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

Caltrol, Inc 401(k) Plan Facts

Plan name
CALTROL, INC. 401K SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CALTROL, INC
Participants
369 (307 active employees)
Former employees with a balance
85
Plan assets
$27,314,832 at Dec 31, 2023
Average account balance
$69,681 across 392 accounts
Recordkeeper
Putnam Investments
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
Jan 1, 2015
✓ 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 2023 (Jan 1, 2023 – Dec 31, 2023), filed Oct 11, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $3.34 million went into the plan in contributions.
  • $3.12 million was paid out to participants.
  • Investment and other income added $3.98 million.
  • Administrative expenses were $65,916, about $168 per account.

How the Caltrol, Inc 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018262$15.4 million—$1.17 million
2019273$18.9 million—$1.90 million
2020282$21.1 million—$2.50 million
2021282$24.9 million—$2.42 million
2022349$23.2 million—$854,052
2023369$27.3 million—$3.12 million

Caltrol, Inc 401(k) Contact Information

Phone
702-966-1800
Mailing address
1385 PAMA LN., STE 111, LAS VEGAS NV 89119
Plan sponsor
CALTROL, INC
Employer identification number (EIN)
95-3926313
Plan number
002

Questions about the Caltrol, Inc 401(k)

Does Caltrol, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Caltrol, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

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

369 participants at the start of plan year 2023, 307 of them active employees, and 85 former employees who still had money in the plan.

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

About $69,681 per account: $27.3 million in plan assets across 392 accounts with a balance at the end of plan year 2023.

Who manages the Caltrol, Inc 401(k) accounts?

PUTNAM INVESTMENTS is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with PUTNAM INVESTMENTS 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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