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Original filing (PDF)20250715150316NAL0001716851001
CALLRAIL
Form 5500
FILING_RECEIVED
CALLRAIL 401(K) PLAN
401(k) retirement plan
Active participants
277
Accounts w/ balance
362
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
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 CALLRAIL.
Plan sponsor
Name
CALLRAIL
EIN
47-2866426
Address
100 PEACHTREE ST NW · STE 2700 · ATLANTA, GA · 30303
Phone
(404) 394-9118
Industry
Information / Tech / Mediasee 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
2025-07-15
Pension benefit codes
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $41K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
27 direct securities · 1 pooled fund· $24.2M(100% 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.
Uncategorized
$24.1M
27 holdings
Common Collective Trust
$107K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID Fdm Idx 2055 Ipr Mutual Funds | — | — | — | $5.5M | 22.7% | |
| FID Fdm Idx 2050 Ipr Mutual Funds | — | — | — | $4.5M | 18.5% | |
| FID Fdm Idx 2045 Ipr Mutual Funds | — | — | — | $3.5M | 14.5% | |
| FID Fdm Idx 2060 Ipr Mutual Funds | — | — | — | $2.4M | 10.1% | |
| FID 500 Index Mutual Funds | — | — | — | $2.2M | 9.3% | |
| FID Fdm Idx 2040 Ipr Mutual Funds | — | — | — | $1.3M | 5.6% | |
| FID Fdm Idx 2035 Ipr Mutual Funds | — | — | — | $770K | 3.2% | |
| FID Fdm Idx 2030 Ipr Mutual Funds | — | — | — | $494K | 2.0% | |
| Ab Lg Cap Grth Z Mutual Funds | — | — | — | $490K | 2.0% | |
| FID Intl Index Mutual Funds | — | — | — | $425K | 1.8% | |
| FID Fdm Idx 2065 Ipr Mutual Funds | — | — | — | $370K | 1.5% | |
| FID Mid Cap Idx Mutual Funds | — | — | — | $336K | 1.4% | |
| Participant Loans Range of Interest Rates Range from 5.25% to 10.50% | — | — | — | $270K | 1.1% | |
| Vang Sm Cap Idx Adm Mutual Funds | — | — | — | $239K | 1.0% | |
| Putn Lg Cap Val R6 Mutual Funds | — | — | — | $191K | 0.8% | |
| JPM Core Bond R6 Mutual Funds | — | — | — | $180K | 0.7% | |
| BLKRK Md Cp Gr Eq K Mutual Funds | — | — | — | $136K | 0.6% | |
| FID US Bond Idx Mutual Funds | — | — | — | $120K | 0.5% | |
| Jpm Emrg Mkts Eq R6 Mutual Funds | — | — | — | $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 | — | — | — | $99K | 0.4% | |
| Cb Intl Grth IS Mutual Funds | — | — | — | $80K | 0.3% | |
| C&S Real Estate Z Mutual Funds | — | — | — | $69K | 0.3% | |
| Pimco Income Inst Mutual Funds | — | — | — | $63K | 0.3% | |
| FID Fdm Idx 2025 Ipr Mutual Funds | — | — | — | $53K | 0.2% | |
| J H Balanced N Mutual Funds | — | — | — | $46K | 0.2% | |
| FID Govt Mmkt K6 Money Market | — | — | — | $23K | <0.1% | |
| MFS Mid Cap Value R6 Mutual Funds | — | — | — | $10K | <0.1% |
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