Francesca DI NOTA signed Unger Enterprises, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unger Enterprises, LLC's EIN is 13-2805187.
Download the official 2023 Form 5500 (PDF) for Unger Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Unger Enterprises, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | Common Collective Trusts | — | $12K | $2.0M | 15.6% | |
| Fidelity FID FREEDOM 2030 K | Mutual Funds | — | $82K | $1.4M | 10.5% | |
| Fidelity FID FREEDOM 2025 K | Mutual Funds | — | $78K | $1.0M | 7.9% | |
| Fidelity FID FREEDOM 2035 K | Mutual Funds | — | $69K | $1.0M | 7.8% | |
| Fidelity FID CONTRAFUND | Mutual Funds | — | $57K | $913K | 7.1% | |
| Fidelity FID SEL TECHNOLOGY | Mutual Funds | — | $29K | $816K | 6.3% | |
| Fidelity FID STRATEGIC INCOME | Mutual Funds | — | $71K | $813K | 6.3% | |
| Fidelity FID FREEDOM 2040 K | Mutual Funds | — | $68K | $716K | 5.5% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | $660K | $660K | 5.1% | |
| T. Rowe Price TRP BLUE CHIP GR ADV | Other securities | — | $5K | $653K | 5.1% | |
| Fidelity FID FREEDOM 2045 K | Mutual Funds | — | $45K | $547K | 4.2% | |
| Fidelity FID LG CAP VAL IDX | Common Collective Trusts | — | $21K | $333K | 2.6% | |
| Fidelity FID LOW PRICED STK | Mutual Funds | — | $7K | $327K | 2.5% | |
| Janus Henderson J H GLB LIFE SCI T | Mutual Funds | — | $3K | $225K | 1.7% | |
| Fidelity FID GLB EX US IDX | Common Collective Trusts | — | $13K | $183K | 1.4% | |
| Fidelity FID FREEDOM 2050 K | Mutual Funds | — | $13K | $155K | 1.2% | |
| Columbia COL SEL MIDCP GR I | Other securities | — | $6K | $139K | 1.1% | |
| Victory S SM CO OP A | Common Stocks | — | $2K | $125K | 1.0% | |
| Fidelity FID FREEDOM 2015 K | Mutual Funds | — | $11K | $121K | 0.9% | |
| Fidelity FID FREEDOM 2065 K | Mutual Funds | — | $9K | $101K | 0.8% | |
| Participants Notes receivable 4.25% to 9.50% interest with varying maturities | Bonds / Notes | — | — | $99K | 0.8% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | $4K | $99K | 0.8% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | $9K | $94K | 0.7% | |
| Parnassus MID CAP | Other securities | — | $3K | $94K | 0.7% | |
| Fidelity FID FREEDOM 2055 K | Mutual Funds | — | $6K | $79K | 0.6% | |
| Fidelity FID INTL DISCOVERY | Mutual Funds | — | $1K | $52K | 0.4% | |
| Fidelity FID INTL INDEX 876 | Mutual Funds | — | — | $41K | 0.3% | |
| Fidelity FID FREEDOM 2060 K | Mutual Funds | — | $3K | $39K | 0.3% | |
| Allspring AS EMRG MKTS EQ ADM | Other securities | — | $1K | $30K | 0.2% | |
| Fidelity FID SM CAP GR IDX | Common Collective Trusts | — | $1K | $25K | 0.2% | |
| Fidelity FID FREEDOM 2020 K | Mutual Funds | — | $1K | $16K | 0.1% | |
| Virtus VRTS C MDCP VAL EQ I 655 | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
