Shalaka Kachare signed Callan LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Callan LLC's EIN is 94-2192581.
Download the official 2024 Form 5500 (PDF) for Callan LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Callan LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES ADVISORS LLC | 77-0473565 | — | NONE | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CALLAN GLIDEPATH 2025 FUND Collective Trusts | Common Collective Trusts | — | — | $33.3M | 15.2% | |
| WILMGT TR CIT CG 2025 FD GREAT GRAY TRUST COMPANY · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $33.3M | 15.2% | |
| CALLAN GLIDEPATH 2035 FUND Collective Trusts | Common Collective Trusts | — | — | $22.8M | 10.4% | |
| WILMGT TR CIT CG 2035 FD GREAT GRAY TRUST COMPANY · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $22.8M | 10.4% | |
| CALLAN GLIDEPATH 2045 FUND Collective Trusts | Common Collective Trusts | — | — | $21.5M | 9.8% | |
| WILMGT TR CIT CG 2045 FD GREAT GRAY TRUST COMPANY · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $21.5M | 9.8% | |
| CALLAN GLIDEPATH 2030 FUND Collective Trusts | Common Collective Trusts | — | — | $20.3M | 9.3% | |
| WILMGT TR CIT CG 2030 FD GREAT GRAY TRUST COMPANY · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $20.3M | 9.3% | |
| CALLAN GROWTH EQUITY FUND CLASS F Collective Trusts | Common Collective Trusts | — | — | $17.0M | 7.8% | |
| WILMGT TR CIT CALLAN GRW EQ FD GREAT GRAY TRUST COMPANY · EIN 38-4065321 / PN 418 | Common Collective Trust | — | — | $17.0M | 7.8% | |
| CALLAN GLIDEPATH 2040 FUND Collective Trusts | Common Collective Trusts | — | — | $12.3M | 5.6% | |
| WILMGT TR CIT CG 2040 FD GREAT GRAY TRUST COMPANY · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $12.3M | 5.6% | |
| PERSONAL CHOICE RETIREMENT ACCOUNTS Participant-directed brokerage accounts | Self-Directed Brokerage | — | — | $10.8M | 4.9% | |
| VANGUARD TOTAL STOCK INDEX INST Mutual Fund | Mutual Funds | — | — | $9.5M | 4.3% | |
| CALLAN GLIDEPATH 2050 FUND Collective Trusts | Common Collective Trusts | — | — | $7.2M | 3.3% | |
| WILMGT TR CIT CG 2050 FD GREAT GRAY TRUST COMPANY · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $7.2M | 3.3% | |
| CALLAN SMCAP EQU FUND CL F Common Collective Trust Fund | Common Collective Trusts | — | — | $6.4M | 2.9% | |
| WILMGT CIT CALLAN SMALL CAP EQ FD GREAT GRAY TRUST COMPANY · EIN 38-4065323 / PN 420 | Common Collective Trust | — | — | $6.4M | 2.9% | |
| CALLAN GLIDEPATH 2055 FUND Collective Trusts | Common Collective Trusts | — | — | $6.1M | 2.8% | |
| WILMGT TR CIT CG 2055 FD GREAT GRAY TRUST COMPANY · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $6.1M | 2.8% | |
| MELLON STABLE VALUE FD CL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $6.0M | 2.7% | |
| WILMGT TR CIT CALLAN VALUE EQ FD GREAT GRAY TRUST COMPANY · EIN 38-4065322 / PN 419 | Common Collective Trust | — | — | $5.6M | 2.5% | |
| CALLAN GLIDEPATH 2020 FUND Collective Trusts | Common Collective Trusts | — | — | $5.2M | 2.4% | |
| WILMGT TR CIT CG 2020 FD GREAT GRAY TRUST COMPANY · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $5.2M | 2.4% | |
| CALL INTEQUITY FUND CLASS F Collective Trusts | Common Collective Trusts | — | — | $5.1M | 2.3% | |
| WILMGT TR CIT CALLAN INTL EQ FD GREAT GRAY TRUST COMPANY · EIN 38-4065324 / PN 421 | Common Collective Trust | — | — | $5.1M | 2.3% | |
| CALLAN GLIDEPATH 2060 FUND Collective Trusts | Common Collective Trusts | — | — | $5.0M | 2.3% | |
| WILMGT TR CIT CG 2060 FD GREAT GRAY TRUST COMPANY · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $5.0M | 2.3% | |
| CALLAN EMERGING MARKETS FUND CLASS F Collective Trusts | Common Collective Trusts | — | — | $4.8M | 2.2% | |
| WILMGT TR CIT CE MKTS EQ FD GREAT GRAY TRUST COMPANY · EIN 38-4065325 / PN 422 | Common Collective Trust | — | — | $4.8M | 2.2% | |
| WILMGT TR CIT CALLAN CRE BOND FD GREAT GRAY TRUST COMPANY · EIN 38-4065326 / PN 423 | Common Collective Trust | — | — | $3.4M | 1.5% | |
| CALLAN HIGHYLD BND FUND CL F Common Collective Trust Fund | Common Collective Trusts | — | — | $3.3M | 1.5% | |
| WILMGT TR CIT CH YIELD BOND FD GREAT GRAY TRUST COMPANY · EIN 38-4065327 / PN 424 | Common Collective Trust | — | — | $3.3M | 1.5% | |
| CALLAN GLIDEPATH RETIREMENT INCOME FUND Collective Trusts | Common Collective Trusts | — | — | $2.8M | 1.3% | |
| WILMGT TR CIT CG RET INCOME FUND GREAT GRAY TRUST COMPANY · EIN 26-0257765 / PN 100 | Common Collective Trust | — | — | $2.8M | 1.3% | |
| VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHARES Mutual Fund | Mutual Funds | — | — | $2.2M | 1.0% | |
| CALLAN GLIDEPATH 2015 FUND Collective Trusts | Common Collective Trusts | — | — | $2.1M | 0.9% | |
| WILMGT TR CIT CG 2015 FD GREAT GRAY TRUST COMPANY · EIN 26-0257826 / PN 101 | Common Collective Trust | — | — | $2.1M | 0.9% | |
| CALLAN GLIDEPATH 2065 FUND Collective Trusts | Common Collective Trusts | — | — | $1.9M | 0.8% | |
| WILMGT TR CIT CG 2065 FD GREAT GRAY TRUST COMPANY · EIN 38-4116834 / PN 508 | Common Collective Trust | — | — | $1.9M | 0.8% | |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ADMIRAL SHARES Mutual Fund | Common Collective Trusts | — | — | $1.7M | 0.8% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $1.7M | 0.8% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $1.1M | 0.5% | |
| PARTICIPANT LOANS Interest rates ranging from 4.25% to 9.50% 0 | Bonds / Notes | — | — | $612K | 0.3% | |
| WILMGT TR CIT CALLAN REAL ASSET FD GREAT GRAY TRUST COMPANY · EIN 38-4065328 / PN 425 | Common Collective Trust | — | — | $352K | 0.2% |
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 |
|---|---|---|---|---|---|
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $727 | — |
