Robert Bruni signed ULI Service LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ULI Service LLC's EIN is 20-1116134.
Download the official 2024 Form 5500 (PDF) for ULI Service LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ULI Service LLC'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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century American Century One Choice 2030 N/R | Mutual Funds | — | — | $606K | 11.7% | |
| Vanguard Total Stock Market Index N/R | Common Collective Trusts | — | — | $576K | 11.1% | |
| Admiral Shares American Century American Century One Choice 2035 N/R | Other securities | — | — | $479K | 9.2% | |
| American Century American Century One Choice 2050 N/R | Other securities | — | — | $466K | 9.0% | |
| Portfolio American Century American Century One Choice 2045 N/R | Other securities | — | — | $444K | 8.6% | |
| Portfolio American Century American Century One Choice In N/R | Other securities | — | — | $410K | 7.9% | |
| Retirement Portfolio American Century American Century One Choice 2055 N/R | Other securities | — | — | $291K | 5.6% | |
| Portfolio American Century American Century One Choice 2040 N/R | Other securities | — | — | $284K | 5.5% | |
| Pioneer Fundamental Growth Class N/R | Other securities | — | — | $261K | 5.0% | |
| K JP Morgan JPMorgan Core Plus Bond Class R6 N/R | Other securities | — | — | $251K | 4.8% | |
| JP Morgan JPMorgan Equity Income Class R5 N/R | Other securities | — | — | $220K | 4.2% | |
| Hartford International Hartford International Opportunities N/R | Other securities | — | — | $208K | 4.0% | |
| Fully Benefit-Responsive Investment Contract * Lincoln Financial Stable Value Account N/R | Stable Value | — | — | $136K | 2.6% | |
| Class Y Victory Sycamore Victory Sycamore Established Value N/R | Other securities | — | — | $117K | 2.3% | |
| Class Y American Century American Century One Choice 2025 N/R | Other securities | — | — | $94K | 1.8% | |
| Congress Mid Cap Growth Inst N/R | Other securities | — | — | $85K | 1.6% | |
| Class Invesco Developing Markets | Mutual Funds | — | — | $77K | 1.5% | |
| Federated Kaufmann Small Cap N/R | Other securities | — | — | $69K | 1.3% | |
| Class R Shares American Century American Century One Choice 2060 N/R | Other securities | — | — | $55K | 1.1% | |
| Portfolio Victory Sycamore Victory Sycamore Small Company N/R | Common Stocks | — | — | $55K | 1.1% | |
| American Century American Century Investments One N/R | Other securities | — | — | $11K | 0.2% |
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 |
|---|---|---|---|---|---|
| BAKER TILLY | 30-1413443 | MILWAUKEE, WI | AUDITOR | $10K | — |
