JON KOOP signed Calfrac Well Services Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Calfrac Well Services Corp.'s EIN is 84-1591738.
Download the official 2024 Form 5500 (PDF) for Calfrac Well Services Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calfrac Well Services Corp.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $132K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | ADVISOR | $67K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2050 R6 | Mutual Funds | — | — | $8.3M | 16.4% | |
| American Funds Target Date Retirement 2045 R6 | Mutual Funds | — | — | $5.4M | 10.7% | |
| American Funds Target Date Retirement 2055 R6 | Mutual Funds | — | — | $5.0M | 9.9% | |
| American Funds Target Date Retirement 2040 R6 | Mutual Funds | — | — | $4.5M | 8.9% | |
| American Funds Target Date Retirement 2035 R6 | Mutual Funds | — | — | $3.9M | 7.7% | |
| American Funds Target Date Retirement 2030 R6 | Mutual Funds | — | — | $3.0M | 6.0% | |
| American Funds Target Date Retirement 2060 R6 | Mutual Funds | — | — | $3.0M | 5.8% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $2.9M | 5.8% | |
| Notes Receivable from Participants Interest rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $2.0M | 3.9% | |
| AB US LG CAP GR L WILMINGTON · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.7M | 3.4% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $1.6M | 3.1% | |
| American Funds Washington Mutual R6 | Mutual Funds | — | — | $1.3M | 2.6% | |
| American Funds Target Date Retirement 2065 R6 | Mutual Funds | — | — | $1.1M | 2.3% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $757K | 1.5% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $752K | 1.5% | |
| RELIANCE TR/NY LIFE ANCHOR CL 0 NEW YORK LIFE · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $688K | 1.4% | |
| Vanguard Small Cap Growth Index Adm | Mutual Funds | — | — | $637K | 1.3% | |
| PIMCO Income Instl | Mutual Funds | — | — | $574K | 1.1% | |
| Goldman Sachs Intl Small Cap Insights I | Other securities | — | — | $529K | 1.0% | |
| American Funds Target Date Retirement 2025 R6 | Mutual Funds | — | — | $523K | 1.0% | |
| PIMCO Total Return Instl | Mutual Funds | — | — | $494K | 1.0% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $427K | 0.8% | |
| American Funds Target Date Retirement 2020 R6 | Mutual Funds | — | — | $369K | 0.7% | |
| Principal Real Estate Securities Inst | Other securities | — | — | $287K | 0.6% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $257K | 0.5% | |
| Dimensional DFA US Targeted Value | Mutual Funds | — | — | $168K | 0.3% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $157K | 0.3% | |
| Cash and Cash Equivalents * State Street Bank and Trust Company Cash Reserve Account | Cash / Money Market | — | — | $79K | 0.2% | |
| John Hancock 3 Disciplined Val Mid Cap R6 | Other securities | — | — | $77K | 0.2% | |
| American Funds Target Date Retirement 2010 R6 | Mutual Funds | — | — | $43K | <0.1% | |
| American Funds Target Date Retirement 2015 R6 | Mutual Funds | — | — | $5K | <0.1% |
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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | AUDITOR | $35K | — |
