Plan Snapshot
- Plan Sponsor: Callero & Callero LLP
- Sponsor EIN: 362518261
- Sponsor Address: 1700 W. HIGGINS RD., SUITE 300, DES PLAINES, IL, 60018
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 40 | $9.1M | $404,067 | $296,547 |
| 2024 | 25 | $7.5M | $392,119 | $294,447 |
| 2023 | 21 | $6.1M | $345,005 | $235,421 |
| 2022 | 24 | $7.5M | $410,723 | $319,203 |