Michelle Stollsteimer signed Caleel Hayden LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Caleel Hayden LLC's EIN is 39-1878540.
Download the official 2024 Form 5500 (PDF) for Caleel Hayden LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Caleel Hayden LLC'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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST WESTERN TRUST BANK | 27-0083757 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LT HYBRID 2050 R6 | Registered Investment Companies | — | — | $749K | 19.1% | |
| PRINCIPAL LT HYBRID 2045 R6 | Registered Investment Companies | — | — | $638K | 16.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $390K | 9.9% | |
| PRINCIPAL LT HYBRID 2055 R6 | Registered Investment Companies | — | — | $387K | 9.9% | |
| PRINCIPAL LT HYBRID 2040 R6 | Registered Investment Companies | — | — | $358K | 9.1% | |
| PRINCIPAL LT HYBRID 2035 R6 | Registered Investment Companies | — | — | $293K | 7.5% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $142K | 3.6% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $132K | 3.4% | |
| VANGUARD TOT INTL STK IND ADM 645 REGISTERED INVESTMENT COMPANY EMPOWER LARGE CAP GRTH INST | Registered Investment Companies | — | — | $122K | 3.1% | |
| MASSMUTUAL MID CAP GR I | Registered Investment Companies | — | — | $117K | 3.0% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $101K | 2.6% | |
| PRINCIPAL LT HYBRID 2060 R6 | Registered Investment Companies | — | — | $81K | 2.1% | |
| PRINCIPAL LT HYBRID 2030 R6 | Registered Investment Companies | — | — | $72K | 1.8% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $70K | 1.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $46K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $32K | 0.8% | |
| PRINCIPAL LT HYBRID 2020 R6 | Registered Investment Companies | — | — | $31K | 0.8% | |
| MASSMUTUAL HIGH YIELD I | Registered Investment Companies | — | — | $27K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $26K | 0.7% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $19K | 0.5% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $18K | 0.5% | |
| GDS EMG MKT EQ INSIGHTS R6 | Registered Investment Companies | — | — | $15K | 0.4% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $11K | 0.3% | |
| VIC CORE PLUS INTERM BOND R6 | Registered Investment Companies | — | — | $8K | 0.2% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $5K | 0.1% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| PRINCIPAL LT HYBRID 2025 R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| PRINCIPAL LT HYBRID INC R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
