Harriet McArthur signed The Caldwell Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Caldwell Foundation's EIN is 75-6004080.
Download the official 2024 Form 5500 (PDF) for The Caldwell Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Caldwell Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Income Fund | Mutual Funds | — | — | $1.2M | 28.2% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $601K | 14.6% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $461K | 11.2% | |
| Vanguard Equity Inc Fund Admiral | Mutual Funds | — | — | $396K | 9.6% | |
| GALLIARD STABLE RETURN FUND C GALLIARD · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $359K | 8.8% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $274K | 6.7% | |
| Vanguard Strategic Small-Cap Equity Inv | Mutual Funds | — | — | $268K | 6.5% | |
| Tweedy Browne Global Value | Other securities | — | — | $224K | 5.5% | |
| Fidelity Intl Capital Appreciation | Mutual Funds | — | — | $210K | 5.1% | |
| Metropolitan West Total Return Bd M ** 2 Oppenheimer Developing Markets Y | Mutual Funds | — | — | $145K | 3.5% | |
| COLUMBIA TRUST STABLE GOVT III AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 131 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
