Specialists on CALL, Inc.'s EIN is 20-1344099.
Download the official 2022 Form 5500 (PDF) for Specialists on CALL, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Specialists on CALL, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS | 06-1397347 | — | ADVISORS | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $5.6M | 29.4% | |
| Vanguard Total International Stock Fund | Mutual Funds | — | — | $3.8M | 19.9% | |
| Vanguard Total Bond Market Fund | Mutual Funds | — | — | $2.9M | 15.5% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 13.3% | |
| Schwab Bank Savings Money Market Deposit Account | Mutual Funds | — | — | $1.0M | 5.4% | |
| Vanguard Information Tech Idex Fund | Mutual Funds | — | — | $876K | 4.6% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $726K | 3.8% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $662K | 3.5% | |
| Vanguard Health Cared Index Fund | Common Collective Trusts | — | — | $456K | 2.4% | |
| Vanguard Emerging Markets Stock Fund | Mutual Funds | — | — | $228K | 1.2% | |
| Un-invested cash - | Cash / Money Market | — | — | $16K | <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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
