Farrell Calhoun, Inc.'s EIN is 62-0431608.
Download the official 2024 Form 5500 (PDF) for Farrell Calhoun, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Farrell Calhoun, Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| UBS Reg Investment Acct 26023 0 | Other securities | — | — | $6.9M | 25.1% | |
| GT Erisa A Joint Partnership Venture | Other securities | — | — | $6.1M | 22.3% | |
| GT Erisa B Joint Partnership Venture | Other securities | — | — | $5.2M | 18.9% | |
| GT US Fund Joint Partnerhip Venture | Other securities | — | — | $3.9M | 14.2% | |
| UBS Reg Investment Acct 26024 | Other securities | — | — | $2.4M | 8.5% | |
| GT International Equity Joint Partnership Venture | Other securities | — | — | $2.2M | 7.8% | |
| UBS Reg Investment Acct 26026 | Other securities | — | — | $1.9M | 6.7% | |
| UBS Reg Investment Acct 26025 | Other securities | — | — | $1.8M | 6.7% | |
| GT 1607 Partners Joint Partnership Venture | Other securities | — | — | $544K | 2.0% | |
| Charles Schwab Registered investments | Mutual Funds | — | — | $323K | 1.2% | |
| GT Special Opportunity Joint Partnership Venture | Other securities | — | — | $45K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
