Jeffrey Reeder signed Universal Projects Inc. T/a Ace Distributing's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Universal Projects Inc. T/a Ace Distributing's EIN is 23-2576501.
Download the official 2024 Form 5500 (PDF) for Universal Projects Inc. T/a Ace Distributing from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Universal Projects Inc. T/a Ace Distributing'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 |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES | 16-1503696 | — | NONE | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $546K | 13.4% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $491K | 12.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $442K | 10.9% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $408K | 10.0% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $365K | 9.0% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $341K | 8.4% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $291K | 7.2% | |
| Vanguard SH Term Inst Grade | Mutual Funds | — | — | $289K | 7.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $280K | 6.9% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $254K | 6.2% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $129K | 3.2% | |
| T. Rowe Price All-Cap Opps Inv | Other securities | — | — | $84K | 2.1% | |
| Vanguard International Growth Admiral | Mutual Funds | — | — | $44K | 1.1% | |
| JPMorgan Value Advantage R6 | Other securities | — | — | $15K | 0.4% | |
| JPMorgan Undisc Mgr Beh Val R6 | Other securities | — | — | $12K | 0.3% | |
| Federated Hermes Cap Preserv Instl | Other securities | — | — | $10K | 0.2% | |
| Vanguard Small-Cap Index Admiral | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $7K | 0.2% | |
| Pimco Income Instl | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $4K | <0.1% | |
| Value Line Mid Cap Focused Ins | Other securities | — | — | $3K | <0.1% | |
| Federated Hermes TTL Return BD | Other securities | — | — | $2K | <0.1% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $506 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
