Susan Harman signed Calsigi LLC DBA Strat INFO Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Calsigi LLC DBA Strat INFO Group's EIN is 27-3139387.
Download the official 2024 Form 5500 (PDF) for Calsigi LLC DBA Strat INFO Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calsigi LLC DBA Strat INFO Group'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 | $24K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.4M | 17.1% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.3M | 9.2% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $894K | 6.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $794K | 5.6% | |
| Nuveen Lifestyle Aggressive Growth Fund Class R6 | Mutual Funds | — | — | $772K | 5.4% | |
| Vanguard Information Technology Index Fund Admiral Shares | Common Collective Trusts | — | — | $742K | 5.2% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $561K | 4.0% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $489K | 3.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $461K | 3.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $394K | 2.8% | |
| Nuveen Lifestyle Moderate Fund Class R6 | Mutual Funds | — | — | $391K | 2.8% | |
| Nuveen Lifestyle Income Fund Class R6 | Mutual Funds | — | — | $372K | 2.6% | |
| American Funds American Balanced Fund Class R6 | Mutual Funds | — | — | $315K | 2.2% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $295K | 2.1% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $279K | 2.0% | |
| BlackRock Health Sciences Opportunities Fund Class K | Other securities | — | — | $278K | 2.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $256K | 1.8% | |
| Notes receivable from participants | Other securities | — | — | $240K | 1.7% | |
| Nuveen Lifestyle Conservative Fund Class R6 | Mutual Funds | — | — | $224K | 1.6% | |
| American Funds Washington Mutual Investors Fund Class R6 | Mutual Funds | — | — | $217K | 1.5% | |
| Nuveen Lifestyle Growth Fund Class R6 | Mutual Funds | — | — | $185K | 1.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $140K | 1.0% | |
| PGIM High Yield Fund Class R6 | Other securities | — | — | $130K | 0.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $128K | 0.9% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $124K | 0.9% | |
| PGIM Total Return Bond Fund Class R6 | Other securities | — | — | $117K | 0.8% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $109K | 0.8% | |
| Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $98K | 0.7% | |
| Undiscovered Managers Behavioral Value Fund Class R6 | Other securities | — | — | $91K | 0.6% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $87K | 0.6% | |
| Vanguard Energy Index Fund Admiral Shares | Common Collective Trusts | — | — | $85K | 0.6% | |
| JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $58K | 0.4% | |
| Principal MidCap Value Fund Institutional Class R6 | Other securities | — | — | $50K | 0.4% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $47K | 0.3% | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | Mutual Funds | — | — | $34K | 0.2% | |
| Vanguard Utilities Index Fund Admiral Shares | Common Collective Trusts | — | — | $27K | 0.2% | |
| Goldman Sachs Emerging Markets Equity Fund Institutional Class | Other securities | — | — | $27K | 0.2% | |
| Vanguard Financials Index Fund Admiral Shares | Common Collective Trusts | — | — | $27K | 0.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $25K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
