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Original filing (PDF)20251014183217NAL0003574273001
CALIFORNIA APPELLATE PROJECT
Form 5500-SF
FILING_RECEIVED
CALIFORNIA APPELLATE PROJECT 403(B) PLAN
401(k) retirement plan
Signals · 1
Late filing · 5.0 mo
Active participants
71
Accounts w/ balance
43
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
80
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- Filed 5.0 months past the 10.5-month grace window.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
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.
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
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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