Vanessa Urrego signed Uniworld Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Uniworld Group, Inc.'s EIN is 13-2643304.
Download the official 2024 Form 5500 (PDF) for Uniworld Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Uniworld Group, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIRST EAGLE GLOBAL R6 | Registered Investment Companies | — | — | $1.6M | 19.2% | |
| FIDELITY ADVISOR EQUITY GROWTH | Registered Investment Companies | — | — | $848K | 9.9% | |
| VOYA INTERM BOND I | Registered Investment Companies | — | — | $705K | 8.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $555K | 6.5% | |
| BNYM STRATEGIC VALUE - I | Registered Investment Companies | — | — | $517K | 6.0% | |
| FED US TREAS CASH RES INST | Registered Investment Companies | — | — | $474K | 5.5% | |
| VIRTUS KAR SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $399K | 4.6% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $368K | 4.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $356K | 4.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $316K | 3.7% | |
| TROWE PRICE DIVERSIFIED MCG | Registered Investment Companies | — | — | $268K | 3.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $259K | 3.0% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $243K | 2.8% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $231K | 2.7% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $183K | 2.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $164K | 1.9% | |
| AB GLOBAL BOND I | Registered Investment Companies | — | — | $144K | 1.7% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $141K | 1.6% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $128K | 1.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $90K | 1.0% | |
| FIDELITY INTL CAPITAL APP | Registered Investment Companies | — | — | $78K | 0.9% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $75K | 0.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $73K | 0.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $63K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $61K | 0.7% | |
| THORNBURG LIMITED TERM INC R5 | Registered Investment Companies | — | — | $56K | 0.6% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $28K | 0.3% | |
| COLUMBIA OVERSEAS VALUE I2 | Registered Investment Companies | — | — | $26K | 0.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $25K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $16K |
| — |
