Shane O'CONNOR signed Unifirst Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unifirst Corporation's EIN is 04-2103460.
Download the official 2024 Form 5500 (PDF) for Unifirst Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unifirst Corporation'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $675K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | CONSULTANT | $111K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NT COLLECTIVE SP 500 INDEX NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $76.9M | 13.9% | |
| GALLIARD STABLE RETURN FUND CLASS Q SEI TRUST COMPANY · EIN 52-2250959 / PN 001 | Common Collective Trust | — | — | $72.9M | 13.2% | |
| T. Rowe Price T. Rowe Price Growth Stock Trust E | Other securities | — | — | $55.6M | 10.0% | |
| T.ROWE PRICE GRTH STK TRUST E T. ROWE PRICE · EIN 52-6559833 / PN 013 | Common Collective Trust | — | $52.1M | $55.6M | 10.0% | |
| NT ALL COUNTRY WORLD EX-US NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $44.0M | 7.9% | |
| MFS LARGE CAP VALUE CIT CLASS CT WILMINGTON TRUST · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $42.1M | 7.6% | |
| NT COLLECTIVE EX EQ MK IDX TR COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $22.5M | $25.8M | 4.7% | |
| NT COLLECTIVE EXT EQUITY MARKET IND NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $25.8M | 4.7% | |
| FIAM CORE PLUS COMMINGLED CL I FIDELITY INVESTMENTS · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $25.5M | 4.6% | |
| secured by participant account balances | Other securities | — | — | $24.6M | 4.4% | |
| LOAN FUND LOANS | Other securities | — | $24.6M | $24.6M | 4.4% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH WILMINGTON TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $23.0M | 4.2% | |
| Principal Small Cap Growth | Other securities | — | — | $19.2M | 3.5% | |
| MFS New Discovery Value Fund | Mutual Funds | — | — | $17.7M | 3.2% | |
| Vanguard 2035 Target Retirement Fund | Mutual Funds | — | — | $14.6M | 2.6% | |
| Vanguard 2030 Target Retirement Fund | Mutual Funds | — | — | $12.6M | 2.3% | |
| Vanguard 2045 Target Retirement Fund | Mutual Funds | — | — | $11.2M | 2.0% | |
| Vanguard 2040 Target Retirement Fund | Mutual Funds | — | — | $11.1M | 2.0% | |
| Vanguard 2050 Target Retirement Fund | Mutual Funds | — | — | $10.9M | 2.0% | |
| NT COLLECTIVE AGGREGATE BOND INDEX NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $10.3M | 1.8% | |
| JP Morgan JP Morgan Mid Cap Value Fund | Other securities | — | — | $8.8M | 1.6% | |
| Vanguard 2025 Target Retirement Fund | Mutual Funds | — | — | $8.6M | 1.5% | |
| Vanguard 2060 Target Retirement Fund | Mutual Funds | — | — | $7.7M | 1.4% | |
| Vanguard 2055 Target Retirement Fund | Mutual Funds | — | — | $7.4M | 1.3% | |
| CARILLON EAGLE MID CP GRTH R6 MUTUAL FUNDS | Other securities | — | $5.3M | $5.2M | 0.9% | |
| UniFirst Corporation UniFirst Corporation common stock | Common Stocks | — | — | $4.8M | 0.9% | |
| Vanguard 2065 Target Retirement Fund | Mutual Funds | — | — | $4.5M | 0.8% | |
| Vanguard 2020 Target Retirement Fund | Mutual Funds | — | — | $1.9M | 0.3% | |
| Vanguard Target Income Retirement Fund | Mutual Funds | — | $1.4M | $1.3M | 0.2% | |
| Vanguard 2070 Target Retirement Fund | Mutual Funds | — | — | $259K | <0.1% | |
| Blackrock BLM Money Fund | Other securities | — | — | $210K | <0.1% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $204K | $204K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $10K | $10K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $6K | $6K | <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 |
|---|---|---|---|---|---|
| BAKER NEWMAN & NOYES LLC | 01-0494526 | — | AUDITOR | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OGLETREE, DEAKINS, NASH, SMOAK & ST | 57-1044820 | — | OTHER | $44K | — |
