United States Information Systems, Inc.'s EIN is 13-3479936.
Download the official 2024 Form 5500 (PDF) for United States Information Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United States Information Systems, 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 | — | RECORDKEEPER | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST ALLIED SECURITIES INC | 20-4181701 | SAN DIEGO, CA | ADVISOR | $57K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor FA FREEDOM 2030 A | Mutual Funds | — | — | $5.5M | 11.7% | |
| Fidelity Advisor FA FREEDOM 2035 A | Mutual Funds | — | — | $5.5M | 11.5% | |
| Fidelity Advisor FA FREEDOM 2040 | Mutual Funds | — | — | $4.4M | 9.3% | |
| Fidelity Advisor FA TECHNOLOGY I | Mutual Funds | — | — | $2.8M | 6.0% | |
| Fidelity Advisor FA FREEDOM 2055 A | Mutual Funds | — | — | $2.4M | 5.1% | |
| Fidelity Advisor FA FREEDOM 2025 A | Mutual Funds | — | — | $2.4M | 5.1% | |
| Fidelity Advisor FID 500 INDEX | Common Collective Trusts | — | — | $2.1M | 4.5% | |
| PUTNAM STABLE VALUE 25 PUTNAM INVESTMENTS · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.0M | 4.2% | |
| Fidelity Advisor FA FREEDOM 2050 A | Mutual Funds | — | — | $1.8M | 3.9% | |
| Fidelity Advisor FA FREEDOM 2045 A | Mutual Funds | — | — | $1.5M | 3.2% | |
| Columbia COL CONTRARIAN CORE I | Other securities | — | — | $1.3M | 2.7% | |
| Principal MIDCAP FUND R3 | Other securities | — | — | $1.2M | 2.6% | |
| Fidelity Advisor FA NEW INSIGHTS I | Mutual Funds | — | — | $1.1M | 2.4% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $1.1M | 2.4% | |
| Fidelity Advisor FA FREEDOM 2060 A | Mutual Funds | — | — | $932K | 2.0% | |
| Fidelity Advisor FA INTL DISCOVERY I | Mutual Funds | — | — | $886K | 1.9% | |
| Fidelity Advisor FID GOVT MMKT | Mutual Funds | — | — | $847K | 1.8% | |
| BlackRock BLKRK EQUITY DIV- INSTL | Other securities | — | — | $804K | 1.7% | |
| Fidelity Advisor FA FREEDOM INC A | Mutual Funds | — | — | $772K | 1.6% | |
| Fidelity Advisor FID SM CAP IDX | Common Collective Trusts | — | — | $745K | 1.6% | |
| Fidelity Advisor FA HEALTH CARE I | Mutual Funds | — | — | $725K | 1.5% | |
| American Century AM CENT MDCPVAL INV | Other securities | — | — | $698K | 1.5% | |
| Eaton Vance EV INC FUND BOSTON A | Common Stocks | — | — | $601K | 1.3% | |
| Fidelity Advisor FA SM CAP VAL I | Mutual Funds | — | — | $562K | 1.2% | |
| Fidelity Advisor FA FREEDOM 2010 A | Mutual Funds | — | — | $500K | 1.1% | |
| Fidelity Advisor FA CONS STAPLES A | Mutual Funds | — | — | $439K | 0.9% | |
| Fidelity Advisor FA FREEDOM 2065 A | Mutual Funds | — | — | $391K | 0.8% | |
| Fidelity Advisor FA FREEDOM 2015 A | Mutual Funds | — | — | $369K | 0.8% | |
| Fidelity Advisor FA FREEDOM 2020 A | Mutual Funds | — | — | $351K | 0.7% | |
| Fidelity Advisor FA ENERGY A | Mutual Funds | — | — | $338K | 0.7% | |
| Western Asset WA CORE BOND I | Other securities | — | — | $288K | 0.6% | |
| Western Asset WA CORE BOND A | Other securities | — | — | $277K | 0.6% | |
| Fidelity Advisor FID MID CAP IDX | Common Collective Trusts | — | — | $276K | 0.6% | |
| All Spring AS EMRG MKTS EQ A | Other securities | — | — | $231K | 0.5% | |
| Fidelity Advisor FA INDUSTRIALS A | Mutual Funds | — | — | $229K | 0.5% | |
| Fidelity Advisor FA GOLD A | Mutual Funds | — | — | $170K | 0.4% | |
| Janus J H TRITON S | Mutual Funds | — | — | $152K | 0.3% | |
| Fidelity Advisor FA GOV INCOME I | Mutual Funds | — | — | $122K | 0.3% | |
| Fidelity Advisor FA REAL ESTATE A | Mutual Funds | — | — | $68K | 0.1% | |
| JP Morgan JPMORGAN SMID CAP EQUITY - A | Other securities | — | — | $68K | 0.1% | |
| Fidelity Advisor FID INTL INDEX | Mutual Funds | — | — | $62K | 0.1% | |
| Fidelity Advisor FID US BOND IDX | Common Collective Trusts | — | — | $55K | 0.1% | |
| PIMCO PIM REAL RETURN A | Mutual Funds | — | — | $46K | <0.1% | |
| Clearbridge SMALL CAP GR IS | Other securities | — | — | $13K | <0.1% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST CO. · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| CETERA RETIREMENT PLAN SPECIALISTS | 94-2779761 | — | PLAN ADMINISTRATOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRASSI & CO | 11-3266576 | — | ACCOUNTANT/AUDITOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER- DEALER | 22-3319984 | — | 0 | — | — |
