James Klucharits signed Union Beverage Packers LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Union Beverage Packers LLC's EIN is 26-0060952.
Download the official 2024 Form 5500 (PDF) for Union Beverage Packers LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Union Beverage Packers LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $861K | 19.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $603K | 13.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $513K | 11.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $460K | 10.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $288K | 6.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $285K | 6.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $280K | 6.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $189K | 4.3% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $116K | 2.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $109K | 2.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $74K | 1.7% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $62K | 1.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $56K | 1.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $48K | 1.1% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $36K | 0.8% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $23K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $20K | 0.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $19K | 0.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $16K | 0.4% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $16K | 0.4% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $14K | 0.3% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $13K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $13K | 0.3% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $12K | 0.3% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $12K | 0.3% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $11K | 0.3% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $6K | 0.1% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
