Kristen McLeod signed Calibre Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Calibre Systems, Inc.'s EIN is 52-1602142.
Download the official 2024 Form 5500 (PDF) for Calibre Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calibre Systems, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $178K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 20-8874282 | — | INVESTMENT MANAGEMENT | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund Mutual Fund | Common Collective Trusts | — | — | $16.0M | 14.0% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $15.2M | 13.3% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $12.8M | 11.2% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $10.4M | 9.1% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $9.7M | 8.5% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $9.1M | 7.9% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $6.4M | 5.6% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $6.0M | 5.2% | |
| Prin Fixed Inc Guar Option Investment Contract | Common Stocks | — | — | $5.2M | 4.5% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.8M | 2.4% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.6M | 2.3% | |
| T. Rowe Price Mid-Cap Val I Fund Mutual Fund | Other securities | — | — | $1.8M | 1.6% | |
| Fidelity Small Cap Grth K6 Fd Mutual Fund | Mutual Funds | — | — | $1.3M | 1.1% | |
| MFS Mid-Caps Growth R6 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 1.0% | |
| Fidelity Mid Cp Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.0M | 0.9% | |
| Amer Century Sml Cap Val R6 Fund Mutual Fund | Other securities | — | — | $1.0M | 0.9% | |
| Vanguard Ttl Bd Mkt Idx Adm Fund Mutual Fund | Common Collective Trusts | — | — | $1.0M | 0.9% | |
| BlackRock Equity Div K Fund Mutual Fund | Other securities | — | — | $1.0M | 0.9% | |
| Vanguard Dev Mkts Index Adm Fund Mutual Fund | Mutual Funds | — | — | $991K | 0.9% | |
| to 9.50% | Bonds / Notes | — | — | $887K | 0.8% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $799K | 0.7% | |
| MFS Intl Diversification R4 Fund Mutual Fund | Mutual Funds | — | — | $743K | 0.6% | |
| BlackRock Stra Inc Opp K Fund Mutual Fund | Common Stocks | — | — | $721K | 0.6% | |
| American Funds NewPrsp R6 Fund Mutual Fund | Mutual Funds | — | — | $678K | 0.6% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $676K | 0.6% | |
| John Hancock Bond R6 Fund Mutual Fund | Other securities | — | — | $673K | 0.6% | |
| LgCap S&P 500 Index Separate Account Pooled Separate Account | Pooled Separate Accounts | — | — | $622K | 0.5% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $622K | 0.5% | |
| Fidelity Emerging Markets K Fd Mutual Fund | Mutual Funds | — | — | $556K | 0.5% | |
| Am Cent Disc Core Value I Fund Mutual Fund | Other securities | — | — | $499K | 0.4% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $377K | 0.3% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $329K | 0.3% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $259K | 0.2% | |
| Cohen and Steers Realty Z Shs Fd Mutual Fund | Common Stocks | — | — | $254K | 0.2% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $246K | 0.2% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $206K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $118K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $105K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $104K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $100K | <0.1% |
