Original filing (PDF)20250813165421NAL0025930434001

CALLFIRE, INC.

Name: CALLFIRE, INC. — CALLFIRE, INC. RETIREMENT TRUST, Form 5500 (2024)
Creator: CALLFIRE, INC.

Form 5500

FILING_RECEIVED

CALLFIRE, INC. RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

133

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (21 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALLFIRE, INC..

Plan sponsor

Name

CALLFIRE, INC.

EIN

86-1122837

Address

548 MARKET ST · SUITE 44523 · SAN FRANCISCO, CA · 94104

Phone

(210) 315-1382

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WALTERS & ASSOCIATES, CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$194	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS LLC	61-1758632	—	ADVISOR	$16K	—

Investments

26 direct securities· $7.6M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index Fund Mutual fund	—	—	—	$1.8M	23.4%
Fidelity Freedom 2040 K Mutual fund	—	—	—	$1.4M	18.6%
Fidelity Blue Chip Growth Mutual fund	—	—	—	$1.0M	13.7%
Fidelity Freedom 2050 K Mutual fund	—	—	—	$818K	10.8%
Fidelity Freedom 2055 K Mutual fund	—	—	—	$660K	8.7%
Fidelity Freedom 2045 K Mutual fund	—	—	—	$345K	4.5%
Fidelity Freedom 2035 K Mutual fund	—	—	—	$194K	2.6%
Fidelity Freedom 2025 K Mutual fund	—	—	—	$190K	2.5%
Fidelity Freedom 2030 K Mutual fund	—	—	—	$162K	2.1%
Fidelity Freedom 2060 K Mutual fund	—	—	—	$157K	2.1%
Fidelity International Index Fund Mutual fund	—	—	—	$125K	1.6%
Fidelity Total Bond Mutual fund	—	—	—	$95K	1.3%
Fidelity Small Cap Index Fund Mutual fund	—	—	—	$95K	1.2%
Fidelity Mid Cap Index Fund Mutual fund	—	—	—	$93K	1.2%
Fidelity US Bond Index Mutual fund	—	—	—	$89K	1.2%
MFS Mid Cap Value Fund R6 Mutual fund	—	—	—	$71K	0.9%
Fidelity Emerging Markets Mutual fund	—	—	—	$64K	0.8%
Columbia Dividend Income Inst3 Mutual fund	—	—	—	$42K	0.6%
Fidelity Overseas Mutual fund	—	—	—	$39K	0.5%
Fidelity Government Money Market Money market fund	—	—	—	$37K	0.5%
Fidelity Small Cap Growth Fund Mutual fund	—	—	—	$27K	0.4%
Fidelity Freedom Income K Mutual fund	—	—	—	$25K	0.3%
Fidelity Freedom 2065 K Mutual fund	—	—	—	$14K	0.2%
Fidelity Mid Cap Growth Index Mutual fund	—	—	—	$9K	0.1%
Participant loans Interest rates - 9.00% - 9.50% -0-	—	—	—	$7K	<0.1%
Cohen & Steers Institutional Realty Shares Mutual fund	—	—	—	$4K	<0.1%