Jessica Ferry signed Uconnectcare's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Uconnectcare's EIN is 16-1068629.
Download the official 2024 Form 5500 (PDF) for Uconnectcare from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Uconnectcare'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 | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $550K | 16.1% | |
| JPM SMARTRETIREMENT 2055 R6 | Registered Investment Companies | — | — | $502K | 14.7% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $350K | 10.2% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $253K | 7.4% | |
| FRANKLIN RISING DIVIDENDS R6 | Registered Investment Companies | — | — | $246K | 7.2% | |
| JPM SMARTRETIREMENT 2025 R6 | Registered Investment Companies | — | — | $192K | 5.6% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $184K | 5.4% | |
| JPM SMARTRETIREMENT 2045 R6 | Registered Investment Companies | — | — | $164K | 4.8% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $141K | 4.1% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $132K | 3.9% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $124K | 3.6% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $109K | 3.2% | |
| MACQUARIE EMERGING MARKETS R | Registered Investment Companies | — | — | $77K | 2.3% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $69K | 2.0% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $52K | 1.5% | |
| JPMORGAN MID CAP VALUE FUND R6 | Registered Investment Companies | — | — | $48K | 1.4% | |
| TEMPLETON GLOBAL BOND FUND R6 | Registered Investment Companies | — | — | $21K | 0.6% | |
| AMERICAN FUNDS INT GR & INC R6 272 REGISTERED INVESTMENT COMPANY BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $16K | 0.5% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $11K | 0.3% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $5K | 0.1% | |
| AMC SH DUR INFL PR BND R6 | Registered Investment Companies | — | — | $4K | 0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $15K |
| — |
