Brandon Jones signed Callrail's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Callrail's EIN is 47-2866426.
Download the official 2024 Form 5500 (PDF) for Callrail from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Callrail's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $41K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| FID Fdm Idx 2055 Ipr Mutual Funds | Common Collective Trusts | — | — | $5.5M | 22.7% | |
| FID Fdm Idx 2050 Ipr Mutual Funds | Common Collective Trusts | — | — | $4.5M | 18.5% | |
| FID Fdm Idx 2045 Ipr Mutual Funds | Common Collective Trusts | — | — | $3.5M | 14.5% | |
| FID Fdm Idx 2060 Ipr Mutual Funds | Common Collective Trusts | — | — | $2.4M | 10.1% | |
| FID 500 Index Mutual Funds | Common Collective Trusts | — | — | $2.2M | 9.3% | |
| FID Fdm Idx 2040 Ipr Mutual Funds | Common Collective Trusts | — | — | $1.3M | 5.6% | |
| FID Fdm Idx 2035 Ipr Mutual Funds | Common Collective Trusts | — | — | $770K | 3.2% | |
| FID Fdm Idx 2030 Ipr Mutual Funds | Common Collective Trusts | — | — | $494K | 2.0% | |
| Ab Lg Cap Grth Z Mutual Funds | Other securities | — | — | $490K | 2.0% | |
| FID Intl Index Mutual Funds | Mutual Funds | — | — | $425K | 1.8% | |
| FID Fdm Idx 2065 Ipr Mutual Funds | Common Collective Trusts | — | — | $370K | 1.5% | |
| FID Mid Cap Idx Mutual Funds | Common Collective Trusts | — | — | $336K | 1.4% | |
| Participant Loans Range of Interest Rates Range from 5.25% to 10.50% | Bonds / Notes | — | — | $270K | 1.1% | |
| Vang Sm Cap Idx Adm Mutual Funds | Common Collective Trusts | — | — | $239K | 1.0% | |
| Putn Lg Cap Val R6 Mutual Funds | Other securities | — | — | $191K | 0.8% | |
| JPM Core Bond R6 Mutual Funds | Other securities | — | — | $180K | 0.7% | |
| BLKRK Md Cp Gr Eq K Mutual Funds | Other securities | — | — | $136K | 0.6% | |
| FID US Bond Idx Mutual Funds | Common Collective Trusts | — | — | $120K | 0.5% | |
| Jpm Emrg Mkts Eq R6 Mutual Funds | Other securities | — | — | $119K | 0.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $107K | 0.4% | |
| Am Cent Sm Cap Gr R6 Mutual Funds | Other securities | — | — | $99K | 0.4% | |
| Cb Intl Grth IS Mutual Funds | Other securities | — | — | $80K | 0.3% | |
| C&S Real Estate Z Mutual Funds | Other securities | — | — | $69K | 0.3% | |
| Pimco Income Inst Mutual Funds | Mutual Funds | — | — | $63K | 0.3% | |
| FID Fdm Idx 2025 Ipr Mutual Funds | Common Collective Trusts | — | — | $53K | 0.2% | |
| J H Balanced N Mutual Funds | Other securities | — | — | $46K | 0.2% | |
| FID Govt Mmkt K6 Money Market | Mutual Funds | — | — | $23K | <0.1% | |
| MFS Mid Cap Value R6 Mutual Funds | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $6K |
| — |
