California Payroll Group 401(k) Plan: Login, Facts & Contact Information

California Payroll Group 401(k) Plan Facts

Plan name
CALIFORNIA PAYROLL GROUP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CALIFORNIA PAYROLL GROUP
Participants
534 (296 active employees)
Former employees with a balance
270
Plan assets
$8,119,936 at Dec 31, 2024
Average account balance
$15,121 across 537 accounts
Employer contributions
$294,449 in plan year 2024 (29% of all contributions)
Recordkeeper
Tri-ad Actuaries, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2016
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 5, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.01 million went into the plan in contributions, $294,449 of it from the employer (29%).
  • $444,350 was paid out to participants.
  • Investment and other income added $847,394.
  • Administrative expenses were $30,268, about $56 per account.

How the California Payroll Group 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,070$4.77 million$543,809$594,180
2020905$5.28 million$424,262$1.63 million
2021506$5.86 million$202,333$731,266
2022446$5.22 million$235,578$401,628
2023486$6.75 million$246,753$249,173
2024534$8.12 million$294,449$444,350

California Payroll Group 401(k) Contact Information

Phone
818-206-5700
Mailing address
29501 CANWOOD STREET # 200, AGOURA HILLS CA 91301
Plan sponsor
CALIFORNIA PAYROLL GROUP
Employer identification number (EIN)
46-2561662
Plan number
001

Questions about the California Payroll Group 401(k)

Does California Payroll Group contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $294,449, 29% of all contributions.

Does the California Payroll Group 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the California Payroll Group 401(k) plan?

534 participants at the start of plan year 2024, 296 of them active employees, and 270 former employees who still had money in the plan.

What is the average 401(k) balance at California Payroll Group?

About $15,121 per account: $8.12 million in plan assets across 537 accounts with a balance at the end of plan year 2024.

Who manages the California Payroll Group 401(k) accounts?

TRI-AD ACTUARIES, INC. is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at California Payroll Group. How do I access my 401(k)?

Your account stays with TRI-AD ACTUARIES, INC. after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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