Caliza Inc. 401(k) Plan: Login, Facts & Contact Information

Caliza Inc. 401(k) Plan Facts

Plan name
CALIZA 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
CALIZA LLC
Participants
260 (132 active employees)
Former employees with a balance
85
Plan assets
$3,921,863 at Dec 31, 2024
Average account balance
$19,038 across 206 accounts
Recordkeeper
Guideline, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2019
— 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 Sep 26, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $905,157 went into the plan in contributions.
  • $1.27 million was paid out to participants.
  • Investment and other income added $509,265.
  • Administrative expenses were $5,794, about $28 per account.

How the Caliza Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20190$21,193$0$0
202044$532,912$0$23,514
2021180$2.34 million$0$314,504
2022601$2.94 million$0$933,298
2023351$3.81 million$0$1.04 million
2024260$3.92 million$0$1.27 million

Caliza Inc. 401(k) Contact Information

Phone
415-231-1701
Mailing address
17 20TH STREET NORTH, SUITE 100, BIRMINGHAM AL 35203
Plan sponsor
CALIZA LLC
Plan administrator
GUIDELINE RK, LLC
Employer identification number (EIN)
83-3991545
Plan number
001

Questions about the Caliza Inc. 401(k)

Does Caliza Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Caliza Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Caliza Inc 401(k) plan?

260 participants at the start of plan year 2024, 132 of them active employees, and 85 former employees who still had money in the plan.

What is the average 401(k) balance at Caliza Inc?

About $19,038 per account: $3.92 million in plan assets across 206 accounts with a balance at the end of plan year 2024.

Who manages the Caliza Inc 401(k) accounts?

Guideline (listed on the filing as GUIDELINE, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Caliza Inc. How do I access my 401(k)?

Your account stays with Guideline 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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