Rocco Garramone signed USHG, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
USHG, LLC's EIN is 13-3981536.
Download the official 2024 Form 5500 (PDF) for USHG, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)USHG, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIRE 2055 I Mutual Fund | Other securities | — | — | $4.9M | 17.6% | |
| TRP RETIRE 2050 I Mutual Fund | Other securities | — | — | $4.7M | 16.9% | |
| TRP RETIRE 2045 I Mutual Fund | Other securities | — | — | $3.8M | 13.7% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $2.9M | 10.6% | |
| TRP RETIRE 2035 I Mutual Fund | Other securities | — | — | $2.3M | 8.3% | |
| TRP RETIRE 2040 I Mutual Fund | Other securities | — | — | $2.3M | 8.3% | |
| TRP RETIRE 2060 I Mutual Fund | Other securities | — | — | $2.1M | 7.5% | |
| TRP RETIRE 2030 I Mutual Fund | Other securities | — | — | $1.2M | 4.3% | |
| AB US LARGE CAP GR M PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $875K | 3.2% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $649K | 2.3% | |
| TRP RETIRE 2025 I Mutual Fund | Other securities | — | — | $541K | 2.0% | |
| 8.50%, maturing through 2033 - | Bonds / Notes | — | — | $234K | 0.8% | |
| CRLN E MID CAP GR R6 Mutual Fund | Other securities | — | — | $213K | 0.8% | |
| TRP RETIRE 2005 I Mutual Fund | Other securities | — | — | $179K | 0.6% | |
| COL DIVIDEND INC I3 Mutual Fund | Common Stocks | — | — | $170K | 0.6% | |
| FID TOTAL INTL IDX Mutual Fund | Common Collective Trusts | — | — | $156K | 0.6% | |
| TRP RETIRE 2010 I Mutual Fund | Other securities | — | — | $120K | 0.4% | |
| BLKRK HIGH YLD K Mutual Fund | Other securities | — | — | $84K | 0.3% | |
| LOOMIS SM CP GRTH N Mutual Fund | Other securities | — | — | $79K | 0.3% | |
| PIMCO INCOME INST Mutual Fund | Mutual Funds | — | — | $56K | 0.2% | |
| TRP RETIRE 2020 I Mutual Fund | Other securities | — | — | $44K | 0.2% | |
| AF NEW WORLD R6 Mutual Fund | Other securities | — | — | $35K | 0.1% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $32K | 0.1% | |
| DWS R REAL ESTATE R6 Mutual Fund | Other securities | — | — | $24K | <0.1% | |
| FID INFL PR BD IDX Mutual Fund | Common Collective Trusts | — | — | $21K | <0.1% | |
| JHANCOCK BOND R6 Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| PGIM GLB TOT RTN R6 Mutual Fund | Other securities | — | — | $3K | <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 |
|---|---|---|---|---|---|
| GGG | 04-2088368 | — | ACCOUNTANT/AUDITOR | $27K | — |
