Bradley Slagowski signed UELS, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UELS, LLC's EIN is 20-8711000.
Download the official 2024 Form 5500 (PDF) for UELS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UELS, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT/FINANCIAL ADVI | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $5.0M | 28.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $3.1M | 17.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.8M | 15.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 10.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.6M | 8.8% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $569K | 3.2% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $467K | 2.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $452K | 2.5% | |
| HARTFORD CORE EQUITY FUND R6 | Registered Investment Companies | — | — | $376K | 2.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $269K | 1.5% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $249K | 1.4% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $186K | 1.0% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $163K | 0.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $123K | 0.7% | |
| JANUS HEND MULTI SECTOR INC N | Registered Investment Companies | — | — | $112K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $90K | 0.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $79K | 0.4% | |
| JH ALTERNATIVE ASSET ALLOC R6 | Registered Investment Companies | — | — | $77K | 0.4% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $45K | 0.3% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $44K | 0.2% | |
| MFS GLOBAL REAL ESTATE R6 | Registered Investment Companies | — | — | $41K | 0.2% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $15K | <0.1% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
