIN

95-3920973

Address

520 SOUTH GRAND AVE. 4TH FLR · LOS ANGELES, CA · 90017

Phone

(213) 243-0300

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-09-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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