Daniel Hurstak signed Unitil Service Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unitil Service Corp.'s EIN is 02-0383661.
Download the official 2024 Form 5500 (PDF) for Unitil Service Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unitil Service Corp.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENTS | 23-3060382 | — | TRUSTEE | $568K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEI Intermediate Dur Credit - A " | Other securities | — | $57.4M | $51.2M | 28.6% | |
| SEI Large Cap Index Fund " | Common Collective Trusts | — | $28.9M | $30.7M | 17.2% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $30.0M | 16.8% | |
| SEI World Equity Ex-US Fund " | Other securities | — | $18.1M | $19.1M | 10.7% | |
| SEI Large Cap Fund Mutual fund | Other securities | — | $10.7M | $10.2M | 5.7% | |
| SEI US Equity FCTR Alloc " | Other securities | — | $8.4M | $10.1M | 5.7% | |
| SEI Small Cap Fund " | Other securities | — | $8.5M | $8.4M | 4.7% | |
| SEI CORE PROPERTY COLL. INV. TRUST SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | — | $3.3M | $7.3M | 4.1% | |
| SEI High Yield Bond Fund " | Other securities | — | $5.2M | $4.4M | 2.5% | |
| SEI Opportunistic Inc FD-A " | Common Stocks | — | $3.0M | $3.0M | 1.7% | |
| SEI Emerging Markets Debt Fund " | Other securities | — | $3.4M | $2.9M | 1.6% | |
| Vanguard Federal Money Market Inv " | Mutual Funds | — | $1.5M | $1.5M | 0.8% |
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 |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | AUDITOR | $10K | — |
