Callister, Broberg & Becker, A Law Corporation 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Callister, Broberg & Becker, A Law Corporation
  • Sponsor EIN: 953274118
  • Sponsor Address: 700 N BRAND BLVD STE 560, GLENDALE, CA, 912033229
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $5.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202511$5.1M$44,000$109,469
202411$5.1M$44,000$109,469
202310$4.8M$43,000$102,446
202211$4.9M$43,000$93,674

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