Plan profile · 2023
CALPORTLAND COMPANY
CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES · –
Sponsor contact
Address2025 E. FINANCIAL WAY, GLENDORA
State / ZIPCA 917414692
Phone6268526200
EIN / Plan #950597220 / 008
Plan health
Assets (EOY)$230M
Participants804
Avg balance$286k
Employer contrib$11M
Distributions$15M
Red flags
Delinquent contribs$1M
Fidelity bond$5M
Bond adequate?yes
AuditorWINDES, INC.
Incumbent advisor(s) of record, who to displace
No investment advisor of record, greenfield opportunity.