Elizabeth Jones signed Callisons, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Callisons, Inc.'s EIN is 91-0625044.
Download the official 2024 Form 5500 (PDF) for Callisons, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Callisons, Inc.'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 |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | GLASTONBURY, CT | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $12K | — |
| CHARLES SCHWAB TRUST BANK |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $5.8M | 18.5% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.9M | 12.5% | |
| Harbor Capital Appreciation Fund Mutual Fund | Other securities | — | — | $3.4M | 11.0% | |
| MORELY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.4M | 7.5% | |
| MFS International Diversification Fund Mutual Fund | Mutual Funds | — | — | $2.2M | 7.0% | |
| Vanguard Small-Cap Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.5M | 4.8% | |
| Vanguard Value Index Mutual Fund | Mutual Funds | — | — | $1.4M | 4.6% | |
| Macquarie Mid Cap Growth Fund Mutual Fund | Common Collective Trusts | — | — | $1.4M | 4.5% | |
| Vanguard Developed Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.3M | 4.1% | |
| Virtus Real Estate Fund Mutual Fund | Other securities | — | — | $979K | 3.1% | |
| Vanguard Intermediate Index Fund Mutual Fund | Common Collective Trusts | — | — | $952K | 3.0% | |
| Nationwide Geneva Small Cap Growth Mutual Fund | Other securities | — | — | $936K | 3.0% | |
| PIMCO Total Return Fund Mutual Fund | Mutual Funds | — | — | $924K | 3.0% | |
| Vanguard Small Cap Value Index Mutual Fund | Mutual Funds | — | — | $883K | 2.8% | |
| PIMCO Real Return Fund Mutual Fund | Mutual Funds | — | — | $551K | 1.8% | |
| Participant loans Rates from 4.25% - 9.50% - 0 - | Bonds / Notes | — | — | $304K | 1.0% | |
| Schwab Bank Sweep Interest-bearing cash | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
