HUGO Ortiz signed USIM's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
USIM's EIN is 20-0244617.
Download the official 2024 Form 5500 (PDF) for USIM from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)USIM'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS L |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY T. ROWE PRICE RET 2040 T GREAT GRAY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.6M | 11.4% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $1.4M | 10.3% | |
| Empower Annuity Insurance Company Key Guaranteed Portfolio Fund | Common Stocks | — | — | $1.2M | 8.8% | |
| GREAT GRAY T. ROWE PRICE RET 2025 T GREAT GRAY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $1.2M | 8.2% | |
| JP Morgan Large Cap Growth | Other securities | — | — | $1.1M | 8.0% | |
| GREAT GRAY T. ROWE PRICE RET 2055 T GREAT GRAY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $841K | 6.0% | |
| GREAT GRAY T. ROWE PRICE RET 2045 R GREAT GRAY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $771K | 5.5% | |
| GREAT GRAY T. ROWE PRICE RET 2035 T GREAT GRAY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $667K | 4.7% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $589K | 4.2% | |
| GREAT GRAY T. ROWE PRICE RET 2050 T GREAT GRAY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $559K | 4.0% | |
| GREAT GRAY T. ROWE PRICE RET 2020 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $410K | 2.9% | |
| Charles Schwab Sdb Securities | Mutual Funds | — | — | $360K | 2.6% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $327K | 2.3% | |
| GREAT GRAY T. ROWE PRICE RET 2030 R GREAT GRAY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $304K | 2.2% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $303K | 2.2% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $300K | 2.1% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $250K | 1.8% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $184K | 1.3% | |
| GREAT GRAY T. ROWE PRICE RET 2060 T GREAT GRAY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $157K | 1.1% | |
| BlackRock High Yield Bond Blackrock K | Other securities | — | — | $156K | 1.1% | |
| LARGE CAP VALUE FUND III CL R1 GREAT GRAY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $154K | 1.1% | |
| INTERNATIONAL STOCK R1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $147K | 1.0% | |
| PIONEER BOND TRUST R1 GREAT GRAY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $140K | 1.0% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $139K | 1.0% | |
| Notes receivable from participants Interest Rates - 4.25% to 9.50% - | Bonds / Notes | — | — | $121K | 0.9% | |
| Invesco Small Cap Growth R6 | Mutual Funds | — | — | $108K | 0.8% | |
| PIMCO Real Return Institutional | Mutual Funds | — | — | $98K | 0.7% | |
| GREAT GRAY T. ROWE PRICE RET 2015 T GREAT GRAY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $98K | 0.7% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $84K | 0.6% | |
| PIMCO International Bond Fund | Mutual Funds | — | — | $83K | 0.6% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $49K | 0.4% | |
| GREAT GRAY T. ROWE PRICE RET 2065 T GREAT GRAY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $40K | 0.3% | |
| GREAT GRAY T. ROWE PRICE RET 2005 T GREAT GRAY · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $25K | 0.2% | |
| Victory Funds Victory Sycamore Small Company Opportunity | Common Stocks | — | — | $17K | 0.1% | |
| GREAT GRAY T. ROWE PRICE RET 2010 T GREAT GRAY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $15K | 0.1% | |
| Principal Funds Principal Real Estate Securities | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| IRVINE, CA |
| INVESTMENT ADVISOR |
| $32K |
| — |
