Shirley Horner signed Callpoint, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Callpoint, LLC's EIN is 82-1467795.
Download the official 2022 Form 5500 (PDF) for Callpoint, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Callpoint, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $85K | 22.2% | |
| JPMORGAN EQUITY INCOME FUND R6 365 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $52K | 13.6% | |
| TIAA-CREF SC BLEND INDEX INST 169 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $48K | 12.5% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $42K | 11.1% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $39K | 10.3% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $37K | 9.8% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $19K | 5.0% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $15K | 4.0% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $12K | 3.1% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $9K | 2.3% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $4K | 1.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $3K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2K | 0.4% | |
| VANGUARD INTERMEDIATE TERM BON 718 REGISTERED INVESTMENT COMPANY ISHARES MSCI EAFE INTL INDEX K 344 REGISTERED INVESTMENT COMPANY T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $2K | 0.4% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1K | 0.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $13 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
