Tom Scott signed CA Ventures, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CA Ventures, LLC's EIN is 46-2691607.
Download the official 2024 Form 5500 (PDF) for CA Ventures, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CA Ventures, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.
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 | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $17.5M | 91.5% | |
| [Assets held in common collective trust] | Other | — | — | $827K | 4.3% | |
| LARGE CAP GRTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $827K | 4.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $400K | 2.1% | |
| [Assets held in common stock] | Other | — | — | $359K | 1.9% | |
| [Assets held in participant loans] | Other | — | — | $35K | 0.2% |
