Briar Forester signed Calix, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Calix, Inc.'s EIN is 68-0438710.
Download the official 2024 Form 5500 (PDF) for Calix, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calix, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $65K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 500 Index Fund Institutional Class Registered Investment Company | Common Collective Trusts | — | — | $34.9M | 13.6% | |
| JPMorgan Large Cap Growth Fund R6 Registered Investment Company | Common Stocks | — | — | $29.9M | 11.7% | |
| T. Rowe Price Retirement 2030 A Fund Collective Trust | Common Collective Trusts | — | — | $18.9M | 7.4% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $18.9M | 7.4% | |
| T. Rowe Price Retirement 2035 A Fund Collective Trust | Common Collective Trusts | — | — | $16.5M | 6.4% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $16.5M | 6.4% | |
| Self-Directed Brokerage Accounts Registered Investment Companies, Common Stock, ** Money Market Funds | Self-Directed Brokerage | — | — | $14.9M | 5.8% | |
| T. Rowe Price Retirement 2040 A Fund Collective Trust | Common Collective Trusts | — | — | $14.4M | 5.6% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $14.4M | 5.6% | |
| T. Rowe Price Retirement 2045 A Fund Collective Trust | Common Collective Trusts | — | — | $13.8M | 5.4% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $13.8M | 5.4% | |
| Janus Henderson Enterprise Fund I Shares Registered Investment Company | Mutual Funds | — | — | $13.5M | 5.3% | |
| BlackRock Equity Dividend Fund Institutional Shares Registered Investment Company | Common Stocks | — | — | $10.2M | 4.0% | |
| BlackRock Equity Dividend K Registered Investment Company | Common Stocks | — | — | $10.2M | 4.0% | |
| Vanguard Federal Money Market Fund Money Market Fund | Mutual Funds | — | — | $10.0M | 3.9% | |
| T. Rowe Price Retirement 2050 A Fund Collective Trust | Common Collective Trusts | — | — | $9.0M | 3.5% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $9.0M | 3.5% | |
| T. Rowe Price Retirement 2025 A Fund Collective Trust | Common Collective Trusts | — | — | $7.9M | 3.1% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $7.9M | 3.1% | |
| T. Rowe Price Retirement 2055 A Fund Collective Trust | Common Collective Trusts | — | — | $6.7M | 2.6% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $6.7M | 2.6% | |
| DODGE & COX INCOME I Registered Investment Company | Mutual Funds | — | — | $6.6M | 2.6% | |
| MFS Intl Diversification R6 Registered Investment Company | Mutual Funds | — | — | $6.4M | 2.5% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $5.2M | 2.0% | |
| MFS Research Fund Class R6 Registered Investment Company | Mutual Funds | — | — | $5.1M | 2.0% | |
| Fidelity International Index Fund Premium Class Registered Investment Company | Common Collective Trusts | — | — | $3.6M | 1.4% | |
| T. Rowe Price Retirement 2020 A Fund Collective Trust | Common Collective Trusts | — | — | $3.6M | 1.4% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.6M | 1.4% | |
| Fidelity Extended Market Index Fund - Premium Class Registered Investment Company | Common Collective Trusts | — | — | $2.9M | 1.1% | |
| T. Rowe Price Retirement 2065 A Fund Collective Trust | Common Collective Trusts | — | — | $2.6M | 1.0% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $2.6M | 1.0% | |
| Fidelity U.S. Bond Index Fund - Premium Class Registered Investment Company | Common Collective Trusts | — | — | $1.6M | 0.6% | |
| to 9.50% maturing through May 2034 | Bonds / Notes | — | — | $1.5M | 0.6% | |
| American Funds US Government SEC R6 Registered Investment Company | Mutual Funds | — | — | $913K | 0.4% | |
| Victory Sycamore Established Value Fund Class R6 Registered Investment Company | Common Stocks | — | — | $902K | 0.4% | |
| T. Rowe Price Retirement 2015 A Fund Collective Trust | Common Collective Trusts | — | — | $897K | 0.3% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $897K | 0.3% | |
| Fidelity Small Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $836K | 0.3% | |
| T. Rowe Price Retirement 2065 A Fund Collective Trust | Common Collective Trusts | — | — | $758K | 0.3% | |
| TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $758K | 0.3% | |
| T. Rowe Price Retirement 2005 A Fund Collective Trust | Common Collective Trusts | — | — | $695K | 0.3% | |
| TRP RETIRE 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $695K | 0.3% | |
| American Funds New World Fund R6 Registered Investment Company | Mutual Funds | — | — | $674K | 0.3% | |
| Fidelity Small Cap Value Fund Registered Investment Company | Mutual Funds | — | — | $295K | 0.1% | |
| T. Rowe Price Retirement 2010 A Fund Collective Trust | Common Collective Trusts | — | — | $291K | 0.1% | |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $291K | 0.1% | |
| MassMutual Small Cap Growth Equity Fund I Registered Investment Company | Common Stocks | — | — | $166K | <0.1% | |
| American Funds Inflation Linked BD R6 Registered Investment Company | Mutual Funds | — | — | $53K | <0.1% | |
| Cohen & Steers Instl Realty Shares Registered Investment Company | Common Stocks | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $20K |
| — |
