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Original filing (PDF)20250731052138NAL0004859409001
CONTRACT CALLERS, INC.
Form 5500
FILING_RECEIVED
CONTRACT CALLERS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~113 bps in Sched C fees
Active participants
114
Accounts w/ balance
175
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 113 bps in Schedule C fees — 117% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTRACT CALLERS, INC..
Plan sponsor
Name
CONTRACT CALLERS, INC.
EIN
58-1448135
Address
501 GREENE ST., 3RD FLOOR · SUITE 302 · AUGUSTA, GA · 30901
Phone
(706) 868-5188
Industry
Admin Support & Waste Mgmtsee 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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $34K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONTRACT CALLERS, INC | 58-1448135 | — | ACCOUNTANT | $11K | — |
Investments
25 direct securities · 1 pooled fund· $4.0M(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.
Registered Investment Companies
$3.9M
25 holdings
Common Collective Trust
$128K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $792K | 19.8% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $592K | 14.8% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $415K | 10.4% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $257K | 6.4% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $238K | 6.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $205K | 5.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $176K | 4.4% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $162K | 4.1% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $137K | 3.4% | |
| FID FREE INDX 2015 PREM 44 REGISTERED INVESTMENT COMPANY VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $133K | 3.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $128K | 3.2% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $119K | 3.0% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $108K | 2.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $104K | 2.6% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $87K | 2.2% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $72K | 1.8% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $62K | 1.5% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $52K | 1.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $40K | 1.0% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $33K | 0.8% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $23K | 0.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $20K | 0.5% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $15K | 0.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $12K | 0.3% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $7K | 0.2% |
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