George Glanz signed Caldwell Tanks, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Caldwell Tanks, Inc.'s EIN is 61-0148890.
Download the official 2024 Form 5500 (PDF) for Caldwell Tanks, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Caldwell Tanks, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STOCK YARDS BANK & TRUST | 61-0354170 | — | ADVISOR | $51K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $10.1M | 33.8% | |
| MFS Lifetime 2040 R6 | Mutual Funds | — | — | $2.3M | 7.6% | |
| MFS Lifetime 2030 R6 | Mutual Funds | — | — | $1.8M | 5.9% | |
| VOYA Fixed Account (4450) | Other securities | — | — | $1.7M | 5.6% | |
| MFS Lifetime Income R6 | Mutual Funds | — | — | $1.5M | 5.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.4M | 4.8% | |
| American Century Ultra R6 | Other securities | — | — | $1.4M | 4.7% | |
| Fidelity International Index | Mutual Funds | — | — | $1.4M | 4.6% | |
| MFS Lifetime 2050 R6 | Mutual Funds | — | — | $1.2M | 4.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.2M | 4.1% | |
| Federated Total Return Bond R6 | Other securities | — | — | $1.0M | 3.4% | |
| Fidelity STIF | Mutual Funds | — | — | $618K | 2.1% | |
| MFS Lifetime 2045 R6 | Mutual Funds | — | — | $604K | 2.0% | |
| MFS Lifetime 2035 R6 | Mutual Funds | — | — | $551K | 1.8% | |
| Notes Receivable from Participants 4.25% 9.50%; payable in one to five years | Bonds / Notes | — | — | $510K | 1.7% | |
| MFS Lifetime 2060 R6 | Mutual Funds | — | — | $482K | 1.6% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $454K | 1.5% | |
| MFS Lifetime 2065 R6 | Mutual Funds | — | — | $251K | 0.8% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $247K | 0.8% | |
| American Funds Balanced R6 | Mutual Funds | — | — | $246K | 0.8% | |
| Fidelity Govt Money Market | Mutual Funds | — | — | $170K | 0.6% | |
| Neuberger Berman Genesis R6 | Other securities | — | — | $141K | 0.5% | |
| MFS Lifetime 2055 R6 | Mutual Funds | — | — | $129K | 0.4% | |
| Dimensional Fund Advs Inflation Protection Security Portfolio | Mutual Funds | — | — | $118K | 0.4% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $114K | 0.4% | |
| MFS Lifetime 2025 R6 | Mutual Funds | — | — | $103K | 0.3% | |
| MFS New Discovery Value R6 | Mutual Funds | — | — | $56K | 0.2% | |
| American Century Mid Cap Value R6 | Other securities | — | — | $14K | <0.1% |
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 |
|---|---|---|---|---|---|
| LBMC, PC | 62-1199757 | — | ACCOUNTANT/AUDITOR | $11K | — |
