Fred Ravin signed Utilities & Industries Management Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Utilities & Industries Management Corp.'s EIN is 13-1789034.
Download the official 2024 Form 5500 (PDF) for Utilities & Industries Management Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Utilities & Industries Management Corp.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | 42-0127290 | — | CONTRACT ADMINISTRATOR | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVEST ADVICE TO PARTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| LEUMI INVESTMENT SERVICES INC | 13-4132289 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PPC, INC. | 13-3384874 | — | CONTRACT ADMINISTRATOR | $525 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.8M | 24.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.2M | 13.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.1M | 13.4% | |
| Blackrock Advisors LLC iShares S&P 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 10.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $965K | 6.1% | |
| 600 Index Separate Account * Principal Fixed Income Guaranteed Option | Pooled Separate Accounts | — | — | $735K | 4.6% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $477K | 3.0% | |
| Vanguard Group Vanguard International Growth Fund | Mutual Funds | — | — | $392K | 2.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL LIFE INSURANCE CO · EIN 26-6447574 / PN 002 | Pooled Separate Account | — | — | $385K | 2.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $344K | 2.2% | |
| AB LP AB Large Cap Growth Fund Inc | Common Stocks | — | — | $280K | 1.8% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $256K | 1.6% | |
| Vanguard Group Vanguard High Dividend Yield Index Fund | Common Collective Trusts | — | — | $255K | 1.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $235K | 1.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $228K | 1.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $213K | 1.3% | |
| Plan Participants Notes receivable from participants - Interest rates: $- | Other securities | — | — | $182K | 1.1% | |
| Vanguard Group Vanguard Mid-Cap Value Index Fund/Open-end fund | Common Collective Trusts | — | — | $177K | 1.1% | |
| PIMCO Investment Grade Credit Bond Fund | U.S. Treasuries | — | — | $133K | 0.8% | |
| Vanguard Group Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $113K | 0.7% | |
| MassMutual Select Mid Cap Growth Equity Fund | Other securities | — | — | $70K | 0.4% | |
| PIMCO GNMA and Government Securities Fund | Agency / Mortgage-Backed | — | — | $61K | 0.4% | |
| Dimensional Fund Advisors DFA US Large Cap Value Portfolio | Mutual Funds | — | — | $51K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $47K | 0.3% | |
| Harris Associates LP Oakmark Global Select Fund | Other securities | — | — | $46K | 0.3% | |
| Index Separate Account * Principal Global Investors - Principal SmallCap S&P | Pooled Separate Accounts | — | — | $37K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 028 | Common Collective Trust | — | — | $37K | 0.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $22K | 0.1% | |
| Conestoga Capital Conestoga Small Cap Fund | Other securities | — | — | $19K | 0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $15K | <0.1% | |
| Cohen & Steers Mutual Funds Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $5K | <0.1% | |
| JPMorgan Investment Mgmt Inc. JPMorgan Emerging Markets Equity Fund | Common Stocks | — | — | $2K | <0.1% | |
| MassMutual High Yield Fund | Other securities | — | — | $2K | <0.1% |
