Calix, Inc. 401(k) Retirement Savings Plan.
Sponsored by Calix, Inc. · EIN 680438710 · Plan #001
- Total assets
- $257M
- Net assets
- $257M
- Active participants
- 1,014
- With balances
- 1,368
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $68,995 |
| Global Retirement Partners Llc | Investment advisory (plan) | $64,982 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $19,882 |