Lynne Knapp signed UCB Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UCB Holdings, Inc.'s EIN is 13-3010020.
Download the official 2024 Form 5500 (PDF) for UCB Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UCB Holdings, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $250K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECTRUM INVESTMENT ADVISORS | 39-1828175 | — | INVESTMENT/FINANCIAL ADVI | $97K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Registered Investment Company | Common Collective Trusts | — | — | $111.0M | 11.3% | |
| FID GROWTH COMPANY A FIDELITY MANAGEMENT TRUST CO · EIN 40-3022712 / PN 135 | Common Collective Trust | — | — | $100.6M | 10.3% | |
| Baird Core Plus Bond Fund Registered Investment Company | Common Stocks | — | — | $64.5M | 6.6% | |
| Vanguard Value Index Fund Registered Investment Company | Common Collective Trusts | — | — | $58.5M | 6.0% | |
| T. Rowe Price Capital Appreciation Fund Registered Investment Company | Common Stocks | — | — | $52.7M | 5.4% | |
| Janus Henderson Balanced Collective Fund III Collective Investment Trust | Common Collective Trusts | — | — | $52.5M | 5.4% | |
| JHENDERSON BLANACED COLLECTIII DWS TRUST COMPANY · EIN 27-5412819 / PN 001 | Common Collective Trust | — | — | $52.5M | 5.4% | |
| American Funds Europacific Growth Fund Registered Investment Company | Mutual Funds | — | — | $47.9M | 4.9% | |
| Vanguard Retirement Savings Trust IV Stable Value Fund | Stable Value | — | — | $42.6M | 4.3% | |
| VANGUARD RET SAV TR IV VANGUARD FIDUCIARY TRUST · EIN 45-5436422 / PN 001 | Common Collective Trust | — | — | $42.6M | 4.3% | |
| VANGUARD TARGET RET 2040 II VANGUARD FIDUCIARY TRUST · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $39.9M | 4.1% | |
| VANGUARD TARGET RET 2030 II VANGUARD FIDUCIARY TRUST · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $34.4M | 3.5% | |
| Vanguard Mid Cap Growth Index Fund Registered Investment Company | Common Collective Trusts | — | — | $33.1M | 3.4% | |
| GLOBAL ALLOCATION FUND R WILMINGTON TRUST · EIN 26-3783885 / PN 940 | Common Collective Trust | — | — | $32.7M | 3.3% | |
| Vanguard Developing Markets Index Fund Registered Investment Company | Common Collective Trusts | — | — | $29.5M | 3.0% | |
| Vanguard Mid Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $28.0M | 2.9% | |
| VANGUARD TARGET RET 2035 II VANGUARD FIDUCIARY TRUST · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $25.6M | 2.6% | |
| Vanguard Mid Cap Value Index Fund Registered Investment Company | Common Collective Trusts | — | — | $23.4M | 2.4% | |
| VAN TARGET RET 2045 TRUST II VANGUARD FIDUCIARY TRUST · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $20.8M | 2.1% | |
| Vanguard S&P Small Cap 600 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $20.1M | 2.0% | |
| Vanguard Healthcare Index Fund Registered Investment Company | Common Collective Trusts | — | — | $19.9M | 2.0% | |
| Vanguard Small Cap Value Index Fund Registered Investment Company | Common Collective Trusts | — | — | $17.6M | 1.8% | |
| Vanguard Explorer Fund Registered Investment Company | Mutual Funds | — | — | $15.3M | 1.6% | |
| VAN TARGET RET 2050 TRUST II VANGUARD FIDUCIARY TRUST · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $15.2M | 1.5% | |
| VANGUARD TARGET RET 2025 II VANGUARD FIDUCIARY TRUST · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $13.4M | 1.4% | |
| Vanguard Inflation Protected Securities Fund Registered Investment Company | Mutual Funds | — | — | $11.9M | 1.2% | |
| Vanguard Real Estate Index Fund Registered Investment Company | Common Collective Trusts | — | — | $10.2M | 1.0% | |
| VANGUARD TARGET RET 2020 II VANGUARD FIDUCIARY TRUST · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $9.4M | 1.0% | |
| VANGUARD TARGET RET INC II VANGUARD FIDUCIARY TRUST · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $7.0M | 0.7% | |
| VANGUARD TARGET RET 2055 II VANGUARD FIDUCIARY TRUST · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $5.8M | 0.6% | |
| Participant Loans Interest at 4.25% to 9.5% | Bonds / Notes | — | — | $4.0M | 0.4% | |
| VANGUARD TARGET RET 2060 II VANGUARD FIDUCIARY TRUST · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.6M | 0.4% | |
| VANGUARD TARGET RET 2065 II VANGUARD FIDUCIARY TRUST · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.2% | |
| VANGUARD TARGET RET 2070 II VANGUARD FIDUCIARY TRUST · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $401K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
