Stephen Sadowski signed Calibre CPA Group, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Calibre CPA Group, PLLC's EIN is 47-0900880.
Download the official 2024 Form 5500 (PDF) for Calibre CPA Group, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calibre CPA Group, PLLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $72K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MM S&P 500 Index Fd(Nrthrn Tr) Mutual funds N/A 569,916 (1) | Common Collective Trusts | — | — | $8.3M | 16.6% | |
| Guaranteed and fixed investment contracts * SAGIC Div Bond II Guaranteed interest contract N/A (1) | Other securities | — | — | $5.6M | 11.2% | |
| BlackRock Lifepath Index 2035 Fd Mutual funds N/A 291,224 (1) | Other securities | — | — | $5.5M | 11.0% | |
| BlackRock Lifepath Index 2040 Fd Mutual funds N/A 220,957 (1) | Other securities | — | — | $4.5M | 9.1% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $3.2M | 6.5% | |
| BlackRock Lifepath Index 2045 Fd Mutual funds N/A 134,149 (1) | Other securities | — | — | $3.0M | 6.0% | |
| MFS Value Fund Mutual funds N/A 57,018 (1) | Mutual Funds | — | — | $2.8M | 5.5% | |
| BlackRock Lifepath Index 2055 Fd Mutual funds N/A 98,747 (1) | Other securities | — | — | $2.4M | 4.8% | |
| BlackRock Lifepath Index 2030 Fd Mutual funds N/A 119,441 (1) | Other securities | — | — | $2.0M | 4.1% | |
| BlackRock Lifepath Index Rmnt Fund Mutual funds N/A 125,682 (1) | Other securities | — | — | $1.7M | 3.5% | |
| BlackRock Lifepath Index 2060 Fd Mutual funds N/A 64,910 (1) | Other securities | — | — | $1.4M | 2.8% | |
| BlackRock Lifepath Index 2050 Fd Mutual funds N/A 59,726 (1) | Other securities | — | — | $1.4M | 2.8% | |
| AmerFunds EuroPacific Gr Fund Mutual funds N/A 19,305 (1) | Mutual Funds | — | — | $1.0M | 2.1% | |
| Vanguard Small Cap Index Fund Mutual funds N/A 7,200 (1) | Common Collective Trusts | — | — | $829K | 1.7% | |
| MM US GOVT MNY MKT Fund Mutual funds N/A 423 (1) 423 T. Rowe Price New Horizons Fnd Mutual funds N/A 14,124 (1) | Other securities | — | — | $794K | 1.6% | |
| Fidelity Advisor Strategic Income Mutual funds N/A 65,378 (1) | Mutual Funds | — | — | $758K | 1.5% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 000 | Common Collective Trust | — | — | $716K | 1.4% | |
| Vanguard Tot Intl Stck Index Fund Mutual funds N/A 21,560 (1) | Common Collective Trusts | — | — | $683K | 1.4% | |
| JP Morgan Mid Cap Value Fund Mutual funds N/A 13,456 (1) | Other securities | — | — | $494K | 1.0% | |
| Fidelity Emerging Markets Index Mutual funds N/A 47,065 (1) | Mutual Funds | — | — | $492K | 1.0% | |
| MM Mid Cap Growth Fund Mutual funds N/A 25,399 (1) | Other securities | — | — | $491K | 1.0% | |
| Vanguard Tot Bond Market Index Fund Mutual funds N/A 50,741 (1) | U.S. Treasuries | — | — | $481K | 1.0% | |
| Vanguard Mid Cap Index Fund Mutual funds N/A 1,320 (1) | Common Collective Trusts | — | — | $431K | 0.9% | |
| Columbia Small Cap Value II Fd Mutual funds N/A 29,233 (1) | Other securities | — | — | $420K | 0.8% | |
| MFS International Value Fund Mutual funds N/A 6,997 (1) | Mutual Funds | — | — | $250K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
