Ryan Dodson signed Calumet GP, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Calumet GP, LLC's EIN is 36-4579817.
Download the official 2024 Form 5500 (PDF) for Calumet GP, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calumet GP, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $46K | — |
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 232,057 | Common Collective Trusts | — | — | $47.4M | 15.4% | |
| Fidelity Large Cap Growth Index Fund 843,414 | Common Collective Trusts | — | — | $33.0M | 10.8% | |
| Vanguard Institutional Target Retirement 2035 Fund 368,340 | Mutual Funds | — | — | $19.9M | 6.5% | |
| Vanguard Institutional Target Retirement 2040 Fund 342,706 | Mutual Funds | — | — | $19.8M | 6.5% | |
| Vanguard Institutional Target Retirement 2025 Fund 395,366 | Mutual Funds | — | — | $19.5M | 6.4% | |
| Vanguard Institutional Target Retirement 2045 Fund 317,325 | Mutual Funds | — | — | $19.2M | 6.2% | |
| Vanguard Institutional Target Retirement 2030 Fund 349,075 | Mutual Funds | — | — | $17.8M | 5.8% | |
| Vanguard Institutional Target Retirement 2050 Fund 278,028 | Mutual Funds | — | — | $17.1M | 5.6% | |
| Vanguard Small-Cap Index Fund Admiral 107,142 | Common Collective Trusts | — | — | $12.3M | 4.0% | |
| Vanguard Target Retirement Income Fund 260,813 | Mutual Funds | — | — | $11.7M | 3.8% | |
| MONEY MARKET FUND SHARES Vanguard Federal Money Market Fund 10,698,939 | Mutual Funds | — | — | $10.7M | 3.5% | |
| Vanguard Institutional Target Retirement 2055 Fund 129,359 | Mutual Funds | — | — | $10.7M | 3.5% | |
| REGISTERED INVESTMENT COMPANIES American Funds EuroPacific Growth Fund Class R6 163,107 | Mutual Funds | — | — | $8.8M | 2.9% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS | Self-Directed Brokerage | — | — | $8.5M | 2.8% | |
| Vanguard Mid-Cap Index Fund Institutional 108,819 | Common Collective Trusts | — | — | $7.9M | 2.6% | |
| Vanguard Retirement Savings Trust III 7,744,345 | Mutual Funds | — | — | $7.7M | 2.5% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $7.7M | 2.5% | |
| Vanguard Equity Income Fund Admiral Shares 83,355 | Mutual Funds | — | — | $7.3M | 2.4% | |
| Vanguard Institutional Target Retirement 2020 Fund 138,984 | Mutual Funds | — | — | $6.5M | 2.1% | |
| Vanguard Total Bond Market Index Fund I 630,024 | Common Collective Trusts | — | — | $6.0M | 1.9% | |
| Vanguard Institutional Target Retirement 2060 Fund 71,461 | Mutual Funds | — | — | $4.7M | 1.5% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25% - 9.50%, with maturities through March 2040 0 | Bonds / Notes | — | — | $3.9M | 1.3% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $2.7M | 0.9% | |
| Vanguard Institutional Target Retirement 2065 Fund 43,727 | Mutual Funds | — | — | $1.8M | 0.6% | |
| Fidelity Emerging Markets 40,877 | Mutual Funds | — | — | $1.6M | 0.5% | |
| Vanguard Institutional Target Retirement 2070 Fund 5,208 | Mutual Funds | — | — | $127K | <0.1% | |
| Vanguard Total International Bond Index Fund Admiral Shares 3,837 | Common Collective Trusts | — | — | $75K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
