Back to filter
Original filing (PDF)20250918121010NAL0001388465001
CALLIBRITY SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
CALLIBRITY SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
104
Accounts w/ balance
141
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALLIBRITY SOLUTIONS, LLC.
Plan sponsor
Name
CALLIBRITY SOLUTIONS, LLC
EIN
20-8677704
Address
8280 MONTGOMERY RD · SUITE 300 · CINCINNATI, OH · 45236
Phone
(513) 745-0320
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
DEAN DORTON ALLEN FORD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS ADMINISTRATORS LLC | 61-1291181 | LEXINGTON, KY | TPA | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 365 WEALTH MANAGEMENT | — | CINCINNATI, OH | SERVICE PROVIDER | $10K | — |
Investments
36 direct securities · 1 pooled fund· $20.6M(100% of reported assets)
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.
Pooled Separate Account
$10.3M
1 holding
Uncategorized
$10.3M
36 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $10.3M | 97.8% | |
| Lincoln National Life Insurance Company Vanguard 500 Index SACG | — | — | — | $2.3M | 22.0% | |
| Lincoln National Life Insurance Company YourPath Passive 2055 Mod SAGZ | — | — | — | $1.3M | 12.2% | |
| Lincoln National Life Insurance Company VG Utilities Idx Admrl SACY ** 562 * Lincoln National Life Insurance Company VG Info Tech Idx Admrl SAD3 | — | — | — | $1.2M | 11.0% | |
| Lincoln National Life Insurance Company YourPath Passive 2040 Mod SAGQ | — | — | — | $876K | 8.3% | |
| Lincoln National Life Insurance Company SS Rsl Lrg Cap Grw NL SAA7 | — | — | — | $739K | 7.0% | |
| Lincoln National Life Insurance Company YourPath Passive 2060 Mod SAH3 | — | — | — | $618K | 5.9% | |
| Lincoln National Life Insurance Company YourPath Passive 2035 Mod SAGN | — | — | — | $560K | 5.3% | |
| Lincoln National Life Insurance Company YourPath Passive 2045 Mod SAGT | — | — | — | $388K | 3.7% | |
| Lincoln National Life Insurance Company SS Rsl Lrg Cap Val NL SAA8 | — | — | — | $327K | 3.1% | |
| Lincoln National Life Insurance Company VG Health Care SAC6 | — | — | — | $288K | 2.7% | |
| Lincoln National Life Insurance Company DFA US Core Eqty Prt Inst SA7J | — | — | — | $233K | 2.2% | |
| Lincoln National Life Insurance Company YourPath Passive 2050 Mod SAGW | — | — | — | $222K | 2.1% | |
| Lincoln National Life Insurance Company YourPath Passive 2030 Mod SAGK | — | — | — | $208K | 2.0% | |
| Lincoln National Life Insurance Company VG Mid Cap Val Idx Admrl SAB4 | — | — | — | $163K | 1.5% | |
| Lincoln National Life Insurance Company VG Tot World Stk Idx Adm SABP | — | — | — | $160K | 1.5% | |
| Lincoln National Life Insurance Company VG Int Grw Admrl Shares SAAX | — | — | — | $152K | 1.4% | |
| Lincoln National Life Insurance Company Vanguard Sm Cap Value Ind SAE7 | — | — | — | $146K | 1.4% | |
| Lincoln National Life Insurance Company YourPath Passive 2035 Agg SAGO | — | — | — | $89K | 0.9% | |
| Lincoln National Life Insurance Company Vanguard Sm Cap Grwth Ind SAE6 | — | — | — | $75K | 0.7% | |
| Lincoln National Life Insurance Company YourPath Passive 2065 Mod SAH6 | — | — | — | $73K | 0.7% | |
| Investments Held in Pooled Separate Accounts * Lincoln National Life Insurance Company DFA Int Val Port Instl SA7G | — | — | — | $51K | 0.5% | |
| Lincoln National Life Insurance Company YourPath Passive 2025 Mod SAGH | — | — | — | $42K | 0.4% | |
| Lincoln National Life Insurance Company VG Mid Cap Grw Idx Admrl SAB3 | — | — | — | $30K | 0.3% | |
| Lincoln National Life Insurance Company Neu Ber Sustainable Equty SA9T | — | — | — | $30K | 0.3% | |
| Lincoln National Life Insurance Company YourPath Passive 2060 Agg SAH4 | — | — | — | $13K | 0.1% | |
| Lincoln National Life Insurance Company YourPath Passive 2045 Agg SAGU | — | — | — | $12K | 0.1% | |
| Lincoln National Life Insurance Company YourPath Passive 2020 Mod SAGE | — | — | — | $8K | <0.1% | |
| Lincoln National Life Insurance Company PIMCO Sht Term Fund Instl SAA5 | — | — | — | $8K | <0.1% | |
| Lincoln National Life Insurance Company VG Emgng Mkt Stk Admrl SAAS | — | — | — | $7K | <0.1% | |
| Lincoln National Life Insurance Company PIMCO Div Inc Fund Instl SA9Z | — | — | — | $7K | <0.1% | |
| Lincoln National Life Insurance Company YourPath Passive 2030 Agg SAGL | — | — | — | $7K | <0.1% | |
| Lincoln National Life Insurance Company VG LifeStrategy Income SAEP | — | — | — | $5K | <0.1% | |
| Lincoln National Life Insurance Company VG Consumr Disc Idx Admrl SADF | — | — | — | $3K | <0.1% | |
| Lincoln National Life Insurance Company VG Consumr Stpl Idx Admrl SADG | — | — | — | $2K | <0.1% | |
| Lincoln National Life Insurance Company VG Energy Idx Admrl SACN | — | — | — | $2K | <0.1% | |
| Lincoln National Life Insurance Company VG High Yld Corp Admrl SAAV | — | — | — | $1K | <0.1% |
Related plans
Similar-size Custom Computer Programming plans
COMPANYCAM INC.
COMPANYCAM 401(K) PLAN
$10.5M · 282 participants
JEFFERSON CONSULTING GROUP, LLC
JEFFERSON CONSULTING GROUP LLC 401(K) PS PLAN
$10.5M · 233 participants
MEDICOMP SYSTEMS, INC.
MEDICOMP SYSTEMS, INC. 401(K) PLAN
$10.6M · 20 participants
DENTAL INTELLIGENCE, INC.
DENTAL INTEL 401(K) PLAN
$10.6M · 186 participants
DEFENSE UNICORNS, INC.
DEFENSE UNICORNS, INC. 401(K) PLAN
$10.6M · 184 participants
SOURCE ALLIES, INC.
SOURCE ALLIES, INC. 401(K) PROFIT SHARING PLAN
$10.6M · 97 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants