Jennifer George signed CA Capital Operations LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CA Capital Operations LLC's EIN is 27-1460592.
Download the official 2024 Form 5500 (PDF) for CA Capital Operations LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CA Capital Operations LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | — | MELVILLE, NY | ADVISOR | $0 |
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 | |||||
|---|---|---|---|---|---|---|
| MORGAN STANLEY US GOVT MONEY R | Registered Investment Companies | — | — | $2.5M | 27.6% | |
| NYLI WINSLOW LC GROWTH R3 | Registered Investment Companies | — | — | $1.4M | 15.7% | |
| STATE ST S&P 500 IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 343 | Common Collective Trust | — | — | $1.2M | 13.3% | |
| PGIM JENNISON VALUE R | Registered Investment Companies | — | — | $386K | 4.2% | |
| INVESCO INCOME ADV INTL R | Registered Investment Companies | — | — | $379K | 4.1% | |
| BLK TECH OPPS FUND - R | Registered Investment Companies | — | — | $317K | 3.4% | |
| BLACKROCK ADV LARGE CAP R | Registered Investment Companies | — | — | $242K | 2.6% | |
| AMERCENT ONE CHOICE 2055 R | Registered Investment Companies | — | — | $240K | 2.6% | |
| FEDERATED KAUFMANN SMALL CAP R | Registered Investment Companies | — | — | $200K | 2.2% | |
| PGIM HIGH YIELD - R | Registered Investment Companies | — | — | $189K | 2.1% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $182K | 2.0% | |
| AMERICAN CENTURY EMERG MKT-R | Registered Investment Companies | — | — | $172K | 1.9% | |
| INVESCO CORPORATE BOND R | Registered Investment Companies | — | — | $165K | 1.8% | |
| INVESCO GLOBAL OPPS R | Registered Investment Companies | — | — | $161K | 1.7% | |
| INVESCO GOLD SP MIN R | Registered Investment Companies | — | — | $148K | 1.6% | |
| VICTORY SMALL CO OPPORTUNITY R | Registered Investment Companies | — | — | $133K | 1.4% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $125K | 1.4% | |
| AMERCENT ONE CHOICE 2045 R | Registered Investment Companies | — | — | $119K | 1.3% | |
| AMERCENT ONE CHOICE 2040 R | Registered Investment Companies | — | — | $109K | 1.2% | |
| AMERCENT ONE CHOICE 2050 R | Registered Investment Companies | — | — | $104K | 1.1% | |
| PGIM GOVERNMENT INCOME-R | Registered Investment Companies | — | — | $100K | 1.1% | |
| AMERCENT ONE CHOICE RETIRE R | Registered Investment Companies | — | — | $98K | 1.1% | |
| AMERCENT ONE CHOICE 2060 R | Registered Investment Companies | — | — | $82K | 0.9% | |
| AMERCENT ONE CHOICE 2035 R | Registered Investment Companies | — | — | $73K | 0.8% | |
| INVESCO SHORT TERM BOND - R | Registered Investment Companies | — | — | $50K | 0.5% | |
| INVESCO EQUITY AND INCOME R | Registered Investment Companies | — | — | $49K | 0.5% | |
| AMERCENT ONE CHOICE 2030 R | Registered Investment Companies | — | — | $20K | 0.2% | |
| AMERCENT ONE CHOICE 2025 R | Registered Investment Companies | — | — | $10K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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