Utility Data Contractors, LLC's EIN is 20-2978937.
Download the official 2024 Form 5500 (PDF) for Utility Data Contractors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Utility Data Contractors, LLC'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCT D 811359 VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $21.8M | 95.5% | |
| Vanguard 500 Index Fund - Admiral Shares N/A | Common Collective Trusts | — | — | $2.7M | 11.7% | |
| American Funds Growth and Income Portfolio N/A | Mutual Funds | — | — | $1.9M | 8.3% | |
| JPMorgan Large Cap Growth Fund - Class R6 Shares N/A | Other securities | — | — | $1.8M | 8.1% | |
| T Rowe Price Retirement 2030 Fund - I Class N/A | Mutual Funds | — | — | $1.7M | 7.3% | |
| T Rowe Price Retirement 2040 Fund - I Class N/A | Mutual Funds | — | — | $1.4M | 6.3% | |
| T Rowe Price Retirement 2050 Fund - I Class N/A | Mutual Funds | — | — | $1.2M | 5.3% | |
| Vanguard Windsor II Fund - Admiral Shares N/A | Mutual Funds | — | — | $1.2M | 5.1% | |
| Voya T Rowe Price Capital Appreciation Portfolio N/A | Mutual Funds | — | — | $1.1M | 4.9% | |
| Voya Fixed Account N/A | Other securities | — | — | $807K | 3.5% | |
| American Funds EuroPacific Growth Fund N/A | Mutual Funds | — | — | $804K | 3.5% | |
| T Rowe Price Retirement 2035 Fund - I Class N/A | Mutual Funds | — | — | $659K | 2.9% | |
| American Funds Fundamental Investors N/A | Mutual Funds | — | — | $644K | 2.8% | |
| T Rowe Price Retirement 2055 Fund - I Class N/A | Mutual Funds | — | — | $570K | 2.5% | |
| American Funds The New World Fund N/A | Mutual Funds | — | — | $476K | 2.1% | |
| T Rowe Price Retirement 2060 Fund - I Class N/A | Mutual Funds | — | — | $467K | 2.0% | |
| Voya GV Money Market F A (Hld Acct) N/A 235 * iShares MSCI EAFE International Index Fund - Class K Shares N/A | Common Collective Trusts | — | — | $464K | 2.0% | |
| PIMCO Income Fund - Institutional Class N/A | Mutual Funds | — | — | $442K | 1.9% | |
| American Funds Moderate Growth and Income Portfolio N/A | Mutual Funds | — | — | $419K | 1.8% | |
| Vanguard Mid-Cap Index Fund - Admiral Shares N/A | Common Collective Trusts | — | — | $408K | 1.8% | |
| Dodge & Cox Income Fund - Class X N/A | Mutual Funds | — | — | $406K | 1.8% | |
| Vanguard Strategic Small-Cap Equity Fund - Investor Shares N/A | Mutual Funds | — | — | $392K | 1.7% | |
| T Rowe Price Retirement 2045 Fund - I Class N/A | Mutual Funds | — | — | $321K | 1.4% | |
| Fidelity Mid Cap Growth Index Fund N/A | Common Collective Trusts | — | — | $310K | 1.4% | |
| DFA U.S. Targeted Value Portfolio N/A | Mutual Funds | — | — | $286K | 1.3% | |
| Cohen & Steers Institutional Realty Shares, Inc. N/A | Common Stocks | — | — | $251K | 1.1% | |
| Dodge & Cox Global Bond Fund - Class X N/A | Mutual Funds | — | — | $221K | 1.0% | |
| DFA Inflation Protected Securities Portfolio N/A | Mutual Funds | — | — | $190K | 0.8% | |
| Participant Loans (4.25% to 9.5%) -0- | Bonds / Notes | — | — | $180K | 0.8% | |
| T Rowe Price Retirement 2065 Fund - I Class N/A | Mutual Funds | — | — | $148K | 0.6% | |
| Vanguard Explorer Fund - Admiral Shares N/A | Mutual Funds | — | — | $137K | 0.6% | |
| T Rowe Price Retirement 2025 Fund - I Class N/A | Mutual Funds | — | — | $122K | 0.5% | |
| T Rowe Price Retirement 2020 Fund - I Class N/A | Mutual Funds | — | — | $94K | 0.4% | |
| American Funds Conservative Growth and Income Portfolio N/A | Mutual Funds | — | — | $90K | 0.4% | |
| American Funds New Perspective N/A | Mutual Funds | — | — | $34K | 0.2% | |
| T Rowe Price Retirement 2005 Fund - I Class N/A | Mutual Funds | — | — | $33K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CETERA INVESTMENT ADVISERS LLC |
| 36-3258176 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY INC | — | PLYMOUTH, IN | TPA | $0 | — |
