How big is Callminer, Inc.'s plan?

Callminer, Inc.'s plan reported $22.8M in assets and 225 participants for 2024.

Original filing (PDF)20251015123116NAL0006079600001

Callminer, Inc.

Name: Callminer, Inc. — Callminer, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Callminer, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Callminer, Inc. 401(k) Plan

401(k) retirement plan · Callminer, Inc.'s Callminer, Inc. 401(k) Plan held $22.8M in plan assets for 225 participants in 2024, with ADP as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

225

Accounts w/ balance

282

Plan assets (EOY)

$22.8M

Net assets (EOY)

$22.8M

People on this filing

Robert Lane signed Callminer, Inc.'s 2024 Form 5500 as plan administrator.

Robert Lane — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Callminer, Inc.'s EIN is 32-0026627.

EIN 32-0026627

Plan number 001

Plan year 2024

ACK ID 20251015123116NAL0006079600001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Callminer, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Callminer, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALLMINER, INC..

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How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

CALLMINER, INC.

EIN

all filings

Address

890 WINTER STREET · WALTHAM, MA · 02451

Phone

(770) 597-7886

Industry

Software Publishers· Information / Tech / Media

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)

Service providers (Schedule C)

3 rows

Recordkeeper

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

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH PIERCE FENNER & SMITH	13-5674085	—

Investments

41 direct securities· $22.8M(100% of reported assets)

Mutual Funds

$12.7M

20 holdings

Common Collective Trusts

$4.9M

5 holdings

Other securities

$3.9M

13 holdings

Registered Investment Companies

$1.1M

1 holding

Participant loans

$243K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
BlackRock iShares S&P 500 Index Fund - Class K N/R	Common Collective Trusts	—	—	$4.5M	19.7%
American Funds American Funds 2055 Target Date Retirement Fund - Class R6 N/R	Mutual Funds	—	—	$2.2M	9.8%
American Funds American Funds 2045 Target Date Retirement Fund - Class R6 N/R	Mutual Funds	—	—	$1.6M	7.1%
American Funds American Funds 2040 Target Date Retirement Fund - Class R6 N/R	Mutual Funds	—	—	$1.6M	7.1%
American Funds American Funds 2050 Target Date Retirement Fund - Class R6 N/R	Mutual Funds	—	—	$1.3M	5.6%
American Funds American Funds 2035 Target Date Retirement Fund - Class R6 N/R	Mutual Funds	—	—	$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	Mutual Funds	—	—	$1.0M	4.5%
Fuller & Thaler Fuller & Thaler Behavioral Small Cap Equity Fund - Class R6 N/R	Other securities	—	—	$750K	3.3%
American Funds American Funds 2030 Target Date Retirement Fund - Class R6 N/R	Mutual Funds	—	—	$667K	2.9%
Federated MDT Mid-Cap Growth Fund - Class R6 N/R	Other securities	—	—	$593K	2.6%
BlackRock Equity Dividend Fund - Class K N/R	Other securities	—	—	$523K	2.3%
JPMorgan US Large Cap Core Plus Fund - Class R6 N/R	Other securities	—	—	$484K	2.1%
PIMCO Income Fund - Institutional Class N/R	Mutual Funds	—	—	$449K	2.0%
BlackRock T-Fund - Institutional Class N/R	Other securities	—	—	$409K	1.8%
American Funds American Funds New Perspective Fund - Class R6 N/R	Mutual Funds	—	—	$407K	1.8%
MFS Core Equity Fund - Class R6 N/R	Mutual Funds	—	—	$385K	1.7%
ClearBridge Large Cap Growth Fund - Class IS N/R	Other securities	—	—	$368K	1.6%
PIMCO Real Return Fund - Institutional Class N/R	Mutual Funds	—	—	$336K	1.5%
MFS International Growth Fund - Class R6 N/R	Mutual Funds	—	—	$309K	1.4%
American Funds American Funds 2020 Target Date Retirement Fund - Class R6 N/R	Mutual Funds	—	—	$306K	1.3%
Participant Loans Notes receivable from participants, with interest rates ranging $0	Participant loans	—	—	$243K	1.1%
Cohen & Steers Cohen & Steers Real Estate Securities Fund - Class Z N/R	Other securities	—	—	$215K	0.9%
American Funds American Funds Fundamental Investors Fund - Class R6 N/R	Mutual Funds	—	—	$203K	0.9%
Macquarie Emerging Markets - Class R N/R	Other securities	—	—	$200K	0.9%
Loomis Sayles Loomis Sayles Global Allocation Fund - Class N N/R	Other securities	—	—	$198K	0.9%
BlackRock iShares Russell Mid-Cap Index Fund - Class K N/R	Common Collective Trusts	—	—	$157K	0.7%
American Funds American Funds 2025 Target Date Retirement Fund - Class R6 N/R	Mutual Funds	—	—	$134K	0.6%
Columbia Small Cap Index Fund - Institutional 2 Class N/R	Common Collective Trusts	—	—	$127K	0.6%
Baird Core Plus Bond Institutional N/R	Other securities	—	—	$116K	0.5%
Lord Abbett Lord Abbett Short Duration Income Fund - Class R6 N/R	Mutual Funds	—	—	$110K	0.5%
MFS Value Fund - Class R6 N/R	Mutual Funds	—	—	$104K	0.5%
American Funds American Funds Intermediate Bond Fund of America - Class R6 N/R	Mutual Funds	—	—	$99K	0.4%
BlackRock iShares MSCI Total International Index Fund - Class K N/R	Common Collective Trusts	—	—	$85K	0.4%
MFS International Diversification Fund - Class R6 N/R	Mutual Funds	—	—	$82K	0.4%
T. Rowe Price T Rowe Price Spectrum Moderate Growth Allocation Fund N/R	Mutual Funds	—	—	$43K	0.2%
Causeway International Value Fund - Institutional Class Shares N/R	Other securities	—	—	$23K	0.1%
BlackRock iShares U.S. Aggregate Bond Index Fund - Class K N/R	Common Collective Trusts	—	—	$21K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%