Kelly S. Lowery signed United Helpers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Helpers, Inc.'s EIN is 22-2428919.
Download the official 2024 Form 5500 (PDF) for United Helpers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Helpers, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTION | 13-3689044 | — | RECORDKEEPER | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 95-2834236 | — | BROKER | $8K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 |
|---|---|---|---|---|---|
| BPAS, INC. | 16-1616474 | — | TPA | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.1M | 12.1% | |
| American Funds Growth Fund of America Class R6 | Mutual Funds | — | — | $1.1M | 11.9% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $907K | 10.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $899K | 10.0% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $879K | 9.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $474K | 5.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $452K | 5.0% | |
| iShares S&P 500 Index Fund Class K | Common Collective Trusts | — | — | $447K | 5.0% | |
| Lincoln NY Stable Value Account | Stable Value | — | — | $303K | 3.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $278K | 3.1% | |
| American Funds New Perspective Fund Class R6 | Mutual Funds | — | — | $259K | 2.9% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $255K | 2.8% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | Other securities | — | — | $184K | 2.1% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $179K | 2.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $173K | 1.9% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $164K | 1.8% | |
| DFA US Targeted Value Portfolio Institutional Class | Mutual Funds | — | — | $134K | 1.5% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $130K | 1.5% | |
| Vanguard GNMA Fund Admiral Shares | Agency / Mortgage-Backed | — | — | $126K | 1.4% | |
| Notes receivable from participants (4.25% - 9.50%) | Bonds / Notes | — | — | $126K | 1.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $110K | 1.2% | |
| iShares U.S. Aggregate Bond Index Fund Class K | Common Collective Trusts | — | — | $109K | 1.2% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $90K | 1.0% | |
| JPMorgan U.S. Small Company Fund Class R6 | Common Stocks | — | — | $67K | 0.8% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class | Mutual Funds | — | — | $44K | 0.5% | |
| American Funds New World Fund Class R6 | Mutual Funds | — | — | $11K | 0.1% | |
| Calvert US Large Cap Core Responsible Index Fund Class I | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $2K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2035 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMENT 2040 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMENT 2045 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMENT 2050 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMENT 2055 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMENT 2060 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMENT 2065 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RETIREMENT INCOME I TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ISHARES U.S. AGGREGATE BOND INDEX K TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
