JILL Leonard signed AM/NS Calvert LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AM/NS Calvert LLC's EIN is 26-0206522.
Download the official 2024 Form 5500 (PDF) for AM/NS Calvert LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AM/NS Calvert LLC's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, automatic enrollment, ERISA 404(c) participant direction.
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 | $50K | — |
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 Investments | Mutual Funds | — | — | $41.8M | 14.5% | |
| Fidelity Investments | Mutual Funds | — | — | $28.2M | 9.8% | |
| FID FRDM INX 2035 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $28.2M | 9.8% | |
| Fidelity Investments | Mutual Funds | — | — | $23.2M | 8.0% | |
| FID FRDM INX 2030 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $23.2M | 8.0% | |
| Fidelity Investments | Mutual Funds | — | — | $22.1M | 7.6% | |
| FID FRDM INX 2040 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $22.1M | 7.6% | |
| Fidelity Investments | Mutual Funds | — | — | $21.5M | 7.5% | |
| FID FRDM INX 2045 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $21.5M | 7.5% | |
| Fidelity Investments | Mutual Funds | — | — | $18.9M | 6.5% | |
| Fidelity Investments | Mutual Funds | — | — | $18.5M | 6.4% | |
| FID FRDM INX 2050 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $18.5M | 6.4% | |
| Fidelity Investments | Mutual Funds | — | — | $16.0M | 5.5% | |
| FID FRDM INX 2025 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $16.0M | 5.5% | |
| Fidelity Investments | Mutual Funds | — | — | $13.7M | 4.7% | |
| Fidelity Investments | Mutual Funds | — | — | $13.5M | 4.7% | |
| FID FRDM INX 2055 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $13.5M | 4.7% | |
| Participant loans | Participant loans | — | — | $8.6M | 3.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $6.9M | 2.4% | |
| Fidelity Investments | Mutual Funds | — | — | $6.4M | 2.2% | |
| FID FRDM INX 2060 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $6.4M | 2.2% | |
| Fidelity Investments | Mutual Funds | — | — | $5.9M | 2.0% | |
| FID FRDM INX 2020 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $5.9M | 2.0% | |
| Fidelity Investments | Mutual Funds | — | — | $5.5M | 1.9% | |
| T. Rowe Price | Other securities | — | — | $4.0M | 1.4% | |
| Fidelity Investments | Mutual Funds | — | — | $3.4M | 1.2% | |
| Fidelity Investments | Mutual Funds | — | — | $3.3M | 1.1% | |
| FID FRDM INX 2065 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $3.3M | 1.1% | |
| JP Morgan | Other securities | — | — | $2.7M | 0.9% | |
| Principal Funds | Other securities | — | — | $2.7M | 0.9% | |
| Dodge & Cox | Mutual Funds | — | — | $2.6M | 0.9% | |
| Fidelity Investments | Mutual Funds | — | — | $2.3M | 0.8% | |
| Fidelity Investments | Mutual Funds | — | — | $2.3M | 0.8% | |
| Fidelity Investments | Mutual Funds | — | — | $2.1M | 0.7% | |
| American Century | Other securities | — | — | $1.8M | 0.6% | |
| MFS | Mutual Funds | — | — | $1.7M | 0.6% | |
| FKLN | Other securities | — | — | $1.3M | 0.5% | |
| Fidelity Investments | Mutual Funds | — | — | $1.2M | 0.4% | |
| FID FRDM INX 2015 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $1.2M | 0.4% | |
| Dodge & Cox | Mutual Funds | — | — | $1.0M | 0.4% | |
| Clear Bridge | Other securities | — | — | $964K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $961K | 0.3% | |
| T. Rowe Price | Other securities | — | — | $926K | 0.3% | |
| PIMCO | Mutual Funds | — | — | $672K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $498K | 0.2% | |
| FID FRDM INX INC S FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $498K | 0.2% | |
| Fidelity Investments | Mutual Funds | — | — | $255K | <0.1% | |
| FID FRDM INX 2010 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $255K | <0.1% | |
| FID FRDM INX 2005 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
