Carrier Access Inc.'s EIN is 20-0545373.
Download the official 2024 Form 5500 (PDF) for Carrier Access Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carrier Access Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $19K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $479 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Large Cap Growth Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $850K | 13.3% | |
| American Funds 2035 Target Date Retirement Mutual Fund N/A | Mutual Funds | — | — | $759K | 11.8% | |
| Fidelity 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $579K | 9.0% | |
| American Funds 2040 Target Date Retirement Mutual Fund N/A | Mutual Funds | — | — | $491K | 7.7% | |
| Fidelity Large Cap Value Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $328K | 5.1% | |
| Ishares US Aggregate Bond Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $326K | 5.1% | |
| American Funds 2045 Target Date Retirement Mutual Fund N/A | Mutual Funds | — | — | $292K | 4.5% | |
| Principal Mid Cap S&P 400 Index Separate Acct Pooled separate account N/A | Pooled Separate Accounts | — | — | $272K | 4.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $272K | 4.2% | |
| American Funds 2020 Target Date Retirement Mutual Fund N/A | Mutual Funds | — | — | $249K | 3.9% | |
| DFA International Core Equity Portfolio Mutual Fund N/A | Mutual Funds | — | — | $220K | 3.4% | |
| Fidelity International Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $211K | 3.3% | |
| American Funds New World Mutual Fund N/A | Mutual Funds | — | — | $186K | 2.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $183K | 2.9% | |
| American Funds 2050 Target Date Retirement Mutual Fund N/A | Mutual Funds | — | — | $179K | 2.8% | |
| BlackRock Mid-Cap Growth Equity Portfolio Mutual Fund N/A | Other securities | — | — | $171K | 2.7% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $157K | 2.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $137K | 2.1% | |
| Notes Receivable from Participants Maturing 2025 - 2039 at interest rates of 4.25% to 9.25% - | Bonds / Notes | — | — | $130K | 2.0% | |
| American Funds 2060 Target Date Retirement Mutual Fund N/A | Mutual Funds | — | — | $113K | 1.8% | |
| American Funds 2025 Target Date Retirement Mutual Fund N/A | Mutual Funds | — | — | $112K | 1.7% | |
| American Funds 2055 Target Date Retirement Mutual Fund N/A | Mutual Funds | — | — | $107K | 1.7% | |
| American Funds Balanced Fund Mutual Fund N/A | Mutual Funds | — | — | $92K | 1.4% | |
| (E) | Other securities | — | $3K | $75K | 1.2% | |
| American Funds 2030 Target Date Retirement Mutual Fund N/A | Mutual Funds | — | — | $75K | 1.2% | |
| Principal Fixed Income Guaranteed Option Fixed annuities N/A | Other securities | — | — | $59K | 0.9% | |
| (E) | Other securities | — | — | $59K | 0.9% | |
| American Funds 2065 Target Date Retirement Mutual Fund N/A | Mutual Funds | — | — | $23K | 0.4% | |
| American Funds 2015 Target Date Retirement Mutual Fund N/A | Mutual Funds | — | — | $3K | <0.1% | |
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-3162022 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PLAN CONSULTANTS | 20-0223513 | — | OTHER SERVICES | $0 | — |
