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Original filing (PDF)20250908050415NAL0019107169001
CALEEL HAYDEN LLC
Form 5500
FILING_RECEIVED
CALEEL HAYDEN LLC 401K SAVINGS PLAN
401(k) retirement plan
Active participants
60
Accounts w/ balance
102
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 CALEEL HAYDEN LLC.
Plan sponsor
Name
CALEEL HAYDEN LLC
EIN
39-1878540
Address
610 E 55TH AVE · SUITE 100 · DENVER, CO · 80216
Phone
(303) 454-5313
Industry
Wholesale Tradesee 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
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST WESTERN TRUST BANK | 27-0083757 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
Investments
27 direct securities · 1 pooled fund· $3.9M(99% 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.
Registered Investment Companies
$3.8M
27 holdings
Common Collective Trust
$70K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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