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Original filing (PDF)20251013094201NAL0000451667001
CALUMET GP, LLC
Form 5500
FILING_RECEIVED
CALUMET GP, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,725
Accounts w/ balance
1,887
Plan assets (EOY)
$307.0M
Net assets (EOY)
$307.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 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 (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALUMET GP, LLC.
Plan sponsor
Name
CALUMET GP, LLC
EIN
36-4579817
Address
1060 N CAPITOL AVE · SUITE 6-401 · INDIANAPOLIS, IN · 46204
Phone
(317) 328-5660
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $47K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $46K | — |
Investments
25 direct securities · 2 pooled funds· $314.5M(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
$304.0M
25 holdings
Common Collective Trust
$10.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 232,057 | — | — | — | $47.4M | 15.4% | |
| Fidelity Large Cap Growth Index Fund 843,414 | — | — | — | $33.0M | 10.8% | |
| Vanguard Institutional Target Retirement 2035 Fund 368,340 | — | — | — | $19.9M | 6.5% | |
| Vanguard Institutional Target Retirement 2040 Fund 342,706 | — | — | — | $19.8M | 6.5% | |
| Vanguard Institutional Target Retirement 2025 Fund 395,366 | — | — | — | $19.5M | 6.4% | |
| Vanguard Institutional Target Retirement 2045 Fund 317,325 | — | — | — | $19.2M | 6.2% | |
| Vanguard Institutional Target Retirement 2030 Fund 349,075 | — | — | — | $17.8M | 5.8% | |
| Vanguard Institutional Target Retirement 2050 Fund 278,028 | — | — | — | $17.1M | 5.6% | |
| Vanguard Small-Cap Index Fund Admiral 107,142 | — | — | — | $12.3M | 4.0% | |
| Vanguard Target Retirement Income Fund 260,813 | — | — | — | $11.7M | 3.8% | |
| MONEY MARKET FUND SHARES Vanguard Federal Money Market Fund 10,698,939 | — | — | — | $10.7M | 3.5% | |
| Vanguard Institutional Target Retirement 2055 Fund 129,359 | — | — | — | $10.7M | 3.5% | |
| REGISTERED INVESTMENT COMPANIES American Funds EuroPacific Growth Fund Class R6 163,107 | — | — | — | $8.8M | 2.9% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS | — | — | — | $8.5M | 2.8% | |
| Vanguard Mid-Cap Index Fund Institutional 108,819 | — | — | — | $7.9M | 2.6% | |
| Vanguard Retirement Savings Trust III 7,744,345 | — | — | — | $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 | — | — | — | $7.3M | 2.4% | |
| Vanguard Institutional Target Retirement 2020 Fund 138,984 | — | — | — | $6.5M | 2.1% | |
| Vanguard Total Bond Market Index Fund I 630,024 | — | — | — | $6.0M | 1.9% | |
| Vanguard Institutional Target Retirement 2060 Fund 71,461 | — | — | — | $4.7M | 1.5% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25% - 9.50%, with maturities through March 2040 0 | — | — | — | $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 | — | — | — | $1.8M | 0.6% | |
| Fidelity Emerging Markets 40,877 | — | — | — | $1.6M | 0.5% | |
| Vanguard Institutional Target Retirement 2070 Fund 5,208 | — | — | — | $127K | <0.1% | |
| Vanguard Total International Bond Index Fund Admiral Shares 3,837 | — | — | — | $75K | <0.1% |
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