KERI Isbister signed UPE Resources Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UPE Resources Inc.'s EIN is 20-8090840.
Download the official 2024 Form 5500 (PDF) for UPE Resources Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UPE Resources Inc.'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 |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Registered Investment Company | Common Collective Trusts | — | — | $586K | 44.4% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | Mutual Funds | — | — | $353K | 26.7% | |
| Vanguard Total Bond Market Index Adm Registered Investment Company | Mutual Funds | — | — | $146K | 11.1% | |
| Vanguard Total Intl Bd Idx Admiral Registered Investment Company | Common Collective Trusts | — | — | $65K | 4.9% | |
| to 10.25%, maturities vary | Bonds / Notes | — | — | $58K | 4.4% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm Registered Investment Company | Common Collective Trusts | — | — | $4K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
