Anita Pirrone signed U.S. Facilities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U.S. Facilities, Inc.'s EIN is 23-3035879.
Download the official 2024 Form 5500 (PDF) for U.S. Facilities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U.S. Facilities, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $65K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FA FREEDOM 2035 K6 | Mutual Funds | — | $2.7M | $3.1M | 10.3% | |
| FA FREEDOM 2030 K6 | Mutual Funds | — | $2.8M | $3.0M | 10.1% | |
| FA FREEDOM 2025 K6 | Mutual Funds | — | $2.5M | $2.7M | 8.9% | |
| FA FREEDOM 2040 K6 | Mutual Funds | — | $1.5M | $1.8M | 5.9% | |
| Money Market Fund FID GOV CASH RESERVE | Mutual Funds | — | $1.7M | $1.7M | 5.6% | |
| TRP EQUITY IDX 500 I | Mutual Funds | — | $1.1M | $1.6M | 5.4% | |
| FA NEW INSIGHTS Z | Mutual Funds | — | $1.1M | $1.5M | 4.9% | |
| MFS GROWTH R6 | Mutual Funds | — | $1.0M | $1.4M | 4.5% | |
| FA FREEDOM 2045 K6 | Mutual Funds | — | $982K | $1.2M | 4.0% | |
| FA FREEDOM 2020 K6 | Mutual Funds | — | $1.1M | $1.2M | 4.0% | |
| FA FREEDOM 2015 K6 | Mutual Funds | — | $1.2M | $1.1M | 3.8% | |
| FA FREEDOM 2050 K6 | Mutual Funds | — | $920K | $1.1M | 3.7% | |
| INVS GLOBAL R6 | Mutual Funds | — | $770K | $844K | 2.8% | |
| AS SPL SM CAP VAL R6 | Mutual Funds | — | $750K | $793K | 2.6% | |
| CRLN S MID CAP R6 | Mutual Funds | — | $636K | $706K | 2.4% | |
| FA FREEDOM 2060 K6 | Mutual Funds | — | $598K | $684K | 2.3% | |
| JPM US RSH ENH EQ R6 | Mutual Funds | — | $499K | $677K | 2.3% | |
| FA FREEDOM 2055 K6 | Mutual Funds | — | $536K | $629K | 2.1% | |
| PIF SMALL CAP R6 | Mutual Funds | — | $490K | $583K | 1.9% | |
| FA STRAT INCOME Z | Mutual Funds | — | $468K | $488K | 1.6% | |
| AF BALANCED R6 | Mutual Funds | — | $390K | $446K | 1.5% | |
| AF EUROPAC GROWTH R6 | Mutual Funds | — | $372K | $407K | 1.4% | |
| FA FREEDOM 2065 K6 | Mutual Funds | — | $219K | $244K | 0.8% | |
| JPM US VALUE R6 | Mutual Funds | — | $200K | $220K | 0.7% | |
| AM CENT SH DUR R5 | Mutual Funds | — | $207K | $204K | 0.7% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | $213K | $199K | 0.7% | |
| BLKRK GLOBAL ALLOC K | Mutual Funds | — | $184K | $194K | 0.6% | |
| PIMCO TOT RETURN 2 I | Mutual Funds | — | $201K | $194K | 0.6% | |
| FA FREEDOM INCOME K6 | Mutual Funds | — | $164K | $170K | 0.6% | |
| FA FREEDOM 2010 K6 | Mutual Funds | — | $131K | $135K | 0.5% | |
| Bonds JH EMG MKTS DEBT R6 | Other securities | — | $90K | $95K | 0.3% | |
| PIF SMCP S&P 600 R6 | Mutual Funds | — | $51K | $51K | 0.2% | |
| INVS EQV EM ALLCP R6 | Mutual Funds | — | $36K | $39K | 0.1% | |
| PGIM HIGH YIELD R6 | Mutual Funds | — | $16K | $16K | <0.1% | |
| IS MSCI EAFE INTL K | Mutual Funds | — | $4K | $4K | <0.1% | |
| Bonds BNYM BOND MKT IDX I | Common Collective Trusts | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
