Jennifer Fuller signed United 401(k) Plans, Inc. DBA Elevate401(k)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United 401(k) Plans, Inc. DBA Elevate401(k)'s EIN is 20-5321813.
Download the official 2024 Form 5500 (PDF) for United 401(k) Plans, Inc. DBA Elevate401(k) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United 401(k) Plans, Inc. DBA Elevate401(k)'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 |
|---|---|---|---|---|---|
| GLOBAL RRETIREMENT PARTNER, LLC | 47-1411118 | — | ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED 401K PLANS, INC. | 20-5321813 | — | CONTRACT ADMINISTRATOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Premier Fidelity 0 | Mutual Funds | — | — | $609K | 26.0% | |
| Franklin Small-Mid Cap Growth R6 Franklin 0 226 Fidelity Freedom Index 2030 Premier Fidelity 0 | Mutual Funds | — | — | $325K | 13.9% | |
| Fidelity 500 Index Fund Inst'l Fidelity 0 | Common Collective Trusts | — | — | $211K | 9.0% | |
| Fidelity Freedom Index 2060 Premier Fidelity 0 | Mutual Funds | — | — | $210K | 9.0% | |
| Fidelity Freedom Index 2040 Premier Fidelity 0 | Mutual Funds | — | — | $175K | 7.5% | |
| Fidelity Freedom Index 2050 Premier Fidelity 0 | Mutual Funds | — | — | $143K | 6.1% | |
| . acquisitions dispositions Fidelity Freedom Index 2055 Premier Fidelity 0 | Mutual Funds | — | — | $124K | 5.3% | |
| Fidelity Freedom Index 2035 Premier Fidelity 0 | Mutual Funds | — | — | $117K | 5.0% | |
| Fidelity Freedom Index 2065 Premier Fidelity 0 | Mutual Funds | — | — | $79K | 3.4% | |
| . acquisitions dispositions Vanguard Information Tech Ind Adm Vanguard Funds 0 | Mutual Funds | — | — | $51K | 2.2% | |
| . acquisitions dispositions Fidelity Freedom Index 2025 Premier Fidelity | Mutual Funds | — | — | $35K | 1.5% | |
| Vanguard Windsor II Adm Vanguard Funds 0 | Mutual Funds | — | — | $21K | 0.9% | |
| New World Fund Cl R6 American Funds 0 | Mutual Funds | — | — | $18K | 0.8% | |
| Vanguard Small-Cap Index Adm Vanguard Funds 0 | Mutual Funds | — | — | $15K | 0.7% | |
| Vanguard Developed Markets Index Adm Vanguard Funds 0 | Mutual Funds | — | — | $14K | 0.6% | |
| . acquisitions dispositions American Balanced Fund Cl R6 American Funds 0 | Mutual Funds | — | — | $13K | 0.5% | |
| Vanguard Mid-Cap Value Index Adm Vanguard Funds 0 | Mutual Funds | — | — | $11K | 0.5% | |
| Pimco Total Return ESG Inst'l PIMCO 0 252 Bond Fund of America R6 American Funds 0 | Mutual Funds | — | — | $10K | 0.4% | |
| Vanguard Health Care Index Adm Vanguard Funds 0 | Mutual Funds | — | — | $10K | 0.4% | |
| Vanguard Real Estate Index Adm Vanguard Funds 0 | Mutual Funds | — | — | $10K | 0.4% | |
| Vanguard Small Cap Value Index Vanguard Funds 0 | Mutual Funds | — | — | $9K | 0.4% | |
| Vanguard Explorer Adm Vanguard Funds 0 | Mutual Funds | — | — | $7K | 0.3% | |
| Vanguard Global ESG Select Stk Adm Vanguard Funds 0 | Mutual Funds | — | — | $5K | 0.2% | |
| Vanguard Mid Cap Index Adm Vanguard Funds 0 | Mutual Funds | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
