James Chambers signed CAI International, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CAI International, Inc.'s EIN is 94-3109229.
Download the official 2022 Form 5500 (PDF) for CAI International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)CAI International, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.3M | 23.5% | |
| Fidelity FDM IDX 2035 IPR | Common Collective Trusts | — | — | $2.4M | 13.0% | |
| Fidelity Advisor Balanced Fund Class Z | Mutual Funds | — | — | $1.7M | 9.3% | |
| Fidelity FDM IDX 2020 IPR | Common Collective Trusts | — | — | $1.5M | 8.3% | |
| Fidelity FDM IDX 2025 IPR | Common Collective Trusts | — | — | $1.4M | 7.6% | |
| Fidelity FDM IDX 2030 IPR | Common Collective Trusts | — | — | $966K | 5.3% | |
| Fidelity FDM IDX 2040 IPR | Common Collective Trusts | — | — | $792K | 4.3% | |
| AB Large Cap Growth Fund Advisor Class | Other securities | — | — | $778K | 4.3% | |
| Victory Sycamore Established Value Fund I | Other securities | — | — | $633K | 3.5% | |
| Fidelity FDM IDX 2010 IPR | Common Collective Trusts | — | — | $592K | 3.2% | |
| PGIM High Yield Fund- Class R6 | Other securities | — | — | $353K | 1.9% | |
| BlackRock Equity Dividend Fund | Other securities | — | — | $320K | 1.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $299K | 1.6% | |
| Fidelity GOVT MMKT K6 1 * Fidelity Advisor Small Cap GR Z | Mutual Funds | — | — | $285K | 1.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $231K | 1.3% | |
| T. Rowe Price Overseas Stock Fund | Other securities | — | — | $225K | 1.2% | |
| Fidelity Advisor Small Cap Value Z | Mutual Funds | — | — | $200K | 1.1% | |
| Fidelity FDM IDX 2045 IPR | Common Collective Trusts | — | — | $176K | 1.0% | |
| Fidelity FDM IDX 2050 IPR | Common Collective Trusts | — | — | $176K | 1.0% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $171K | 0.9% | |
| Fidelity FDM IDX 2055 IPR | Common Collective Trusts | — | — | $143K | 0.8% | |
| Invesco Developing Markets Y | Mutual Funds | — | — | $143K | 0.8% | |
| JP Morgan Mid Cap Growth Fund Class R5 | Other securities | — | — | $124K | 0.7% | |
| Fidelity Advisor Strategic Income Fund Class I | Mutual Funds | — | — | $117K | 0.6% | |
| Fidelity Advisor Total Bond Fund Class I | Mutual Funds | — | — | $106K | 0.6% | |
| Fidelity FDM IDX 2015 IPR | Common Collective Trusts | — | — | $89K | 0.5% | |
| maturing through June 2026 | Other securities | — | — | $54K | 0.3% | |
| Fidelity FDM IDX 2060 IPR | Common Collective Trusts | — | — | $11K | <0.1% | |
| American Funds The Bond Fund of America® Class R-6 | Mutual Funds | — | — | $9K | <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 |
|---|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | ACCOUNTANT/AUDITOR | $23K | — |
