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Original filing (PDF)20250918050813NAL0001385619001
CALSIGI LLC DBA STRAT INFO GROUP
Form 5500
FILING_RECEIVED
CALSIGI LLC 401(K) PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
124
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALSIGI LLC DBA STRAT INFO GROUP.
Plan sponsor
Name
CALSIGI LLC DBA STRAT INFO GROUP
EIN
27-3139387
Address
P.O.BOX 10910 · ROCK HILL, SC · 29731
Phone
(803) 327-4613
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
41 direct securities · 1 pooled fund· $14.2M(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.
Uncategorized
$13.7M
41 holdings
Common Collective Trust
$430K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $2.4M | 17.1% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.3M | 9.2% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $894K | 6.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $794K | 5.6% | |
| Nuveen Lifestyle Aggressive Growth Fund Class R6 | — | — | — | $772K | 5.4% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $742K | 5.2% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $561K | 4.0% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $489K | 3.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $461K | 3.3% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $435K | 3.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $430K | 3.0% | |
| Nuveen Large Cap Growth Index Fund Class R6 | — | — | — | $394K | 2.8% | |
| Nuveen Lifestyle Moderate Fund Class R6 | — | — | — | $391K | 2.8% | |
| Nuveen Lifestyle Income Fund Class R6 | — | — | — | $372K | 2.6% | |
| American Funds American Balanced Fund Class R6 | — | — | — | $315K | 2.2% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $295K | 2.1% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $279K | 2.0% | |
| BlackRock Health Sciences Opportunities Fund Class K | — | — | — | $278K | 2.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $256K | 1.8% | |
| Notes receivable from participants | — | — | — | $240K | 1.7% | |
| Nuveen Lifestyle Conservative Fund Class R6 | — | — | — | $224K | 1.6% | |
| American Funds Washington Mutual Investors Fund Class R6 | — | — | — | $217K | 1.5% | |
| Nuveen Lifestyle Growth Fund Class R6 | — | — | — | $185K | 1.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $140K | 1.0% | |
| PGIM High Yield Fund Class R6 | — | — | — | $130K | 0.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $128K | 0.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $124K | 0.9% | |
| PGIM Total Return Bond Fund Class R6 | — | — | — | $117K | 0.8% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $109K | 0.8% | |
| Janus Henderson Triton Fund Class N | — | — | — | $98K | 0.7% | |
| Undiscovered Managers Behavioral Value Fund Class R6 | — | — | — | $91K | 0.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $87K | 0.6% | |
| Vanguard Energy Index Fund Admiral Shares | — | — | — | $85K | 0.6% | |
| JPMorgan Mid Cap Growth Fund Class R6 | — | — | — | $58K | 0.4% | |
| Principal MidCap Value Fund Institutional Class R6 | — | — | — | $50K | 0.4% | |
| JPMorgan Equity Income Fund Class R6 | — | — | — | $47K | 0.3% | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | — | — | — | $34K | 0.2% | |
| Vanguard Utilities Index Fund Admiral Shares | — | — | — | $27K | 0.2% | |
| Goldman Sachs Emerging Markets Equity Fund Institutional Class | — | — | — | $27K | 0.2% | |
| Vanguard Financials Index Fund Admiral Shares | — | — | — | $27K | 0.2% | |
| Vanguard Target Retirement Income Fund | — | — | — | $25K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $15K | 0.1% |
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