JEFF Driscoll signed Callahan, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Callahan, Inc.'s EIN is 04-3071634.
Download the official 2024 Form 5500 (PDF) for Callahan, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Callahan, Inc.'s plan includes a default investment (QDIA), automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWELVE POINTS WEALTH MANAGEMENT | 46-5061538 | — | ADVISOR,SERVICE PROVIDER | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG TARGET RET 2030 | Other securities | — | — | $2.7M | 10.8% | |
| VANG TARGET RET 2055 | Other securities | — | — | $2.4M | 9.7% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $2.3M | 9.3% | |
| VANG TARGET RET 2045 | Other securities | — | — | $2.3M | 9.0% | |
| FID US BOND IDX | Common Collective Trusts | — | — | $2.1M | 8.5% | |
| VANG SM CAP IDX ADM | Common Collective Trusts | — | — | $1.6M | 6.2% | |
| VANG TARGET RET 2040 | Other securities | — | — | $1.6M | 6.2% | |
| VANG TARGET RET 2035 | Other securities | — | — | $1.5M | 6.0% | |
| FID MID CAP IDX | Common Collective Trusts | — | — | $1.2M | 4.8% | |
| VANG TARGET RET 2025 | Other securities | — | — | $1.2M | 4.6% | |
| JPM LG CAP GROWTH R6 | Other securities | — | — | $1.2M | 4.6% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | — | $912K | 3.6% | |
| VANG TARGET RET 2050 | Other securities | — | — | $784K | 3.1% | |
| VANG TARGET RET 2060 | Other securities | — | — | $628K | 2.5% | |
| APEX GUAR FIX INT A6 | Other securities | — | — | $584K | 2.3% | |
| VANG TARGET RET 2020 | Other securities | — | — | $526K | 2.1% | |
| PIM RAE US I | Other securities | — | — | $277K | 1.1% | |
| THORNBURG STR INC R6 | Common Stocks | — | — | $252K | 1.0% | |
| VANG TARGET RET 2065 | Other securities | — | — | $239K | 0.9% | |
| DFA REAL EST SEC I | Mutual Funds | — | — | $164K | 0.7% | |
| DWS R REAL ASSETS IS | Other securities | — | — | $161K | 0.6% | |
| Notes receivable from participant | Other securities | — | — | $158K | 0.6% | |
| VANG TARGET RET INC | Common Stocks | — | — | $112K | 0.4% | |
| GS ABS RTN TRKR R6 | Structured Credit (CLO/ABS) | — | — | $104K | 0.4% | |
| INVS GOLD SPL MIN R6 | Other securities | — | — | $84K | 0.3% | |
| SEAFARER OS GR&IN IS | Other securities | — | — | $52K | 0.2% | |
| JHANCOCK BOND R6 | Other securities | — | — | $46K | 0.2% | |
| FID EMRG MKTS IDX | Common Collective Trusts | — | — | $15K | <0.1% | |
| FID INTL INDEX | Mutual Funds | — | — | $5K | <0.1% | |
| FID INTL SMALL CAP | Mutual Funds | — | — | $148 | <0.1% | |
| FID GOVT MMKT K6 | Mutual Funds | — | — | $12 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELL PENSION GROUP | — | EAST PROVIDENCE, RI | THIRD PARTY ADMINISTRATOR | $0 | — |
