Jennifer Reyher signed Calendly, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Calendly, LLC's EIN is 27-2763491.
Download the official 2024 Form 5500 (PDF) for Calendly, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calendly, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund - Investor Class Mutual fund n/a | Mutual Funds | — | — | $11.1M | 28.1% | |
| Fidelity Freedom Index 2050 Fund - Investor Class Mutual fund n/a | Mutual Funds | — | — | $7.1M | 18.2% | |
| Fidelity 500 Index Fund - Premium Class Mutual fund n/a | Common Collective Trusts | — | — | $5.0M | 12.8% | |
| Fidelity Freedom Index 2060 Fund - Investor Class Mutual fund n/a | Mutual Funds | — | — | $4.6M | 11.8% | |
| Fidelity Freedom Index 2045 Fund - Investor Class Mutual fund n/a | Mutual Funds | — | — | $2.8M | 7.2% | |
| Fidelity Freedom Index 2040 Fund - Investor Class Mutual fund n/a | Mutual Funds | — | — | $1.6M | 4.1% | |
| Fidelity Freedom Index 2035 Fund - Investor Class Mutual fund n/a | Mutual Funds | — | — | $1.2M | 3.0% | |
| American Century Growth Fund R6 Class Mutual fund n/a | Other securities | — | — | $718K | 1.8% | |
| Fidelity Freedom Index 2065 Fund - Investor Class Mutual fund n/a | Mutual Funds | — | — | $715K | 1.8% | |
| Fidelity Total International Index Mutual fund n/a | Mutual Funds | — | — | $609K | 1.5% | |
| Fidelity Freedom Index 2030 Fund - Investor Class Mutual fund n/a | Mutual Funds | — | — | $587K | 1.5% | |
| Putnam Large Cap Value Fund Common collective trust n/a | Common Collective Trusts | — | — | $392K | 1.0% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $392K | 1.0% | |
| Fidelity U.S. Bond Index Fund Mutual fund n/a | Common Collective Trusts | — | — | $388K | 1.0% | |
| Fidelity Mid Cap Index Fund Mutual fund n/a | Common Collective Trusts | — | — | $365K | 0.9% | |
| Fidelity Small Cap Index Fund - Premium Class Mutual fund n/a | Common Collective Trusts | — | — | $306K | 0.8% | |
| The Goldman Sachs Stable Value Collective Trust Common collective trust n/a | Stable Value | — | — | $269K | 0.7% | |
| GS STABLE VAL INSTS GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $269K | 0.7% | |
| JPMorgan International Equity Fund Class R6 Mutual fund n/a | Other securities | — | — | $245K | 0.6% | |
| Participant Loans Participant loans varies 7.25%-9.50% n/a -0- | Bonds / Notes | — | — | $226K | 0.6% | |
| Fidelity Emerging Markets Index Fund Mutual fund n/a | Common Collective Trusts | — | — | $202K | 0.5% | |
| WT FAM CORE PL FI S GG FIDELITY INSTITUTIONAL AM CORE PLUS FIXED INCOME CIT · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $173K | 0.4% | |
| Victory Sycamore Established Value Fund Class R6 Mutual fund n/a | Other securities | — | — | $146K | 0.4% | |
| PGIM High Yield Fund- Class R6 Mutual fund n/a | Other securities | — | — | $109K | 0.3% | |
| Fidelity Freedom Index 2070 Fund - Investor Class Mutual fund n/a | Mutual Funds | — | — | $67K | 0.2% | |
| Columbia Small Cap Value II Inst3 Mutual fund n/a | Other securities | — | — | $67K | 0.2% | |
| Calvert US Large Cap Core Rspnb Index R6 Mutual fund n/a | Other securities | — | — | $65K | 0.2% | |
| IVY MID CAP GROWTH C SEI TRUST COMPANY · EIN 45-3036258 / PN 050 | Common Collective Trust | — | — | $48K | 0.1% | |
| Fidelity Freedom Index 2025 Fund - Investor Class Mutual Fund n/a | Mutual Funds | — | — | $40K | 0.1% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual fund n/a | Common Stocks | — | — | $32K | <0.1% | |
| WASATCH CORE GR A SEI TRUST COMPANY · EIN 84-2412379 / PN 134 | Common Collective Trust | — | — | $27K | <0.1% | |
| Fidelity Government Money Market Fund K6 Mutual fund n/a | Mutual Funds | — | — | $22K | <0.1% | |
| Loomis Sayles Inflation Protected Secs I Mutual fund n/a | Other securities | — | — | $17K | <0.1% | |
| Fidelity Freedom Index Income Investor Class Mutual fund n/a | Mutual Funds | — | — | $10K | <0.1% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% |
