Heather Taylor signed Ultra Manufacturing (USA), Inc. d/b/a Mitchell Plastics' 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ultra Manufacturing (USA), Inc. d/b/a Mitchell Plastics' EIN is 20-0790265.
Download the official 2025 Form 5500 (PDF) for Ultra Manufacturing (USA), Inc. d/b/a Mitchell Plastics from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Ultra Manufacturing (USA), Inc. d/b/a Mitchell Plastics' 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 R6 Fund " | Mutual Funds | — | — | $974K | 10.2% | |
| Nuveen Lifecycle Index 2030 R6 Fund " | Mutual Funds | — | — | $962K | 10.0% | |
| Nuveen Lifecycle Index 2045 R6 Fund " | Mutual Funds | — | — | $809K | 8.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $797K | 8.3% | |
| Nuveen Lifecycle Index 2050 R6 Fund " | Mutual Funds | — | — | $757K | 7.9% | |
| Nuveen Lifecycle Index 2040 R6 Fund " | Mutual Funds | — | — | $755K | 7.9% | |
| Nuveen Lifecycle Index 2055 R6 Fund " | Mutual Funds | — | — | $603K | 6.3% | |
| Principal Guaranteed Option Guaranteed account | Other securities | — | — | $585K | 6.1% | |
| Principal Diversified International Separate Account " | Pooled Separate Accounts | — | — | $565K | 5.9% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $565K | 5.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $390K | 4.1% | |
| Nuveen Lifecycle Index 2060 R6 Fund " | Mutual Funds | — | — | $383K | 4.0% | |
| American Funds American Mutual Fund R6 " | Mutual Funds | — | — | $329K | 3.4% | |
| MFS Massachusetts Investors Growth Stock Fund R6 " | Mutual Funds | — | — | $314K | 3.3% | |
| Participant Loans (3.25% - 8.50%) - | Bonds / Notes | — | — | $243K | 2.5% | |
| Nuveen Lifecycle Index 2025 R6 Fund " | Mutual Funds | — | — | $201K | 2.1% | |
| Vanguard Small Cap Value Index Fund Admiral " | Common Collective Trusts | — | — | $141K | 1.5% | |
| Vanguard Mid Cap Value Index Fund Admiral " | Common Collective Trusts | — | — | $135K | 1.4% | |
| AB/Brown/Emerald Small Cap Growth I Separate Account " | Pooled Separate Accounts | — | — | $108K | 1.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $108K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $98K | 1.0% | |
| Principal Mid Cap S&P 400 Index Separate Account " | Pooled Separate Accounts | — | — | $92K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $92K | 1.0% | |
| MFS Mid Cap Growth Fund R6 " | Mutual Funds | — | — | $89K | 0.9% | |
| Nuveen Lifecycle Index 2065 R6 Fund " | Mutual Funds | — | — | $72K | 0.8% | |
| Nuveen Lifecycle Index 2020 R6 Fund " | Mutual Funds | — | — | $39K | 0.4% | |
| Vanguard International Growth Admiral Fund " | Mutual Funds | — | — | $30K | 0.3% | |
| Principal Midcap Separate Account " | Pooled Separate Accounts | — | — | $29K | 0.3% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $29K | 0.3% | |
| Nuveen Lifecycle Index Retirement Income R Fund " | Mutual Funds | — | — | $26K | 0.3% | |
| Nuveen Lifecycle Index 2015 R6 Fund " | Mutual Funds | — | — | $22K | 0.2% | |
| DFA International Small Company I Fund " | Mutual Funds | — | — | $17K | 0.2% | |
| PIMCO International Bond Fund Mutual fund | Mutual Funds | — | — | $14K | 0.1% | |
| Blackrock Inflation Protected Separate Account Pooled separate account | Pooled Separate Accounts | — | — | $6K | <0.1% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $6K | <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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
