Steven Stout signed Calltower, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Calltower, Inc.'s EIN is 94-3411257.
Download the official 2024 Form 5500 (PDF) for Calltower, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Calltower, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| EP WEALTH ADVISORS, INC. | 33-0152539 | — | NONE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHEQUITY RETIREMENT SERVICES, L | 82-1222973 | — | NONE | $20K | — |
| MATRIX TRUST COMPANY | 75-3182674 |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in 103-12 investment entity] | Other | — | — | $9.4M | 99.0% | |
| RETIREMENT INCOME SECURITY PLAN HEALTHEQUITY RETIREMENT SERVICES LLC · EIN 82-1222973 / PN 333 | 103-12 Investment Entity | — | — | $9.4M | 99.0% | |
| [Assets held in participant loans] | Other | — | — | $91K | 1.0% |
| — |
| NONE |
| $2K |
| — |
