Sarah Ferry signed Union of PAN Asian Communities UPAC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Union of PAN Asian Communities UPAC's EIN is 23-7279074.
Download the official 2024 Form 5500 (PDF) for Union of PAN Asian Communities UPAC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Union of PAN Asian Communities UPAC's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 36-0145825 / PN 000 | Pooled Separate Account | — | — | $4.6M | 99.0% | |
| Nuveen Lifecycle Index 2040 Retire | Mutual Funds | — | — | $578K | 12.3% | |
| Nuveen Lifecycle Index 2035 Retire | Mutual Funds | — | — | $529K | 11.3% | |
| American Funds American Funds American Balanced R4 | Mutual Funds | — | — | $426K | 9.1% | |
| State Street State Street Equity 500 Index Adm | Common Collective Trusts | — | — | $397K | 8.5% | |
| Nuveen Lifecycle Index 2055 Retire | Mutual Funds | — | — | $394K | 8.4% | |
| Nuveen Lifecycle Index 2030 Retire | Mutual Funds | — | — | $324K | 6.9% | |
| Nuveen Lifecycle Index 2045 Retire | Mutual Funds | — | — | $256K | 5.5% | |
| Nuveen Lifecycle Index 2050 Retire | Mutual Funds | — | — | $245K | 5.2% | |
| Nuveen Large Cap Growth R | Mutual Funds | — | — | $236K | 5.0% | |
| Federated MDT All Cap Core Instl | Other securities | — | — | $203K | 4.3% | |
| Prudential PGIM Total Return Bond Z | Other securities | — | — | $179K | 3.8% | |
| Federated Kaufmann Large Cap Instl | Other securities | — | — | $144K | 3.1% | |
| Nuveen Lifecycle Index 2060 Retire | Mutual Funds | — | — | $137K | 2.9% | |
| Dimensional Fund Advisors DFA US Targeted Val I | Mutual Funds | — | — | $103K | 2.2% | |
| Nuveen Intl EQ Idx Retire | Common Collective Trusts | — | — | $99K | 2.1% | |
| Nuveen Lifecycle Index 2020 Retire | Mutual Funds | — | — | $76K | 1.6% | |
| Invesco Oppenheimer International Growth Y | Mutual Funds | — | — | $54K | 1.2% | |
| Dimensional Fund Advisors DFA Emerging Markets Value I | Mutual Funds | — | — | $47K | 1.0% | |
| Victory Sycamore Established Value A | Other securities | — | — | $44K | 0.9% | |
| Prudential PGIM High Yield R4 | Other securities | — | — | $41K | 0.9% | |
| Columbia Mid Cap Index A | Other securities | — | — | $35K | 0.7% | |
| Nuveen Lifecycle Index 2065 R | Mutual Funds | — | — | $33K | 0.7% | |
| American United Life Ins Co OneAmerica AUL Stable Value Account | Stable Value | — | — | $31K | 0.7% | |
| Nuveen Lifecycle Index 2025 Retire | Mutual Funds | — | — | $23K | 0.5% | |
| Participant Loans Interest Rate - 4.25% -0- | Bonds / Notes | — | — | $16K | 0.3% | |
| Dimensional Fund Advisors DFA International Value I | Mutual Funds | — | — | $9K | 0.2% | |
| American Funds American Funds American High Inc Trust R4 | Mutual Funds | — | — | $8K | 0.2% | |
| American Century Amercent Heritage Inv | Other securities | — | — | $7K | 0.1% | |
| Nuveen Lifecycle Index 2010 R | Mutual Funds | — | — | $7K | 0.1% | |
| Invesco Global Opportunities Y | Mutual Funds | — | — | $6K | 0.1% | |
| Nuveen Lifecycle Index 2015 R | Mutual Funds | — | — | $4K | <0.1% | |
| Columbia Contrarian Core Adv | Other securities | — | — | $2K | <0.1% | |
| Nuveen Realestate Secs A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
