Jacques S. Pierre signed U.S. Retirement Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U.S. Retirement Partners, Inc.'s EIN is 26-0829701.
Download the official 2024 Form 5500 (PDF) for U.S. Retirement Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U.S. Retirement Partners, Inc.'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 |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY | 38-2712991 | — | NONE | $5K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund/Equity N/R | Common Collective Trusts | — | — | $9.7M | 11.4% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund/Equity N/R | Mutual Funds | — | — | $6.4M | 7.5% | |
| MFS Growth R6 Mutual Fund/Equity N/R | Mutual Funds | — | — | $5.5M | 6.4% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund/Equity N/R | Mutual Funds | — | — | $5.4M | 6.4% | |
| American Funds New Perspective R6 Mutual Fund/Equity N/R | Mutual Funds | — | — | $4.5M | 5.3% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund/Equity N/R | Mutual Funds | — | — | $4.0M | 4.7% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund/Equity N/R | Mutual Funds | — | — | $3.3M | 3.9% | |
| Vanguard Target Retirement Income Inv Mutual Fund/Fixed Income N/R | Mutual Funds | — | — | $3.1M | 3.7% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund/Equity N/R | Mutual Funds | — | — | $2.9M | 3.4% | |
| American Funds American Balanced R6 Mutual Fund/Equity N/R | Mutual Funds | — | — | $2.7M | 3.2% | |
| Metlife GAC Series 25053 Common Collective Trust Fund N/R | Common Collective Trusts | — | — | $2.5M | 3.0% | |
| RELIANCE TRUST SVF 25053 CLASS 0 FIDELITY PERSONAL TRUST COMPANY, FSB · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $2.5M | 3.0% | |
| Fidelity 500 Index Fund Mutual Fund/Equity N/R | Common Collective Trusts | — | — | $2.4M | 2.8% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund/Equity N/R | Mutual Funds | — | — | $2.3M | 2.7% | |
| Fidelity Large Cap Value Index Fund Instl Premium Mutual Fund/Equity N/R | Common Collective Trusts | — | — | $2.1M | 2.5% | |
| Vanguard Small Cap Index Adm Mutual Fund/Equity N/R | Mutual Funds | — | — | $2.0M | 2.4% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund/Equity N/R | Mutual Funds | — | — | $1.6M | 1.8% | |
| American Funds Washington Mutual R6 Mutual Fund/Equity N/R | Mutual Funds | — | — | $1.5M | 1.8% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund/Equity N/R | Mutual Funds | — | — | $1.5M | 1.7% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund/Equity N/R | Mutual Funds | — | — | $1.3M | 1.6% | |
| Fidelity Inter Index Fund Mutual Fund/Equity N/R | Common Collective Trusts | — | — | $1.3M | 1.5% | |
| Vanguard Interm-term Bond Index ADM Mutual Fund/Fixed Income N/R | Mutual Funds | — | — | $1.3M | 1.5% | |
| Pimco Income Instl Mutual Fund/Fixed Income N/R | Mutual Funds | — | — | $1.3M | 1.5% | |
| Fidelity LGCP GTH Index Ins Prm Mutual Fund/Equity N/R | Mutual Funds | — | — | $1.3M | 1.5% | |
| Fidelity Mid-Cap Stock Mutual Fund/Equity N/R | Mutual Funds | — | — | $1.2M | 1.4% | |
| MFS Value R6 Mutual Fund/Equity N/R | Mutual Funds | — | — | $1.2M | 1.4% | |
| Victory Sycamore Established Value I Mutual Fund/Equity N/R | Other securities | — | — | $1.2M | 1.4% | |
| Vanguard Mid-Cap Growth Index Adm Mutual Fund/Equity N/R | Mutual Funds | — | — | $1.1M | 1.3% | |
| Voya Intermediate Bond Class I Mutual Fund/Fixed Income N/R | Other securities | — | — | $1.1M | 1.3% | |
| Vanguard Short-Term Federal Adm Mutual Fund/Fixed Income N/R | Mutual Funds | — | — | $1.0M | 1.2% | |
| participant account balances. -0- | Other securities | — | — | $1.0M | 1.2% | |
| Self-Directed Brokerage Accounts Self Directed Brokerage Accounts N/R | Self-Directed Brokerage | — | — | $770K | 0.9% | |
| Metropolitan West Total Return Bond I Mutual Fund/Fixed Income N/R | Other securities | — | — | $767K | 0.9% | |
| Vanguard Short-Term Corp BD IDX Adm Mutual Fund/Fixed Income N/R | Common Collective Trusts | — | — | $694K | 0.8% | |
| Vanguard Small Cap Growth Index Adm Mutual Fund/Equity N/R | Mutual Funds | — | — | $657K | 0.8% | |
| Fidelity Extended Mkt Index Fund Mutual Fund/Equity N/R | Common Collective Trusts | — | — | $545K | 0.6% | |
| Vanguard Total World Stk Index Admiral Mutual Fund/Equity N/R | Mutual Funds | — | — | $516K | 0.6% | |
| American Funds New World R6 Mutual Fund/Equity N/R | Mutual Funds | — | — | $503K | 0.6% | |
| American Funds Inc Fund of Amer R6 Mutual Fund/Equity N/R | Mutual Funds | — | — | $411K | 0.5% | |
| Dodge & Cox Global Bond Mutual Fund/Fixed Income N/R | Mutual Funds | — | — | $363K | 0.4% | |
| Franklin Small Cap Value R6 Mutual Fund/Equity N/R | Mutual Funds | — | — | $359K | 0.4% | |
| Vanguard Specialized FD Vanguard Real Estate Mutual Fund/Equity N/R | Mutual Funds | — | — | $346K | 0.4% | |
| Vanguard FTSE Social Index Fund Admiral Mutual Fund/Equity N/R | Common Collective Trusts | — | — | $233K | 0.3% | |
| American Century Inflation Adjs Bond R5 Mutual Fund/Equity N/R | Other securities | — | — | $219K | 0.3% | |
| Vanguard International Growth Adm Mutual Fund/Equity N/R | Mutual Funds | — | — | $219K | 0.3% | |
| Vanguard Total Intl BD IDX Admiral Mutual Fund/Fixed Income N/R | Common Collective Trusts | — | — | $203K | 0.2% | |
| Fidelity Emerg Mkts Index FD Inst Pre Mutual Fund/Equity N/R | Mutual Funds | — | — | $94K | 0.1% | |
| American Century Infl-Adj Bond Instl Mutual Fund/Fixed Income N/R | Other securities | — | — | $55K | <0.1% | |
| Cohen & Steers Global Infrastructure I Mutual Fund/Equity N/R | Other securities | — | — | $38K | <0.1% | |
| Fidelity Intermediate Treasury Bond Index Mutual Fund/Fixed Income N/R | U.S. Treasuries | — | — | $23K | <0.1% |
