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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $19K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K | Mutual Funds | — | — | $9.6M | 16.6% | |
| Fidelity 500 Index PR | Common Collective Trusts | — | — | $6.1M | 10.5% | |
| Fidelity Freedom 2035 K Fund | Mutual Funds | — | — | $5.4M | 9.3% | |
| Fidelity Freedom 2040 K Fund | Mutual Funds | — | — | $4.7M | 8.1% | |
| Fidelity Freedom 2030 K Fund | Mutual Funds | — | — | $3.5M | 6.0% | |
| Fidelity Freedom 2025 K Fund | Mutual Funds | — | — | $3.1M | 5.4% | |
| Fidelity Freedom 2045 K Fund | Mutual Funds | — | — | $3.1M | 5.4% | |
| Fidelity Balanced K | Mutual Funds | — | — | $2.6M | 4.5% | |
| Fidelity Government Money Market Fund ** 2 * Fidelity Total Bond K6 | Mutual Funds | — | — | $2.4M | 4.2% | |
| Fidelity Overseas K | Mutual Funds | — | — | $2.2M | 3.8% | |
| Fidelity Freedom 2050 K Fund | Mutual Funds | — | — | $1.6M | 2.8% | |
| Fidelity Putn Lg Cap Value R6 | Mutual Funds | — | — | $1.5M | 2.7% | |
| Fidelity Low Priced Stock K | Mutual Funds | — | — | $1.5M | 2.5% | |
| MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.3M | 2.2% | |
| Fidelity Freedom 2020 K Fun | Mutual Funds | — | — | $1.2M | 2.0% | |
| Fidelity U.S. Bond Index PR | Mutual Funds | — | — | $919K | 1.6% | |
| Fidelity Mid Cap Stock K | Mutual Funds | — | — | $717K | 1.2% | |
| Fidelity Global Ex US Index Fund | Common Collective Trusts | — | — | $667K | 1.2% | |
| Fidelity Freedom 2055 K Fund | Mutual Funds | — | — | $645K | 1.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $638K | 1.1% | |
| GQG Partners Emerging Markets EQ R6 | Other securities | — | — | $636K | 1.1% | |
| Fidelity Real Estate Investment | Mutual Funds | — | — | $610K | 1.1% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% 0 | Bonds / Notes | — | — | $459K | 0.8% | |
| Calvert Equity I | Other securities | — | — | $417K | 0.7% | |
| Columbia Small Cap Value II I3 | Other securities | — | — | $348K | 0.6% | |
| Fidelity Freedom 2060 K Fund | Mutual Funds | — | — | $307K | 0.5% | |
| Fidelity Freedom 2010 K Fund | Mutual Funds | — | — | $260K | 0.5% | |
| Fidelity Freedom 2015 K Fund | Mutual Funds | — | — | $238K | 0.4% | |
| Fidelity Freedom Income K Fund | Mutual Funds | — | — | $157K | 0.3% | |
| Fidelity Mid Cap IDX | Common Collective Trusts | — | — | $120K | 0.2% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $54K | <0.1% | |
| Fidelity Freedom 2065 K Fund | Mutual Funds | — | — | $50K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
