Christopher Smith signed UMG Recordings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UMG Recordings, Inc.'s EIN is 13-2613071.
Download the official 2024 Form 5500 (PDF) for UMG Recordings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UMG Recordings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $355K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FARBER HASS HURLEY LLP | 82-3747318 | — | NONE | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Fiduciary Trust Co. Vanguard Institutional Index Fund Instl | Common Collective Trusts | — | — | $218.5M | 15.6% | |
| Vanguard Fiduciary Trust Co. Vanguard Growth Index Fund Inst | Common Collective Trusts | — | — | $188.9M | 13.5% | |
| VFTC TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $95.4M | 6.8% | |
| Vanguard Fiduciary Trust Co. Vanguard Value Index Fund | Common Collective Trusts | — | — | $90.1M | 6.4% | |
| VANGUARD RET SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $82.6M | 5.9% | |
| VFTC TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $80.5M | 5.8% | |
| Vanguard Fiduciary Trust Co. Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $69.8M | 5.0% | |
| VFTC TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $66.3M | 4.7% | |
| VFTC TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $62.9M | 4.5% | |
| VFTC TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $59.7M | 4.3% | |
| s - * Vanguard Fiduciary Trust Co. Baird Core Plus Bond Fund ** $ | Mutual Funds | — | — | $52.7M | 3.8% | |
| VFTC TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $51.2M | 3.7% | |
| Vanguard Fiduciary Trust Co. Vanguard Total International Stock Index | Mutual Funds | — | — | $43.2M | 3.1% | |
| VFTC TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $42.1M | 3.0% | |
| Vanguard Fiduciary Trust Co. Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $38.4M | 2.7% | |
| VFTC TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $29.8M | 2.1% | |
| Vanguard Fiduciary Trust Co. MFS Mid Cap Growth Fund; Class R6 | Mutual Funds | — | — | $22.8M | 1.6% | |
| VFTC TARGET RET INCOME TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $19.2M | 1.4% | |
| VFTC TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $16.7M | 1.2% | |
| Vanguard Fiduciary Trust Co. Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $13.3M | 0.9% | |
| Vanguard Fiduciary Trust Co. Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $12.9M | 0.9% | |
| Vanguard Fiduciary Trust Co. Vanguard FTSE Social Index Fund | Common Collective Trusts | — | — | $11.9M | 0.8% | |
| VFTC TARGET RET 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $7.9M | 0.6% | |
| Vanguard Fiduciary Trust Co. Vanguard High-Yield Corporate Fund | Mutual Funds | — | — | $5.7M | 0.4% | |
| Vanguard Fiduciary Trust Co. Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $3.6M | 0.3% | |
| Vanguard Fiduciary Trust Co. Victory Sycamore Est Value Fund, Cl R6 | Mutual Funds | — | — | $2.5M | 0.2% | |
| Vanguard Fiduciary Trust Co. Vanguard Cash Reserves Federal MM Fund | Mutual Funds | — | — | $2.0M | 0.1% | |
| VFTC TARGET RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $249K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
