Marcus Onvani signed Ultra Electronics Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ultra Electronics Inc.'s EIN is 06-1506005.
Download the official 2024 Form 5500 (PDF) for Ultra Electronics Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ultra Electronics Inc.'s plan includes a self-directed brokerage window, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $150K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | CONSULTANT | $90K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $56.4M | 19.0% | |
| VANG PRIMECAP ADM Mutual Fund | Mutual Funds | — | — | $35.4M | 11.9% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $17.9M | 6.0% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $15.1M | 5.1% | |
| Managed Income Portfolio II Common and Collective Trust | Common Collective Trusts | — | — | $15.0M | 5.1% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $15.0M | 5.1% | |
| AF BALANCED R6 Mutual Fund | Other securities | — | — | $14.8M | 5.0% | |
| PGIM TOTAL RTN BD R6 Mutual Fund | Other securities | — | — | $12.4M | 4.2% | |
| AF WASH MUTL INV R6 Mutual Fund | Other securities | — | — | $12.0M | 4.0% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $11.1M | 3.7% | |
| AF AMCAP R6 Mutual Fund | Other securities | — | — | $10.7M | 3.6% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $8.8M | 3.0% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $8.3M | 2.8% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $8.3M | 2.8% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $6.9M | 2.3% | |
| HARTFORD MID CAP R6 Mutual Fund | Other securities | — | — | $5.9M | 2.0% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $5.1M | 1.7% | |
| AS SPL MID CP VAL R6 Mutual Fund | Other securities | — | — | $5.1M | 1.7% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $4.7M | 1.6% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $4.7M | 1.6% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $4.7M | 1.6% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $4.4M | 1.5% | |
| Fidelity Brokerage Link Common Stock | Self-Directed Brokerage | — | — | $4.4M | 1.5% | |
| AF SMALLCAP WORLD R6 Mutual Fund | Other securities | — | — | $3.8M | 1.3% | |
| Fidelity Brokerage Link Exchange Traded Funds | Self-Directed Brokerage | — | — | $3.7M | 1.3% | |
| GS SM CAP VALUE R6 Mutual Fund | Other securities | — | — | $3.4M | 1.1% | |
| Fidelity Brokerage Link Money Market Funds | Self-Directed Brokerage | — | — | $3.0M | 1.0% | |
| Participant Loans Interest Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $2.7M | 0.9% | |
| J H VENTURE N Mutual Fund | Other securities | — | — | $2.1M | 0.7% | |
| FID GOVT MMKT K6 Mutual Fund | Mutual Funds | — | — | $1.5M | 0.5% | |
| Fidelity Brokerage Link Mutual Funds | Self-Directed Brokerage | — | — | $1.2M | 0.4% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $658K | 0.2% | |
| FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $628K | 0.2% | |
| Fidelity Brokerage Link Corporate Bonds | Self-Directed Brokerage | — | — | $494K | 0.2% | |
| FID FDM IDX 2010 IPR Mutual Fund | Common Collective Trusts | — | — | $473K | 0.2% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $392K | 0.1% | |
| Fidelity Brokerage Link Government Bonds | Self-Directed Brokerage | — | — | $235K | <0.1% | |
| Fidelity Brokerage Link Certificates of Deposit | Self-Directed Brokerage | — | — | $138K | <0.1% | |
| Fidelity Brokerage Link Preferred Stock | Self-Directed Brokerage | — | — | $66K | <0.1% | |
| FID FDM IDX 2070 IPR Mutual Fund | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $59K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $25K | — |
