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Original filing (PDF)20251015123116NAL0006079600001
CALLMINER, INC.
Form 5500
FILING_RECEIVED
CALLMINER, INC. 401(K) PLAN
401(k) retirement plan
Active participants
225
Accounts w/ balance
282
Plan assets (EOY)
$22.8M
Net assets (EOY)
$22.8M
How this plan invests
This plan
63 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALLMINER, INC..
Plan sponsor
Name
CALLMINER, INC.
EIN
32-0026627
Address
890 WINTER STREET · WALTHAM, MA · 02451
Phone
(770) 597-7886
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $58K | — |
Investments
54 direct securities· $31.2M(100% of reported assets)
Uncategorized
$19.3M
34 holdings
Registered Investment Companies
$11.9M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock iShares S&P 500 Index Fund - Class K N/R | — | — | — | $4.5M | 19.7% | |
| American Funds American Funds 2055 Target Date Retirement Fund - Class R6 N/R | — | — | — | $2.2M | 9.8% | |
| American Funds American Funds 2045 Target Date Retirement Fund - Class R6 N/R | — | — | — | $1.6M | 7.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 7.1% | |
| American Funds American Funds 2040 Target Date Retirement Fund - Class R6 N/R | — | — | — | $1.6M | 7.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 7.1% | |
| American Funds American Funds 2050 Target Date Retirement Fund - Class R6 N/R | — | — | — | $1.3M | 5.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 5.6% | |
| American Funds American Funds 2035 Target Date Retirement Fund - Class R6 N/R | — | — | — | $1.3M | 5.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 5.6% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $1.1M | 4.9% | |
| American Funds American Funds American Balanced Fund - Class R6 N/R | Registered Investment Companies | — | — | $1.0M | 4.5% | |
| Fuller & Thaler Fuller & Thaler Behavioral Small Cap Equity Fund - Class R6 N/R | — | — | — | $750K | 3.3% | |
| FULLERTHALER BEHAVE SMCP EQ R6 | Registered Investment Companies | — | — | $750K | 3.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $667K | 2.9% | |
| American Funds American Funds 2030 Target Date Retirement Fund - Class R6 N/R | — | — | — | $667K | 2.9% | |
| Federated MDT Mid-Cap Growth Fund - Class R6 N/R | Registered Investment Companies | — | — | $593K | 2.6% | |
| BlackRock Equity Dividend Fund - Class K N/R | — | — | — | $523K | 2.3% | |
| JPMorgan US Large Cap Core Plus Fund - Class R6 N/R | — | — | — | $484K | 2.1% | |
| PIMCO Income Fund - Institutional Class N/R | — | — | — | $449K | 2.0% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $409K | 1.8% | |
| American Funds American Funds New Perspective Fund - Class R6 N/R | — | — | — | $407K | 1.8% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $407K | 1.8% | |
| MFS Core Equity Fund - Class R6 N/R | — | — | — | $385K | 1.7% | |
| ClearBridge Large Cap Growth Fund - Class IS N/R | — | — | — | $368K | 1.6% | |
| PIMCO Real Return Fund - Institutional Class N/R | — | — | — | $336K | 1.5% | |
| MFS International Growth Fund - Class R6 N/R | — | — | — | $309K | 1.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $306K | 1.3% | |
| American Funds American Funds 2020 Target Date Retirement Fund - Class R6 N/R | — | — | — | $306K | 1.3% | |
| Participant Loans Notes receivable from participants, with interest rates ranging $0 | — | — | — | $243K | 1.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund - Class Z N/R | — | — | — | $215K | 0.9% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $203K | 0.9% | |
| American Funds American Funds Fundamental Investors Fund - Class R6 N/R | — | — | — | $203K | 0.9% | |
| Macquarie Emerging Markets - Class R N/R | — | — | — | $200K | 0.9% | |
| LOOMIS SAYLES GLB ALLOC N | Registered Investment Companies | — | — | $198K | 0.9% | |
| BlackRock iShares Russell Mid-Cap Index Fund - Class K N/R | — | — | — | $157K | 0.7% | |
| American Funds American Funds 2025 Target Date Retirement Fund - Class R6 N/R | — | — | — | $134K | 0.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $134K | 0.6% | |
| Columbia Small Cap Index Fund - Institutional 2 Class N/R | — | — | — | $127K | 0.6% | |
| Baird Core Plus Bond Institutional N/R | — | — | — | $116K | 0.5% | |
| Lord Abbett Lord Abbett Short Duration Income Fund - Class R6 N/R | — | — | — | $110K | 0.5% | |
| MFS Value Fund - Class R6 N/R | — | — | — | $104K | 0.5% | |
| American Funds American Funds Intermediate Bond Fund of America - Class R6 N/R | — | — | — | $99K | 0.4% | |
| AMF INT BND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $99K | 0.4% | |
| BlackRock iShares MSCI Total International Index Fund - Class K N/R | Registered Investment Companies | — | — | $85K | 0.4% | |
| MFS International Diversification Fund - Class R6 N/R | — | — | — | $82K | 0.4% | |
| TRO SPECTRUM MOD GRTH ALLOC | Registered Investment Companies | — | — | $43K | 0.2% | |
| T. Rowe Price T Rowe Price Spectrum Moderate Growth Allocation Fund N/R | — | — | — | $43K | 0.2% | |
| Causeway International Value Fund - Institutional Class Shares N/R | — | — | — | $23K | 0.1% | |
| CAUSEWAY INTERNATIONL VAL INTL | Registered Investment Companies | — | — | $23K | 0.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $21K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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