Angela Peterson signed Callahan, Thompson, Sherman & Caudill, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Callahan, Thompson, Sherman & Caudill, LLP's EIN is 27-0465422.
Download the official 2024 Form 5500 (PDF) for Callahan, Thompson, Sherman & Caudill, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Callahan, Thompson, Sherman & Caudill, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| MM POOLED STABLE R GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271376 / PN 757 | Common Collective Trust | $3.7M | 82.4% |
| PGIM TD INCOME IS PRUDENTIAL TRUST CO. · EIN 38-7103946 / PN 196 | Common Collective Trust | $798K | 17.6% |
