Elizabeth Wilson signed The McCallie School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The McCallie School's EIN is 62-0475837.
Download the official 2024 Form 5500 (PDF) for The McCallie School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The McCallie School's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE FINANCIAL PARTNERS, INC. | 62-1812853 | — | TRUSTEE AND INVST MGR | $143K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH + HOWARD | 58-1250486 | — | AUDITOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Pinnacle Cash Sweep | Cash / Money Market | — | $9.1M | $9.1M | 68.2% | |
| United States US Treasury Notes 4.875% 04/30/2026 | U.S. Treasuries | — | $1.0M | $1.0M | 7.6% | |
| United States US Treasury Bills 11/28/2025 | U.S. Treasuries | — | $1.0M | $1.0M | 7.5% | |
| Qualcomm Inc Qualcomm Inc 4.50% 05/20/2030 | Bonds / Notes | — | $506K | $505K | 3.8% | |
| Entergy Louisiana Entergry Louisiana 3.05% 06/01/2031 | Bonds / Notes | — | $459K | $461K | 3.5% | |
| 01/02/2026 Hometrust Bank Hometrust Bank CD 4.25% 04/30/2026 | Bonds / Notes | — | $245K | $245K | 1.8% | |
| Key Bank Key Bank CD 4.30% 12/31/2025 | Bonds / Notes | — | $245K | $245K | 1.8% | |
| Old National Bank Old National Bank Evansville, IN CD | Other securities | — | $245K | $245K | 1.8% | |
| Alabama Credit Union Alabama Credit Union Tuscaloosa CD | Other securities | — | $245K | $245K | 1.8% | |
| Goldman Sachs Goldman Sachs Bank USA CD 4.25% | Bonds / Notes | — | $245K | $245K | 1.8% |
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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | ACTUARY | $32K | — |
