Marlena Burton signed Cal-COMP USA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cal-COMP USA's EIN is 95-3624430.
Download the official 2024 Form 5500 (PDF) for Cal-COMP USA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cal-COMP USA's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fid Blue Chip Gr Mutual Funds | Mutual Funds | — | — | $3.5M | 31.7% | |
| Fid Contrafund Mutual Funds | Mutual Funds | — | — | $1.4M | 12.4% | |
| Fid 500 Index Mutual Funds | Common Collective Trusts | — | — | $996K | 9.0% | |
| Fid Balanced Mutual Funds | Mutual Funds | — | — | $771K | 6.9% | |
| Fid Freedom 2030 Mutual Funds | Mutual Funds | — | — | $672K | 6.0% | |
| Fid Freedom 2025 Mutual Funds | Mutual Funds | — | — | $615K | 5.5% | |
| Fidelity Managed Income Portfolio Common Collective Trust | Common Collective Trusts | — | — | $588K | 5.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $588K | 5.3% | |
| Columbia Div Inc Mutual Funds | Common Stocks | — | — | $540K | 4.9% | |
| Fid Freedom 2035 Mutual Funds | Mutual Funds | — | — | $302K | 2.7% | |
| Fid Freedom 2040 Mutual Funds | Mutual Funds | — | — | $281K | 2.5% | |
| Fid Freedom 2020 Mutual Funds | Mutual Funds | — | — | $232K | 2.1% | |
| Fid Overseas Mutual Funds | Mutual Funds | — | — | $200K | 1.8% | |
| JPM Mid Cap Value Mutual Funds | Other securities | — | — | $165K | 1.5% | |
| Fid Freedom 2015 Mutual Funds | Mutual Funds | — | — | $160K | 1.4% | |
| Artisan Mid Cap Inv Mutual Funds | Other securities | — | — | $111K | 1.0% | |
| Fid Low Priced Stk Mutual Funds | Mutual Funds | — | — | $99K | 0.9% | |
| Fid Freedom 2050 Mutual Funds | Mutual Funds | — | — | $90K | 0.8% | |
| Participant loans 16 loans; 4.25-9.50% | Bonds / Notes | — | — | $84K | 0.8% | |
| Fid Freedom 2045 Mutual Funds | Mutual Funds | — | — | $82K | 0.7% | |
| Fid Freedom 2055 Mutual Funds | Mutual Funds | — | — | $71K | 0.6% | |
| similar party Investment Value BR Adv SC Core Inv Mutual Funds | Other securities | — | — | $68K | 0.6% | |
| Fid Intermed Bond Mutual Funds | Mutual Funds | — | — | $68K | 0.6% | |
| Fid Freedom Income Mutual Funds | Mutual Funds | — | — | $16K | 0.1% | |
| Fid Freedom 2010 Mutual Funds | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
