Carolyn McKenna signed Uptime Institute Professional Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Uptime Institute Professional Services LLC's EIN is 22-3700489.
Download the official 2024 Form 5500 (PDF) for Uptime Institute Professional Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Uptime Institute Professional Services 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | — | $2.2M | 18.0% | |
| Vanguard Group Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $1.4M | 11.9% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.2M | 9.8% | |
| JP Morgan Funds JP Morgan SmartRtmt 2040 A Fd | Other securities | — | — | $838K | 6.9% | |
| JP Morgan Funds JP Morgan SmartRtmt 2030 A Fd | Other securities | — | — | $802K | 6.6% | |
| JP Morgan Funds JP Morgan SmartRtmt 2055 A Fd | Other securities | — | — | $545K | 4.5% | |
| JP Morgan Funds JP Morgan Large Cap Gr R6 | Other securities | — | — | $516K | 4.3% | |
| JP Morgan Funds JP Morgan SmartRtmt 2035 A Fd | Other securities | — | — | $487K | 4.0% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $404K | 3.3% | |
| JP Morgan Funds JP Morgan SmartRtmt 2020 A Fd | Other securities | — | — | $380K | 3.1% | |
| JP Morgan Funds JP Morgan SmartRtmt 2045 A Fd | Other securities | — | — | $350K | 2.9% | |
| Vanguard Group Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $344K | 2.8% | |
| MFS Investment Management MFS Total Return Bond R3 Fund | Mutual Funds | — | — | $319K | 2.6% | |
| JP Morgan Funds JP Morgan SmartRtmt 2050 A Fd | Other securities | — | — | $317K | 2.6% | |
| Fidelity Investments FIDELITY INTERNATIONAL IDX FD | Common Collective Trusts | — | — | $268K | 2.2% | |
| Fidelity Investments FIDELITY SMALL CAP GRWTH K6 FD | Mutual Funds | — | — | $257K | 2.1% | |
| PGIM Investments PGIM High Yield Z Fund | Other securities | — | — | $256K | 2.1% | |
| Dimensional Fund Advisors DFA Emerging Markets I Fund | Mutual Funds | — | — | $192K | 1.6% | |
| JP Morgan Funds JP Morgan SmartRtmt Incm A Fd | Other securities | — | — | $184K | 1.5% | |
| American Beacon Funds Amer Beacon Sm Cp Val R5 Fd | Mutual Funds | — | — | $184K | 1.5% | |
| JP Morgan Funds JP Morgan SmartRtmt 2025 A Fd | Other securities | — | — | $158K | 1.3% | |
| Alliance Bernstein AB Global Bond Advisor Fund | Other securities | — | — | $134K | 1.1% | |
| (E) | Other securities | — | — | $93K | 0.8% | |
| Dodge and Cox Funds DODGE & COX STOCK X FUND | Mutual Funds | — | — | $93K | 0.8% | |
| Participant Loans Interest rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $92K | 0.8% | |
| (E) | Other securities | — | $78K | $92K | 0.8% | |
| PIMCO Funds PIMCO INCOME INSTITUTIONAL FD | Mutual Funds | — | — | $78K | 0.6% | |
| Lord Abbett Lord Abbett Bd-Debenture R3 Fd 11 MFS Investment Management MFS Mid Cap Value R3 Fund | Mutual Funds | — | — | $46K | 0.4% | |
| JP Morgan Funds JP Morgan SmartRtmt 2060 A Fd | Other securities | — | — | $22K | 0.2% | |
| JP Morgan Funds JPMorgan SmartRetire 2065 A Fd | Other securities | — | — | $4K | <0.1% |
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 |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 48-1305000 | — | INVESTMENT ADVISORY | $20K | — |
