Nesha Burrows signed Calhoun International, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Calhoun International, LLC's EIN is 20-3238421.
Download the official 2024 Form 5500 (PDF) for Calhoun International, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calhoun International, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN SECURITIES LLC | 13-4110995 | — | ADVISOR | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Fid Fdm Idx 2040 Ipr | Common Collective Trusts | — | — | $1.6M | 28.0% | |
| Fidelity Fid Fdm Idx 2030 Ipr | Common Collective Trusts | — | — | $954K | 17.0% | |
| Fidelity Fid 500 Index | Common Collective Trusts | — | — | $602K | 10.7% | |
| Fidelity Fa Stk Sel Sm Cap Z | Mutual Funds | — | — | $447K | 8.0% | |
| Fidelity Fid Fdm Idx 2050 Ipr | Common Collective Trusts | — | — | $430K | 7.6% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $355K | 6.3% | |
| Fidelity Fid Intl Index | Mutual Funds | — | — | $242K | 4.3% | |
| Fidelity Fid Mid Cap Idx | Common Collective Trusts | — | — | $236K | 4.2% | |
| Cohen & Steers C&S Inst Realty Shs 251 American Funds Af Amer Mutual R6 | Mutual Funds | — | — | $131K | 2.3% | |
| Fidelity Fid Fdm Idx 2020 Ipr | Common Collective Trusts | — | — | $94K | 1.7% | |
| maturing through December 2029 | Other securities | — | — | $90K | 1.6% | |
| American Funds Af Bond Fd Amer R6 | Mutual Funds | — | — | $73K | 1.3% | |
| Fidelity Fid Sm Cap Idx | Common Collective Trusts | — | — | $64K | 1.1% | |
| Fidelity Fid Lg Cap Gr Idx | Common Collective Trusts | — | — | $60K | 1.1% | |
| Fidelity Fid Fdm Idx 2035 Ipr | Common Collective Trusts | — | — | $53K | 0.9% | |
| Brown Advisory Ba Sustain Grth Is | Other securities | — | — | $50K | 0.9% | |
| PGIM High Yield R6 | Other securities | — | — | $39K | 0.7% | |
| Fidelity Fid Fdm Idx 2045 Ipr | Common Collective Trusts | — | — | $25K | 0.5% | |
| s * Fidelity Fid Us Bond Idx | Mutual Funds | — | — | $22K | 0.4% | |
| Fidelity Fid Lg Cap Val Idx | Common Collective Trusts | — | — | $19K | 0.3% | |
| Fidelity Fid Fdm Idx 2025 Ipr | Common Collective Trusts | — | — | $18K | 0.3% | |
| Fidelity Fid Fdm Idx 2060 Ipr | Common Collective Trusts | — | — | $11K | 0.2% | |
| Fidelity Fid Fdm Idx 2065 Ipr | Common Collective Trusts | — | — | $9K | 0.2% | |
| American Century Am Cent Emg Mkts R6 | Other securities | — | — | $7K | 0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| Fidelity Fid Emrg Mkts Idx | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity Fid Infl Pr Bd Idx 541 * Fidelity Fid Fdm Idx 2010 Ipr | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
