Jennifer Terhoeve signed UST Global Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UST Global Inc.'s EIN is 26-1539797.
Download the official 2024 Form 5500 (PDF) for UST Global Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UST Global Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $396K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | 20-8764829 | — | INVESTMENT ADVISORY | $135K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RTM 2045 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $24.2M | 14.3% | |
| T. ROWE PRICE RTM 2050 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $19.1M | 11.2% | |
| T. ROWE PRICE RTM 2040 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $15.6M | 9.2% | |
| Fidelity Adv Growth Opp Z Fund Mutual Fund | Mutual Funds | — | — | $14.3M | 8.4% | |
| T. ROWE PRICE RTM 2035 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $13.4M | 7.9% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $10.3M | 6.0% | |
| T. ROWE PRICE RTM 2055 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $8.9M | 5.3% | |
| T. ROWE PRICE RTM 2030 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $8.0M | 4.7% | |
| T. ROWE PRICE RTM 2025 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $5.6M | 3.3% | |
| Schwab Fundamental US Large Company Index Fund Mutual Fund | Common Collective Trusts | — | — | $5.5M | 3.3% | |
| Gabelli US Treasury MM AAA Fd Mutual Fund | U.S. Treasuries | — | — | $4.2M | 2.5% | |
| Fidelity Mid Cp Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.4M | 2.0% | |
| T ROWE PRICE RTM 2060 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.3M | 2.0% | |
| PIMCO Income Institutional Fund Mutual Fund | Mutual Funds | — | — | $3.2M | 1.9% | |
| Fidelity International Idx Fund Mutual Fund | Common Collective Trusts | — | — | $2.8M | 1.7% | |
| PIONEER BOND FUND TRUST R1 GREAT GRAY TRUST COMPANY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $2.7M | 1.6% | |
| BlackRock Technology Opportunities K Fund Mutual Fund | Other securities | — | — | $2.7M | 1.6% | |
| Lord Abbett Sht Drtn Inc R6 Fund Mutual Fund | Mutual Funds | — | — | $2.7M | 1.6% | |
| Participant Loans Notes Receivable | Participant loans | — | — | $2.6M | 1.6% | |
| PGIM Jennison Intl Opp R6 Fund Mutual Fund | Other securities | — | — | $2.2M | 1.3% | |
| T. ROWE PRICE RTM 2020 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.0% | |
| American Funds Newworld R6 Mutual Fund | Mutual Funds | — | — | $1.6M | 0.9% | |
| Fidelity Sm Cp Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.6M | 0.9% | |
| Undisc Mgrs Behav Value R6 Fund Mutual Fund | Other securities | — | — | $1.5M | 0.9% | |
| JP Morgan Small Cap Growth R6 Fund Mutual Fund | Other securities | — | — | $1.3M | 0.8% | |
| JANUS HEND ENT COLL FD CL III GREAT GRAY TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.7% | |
| Vanguard Energy Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 0.7% | |
| Columbia Select MidCap Value I3 Fund Mutual Fund | Other securities | — | — | $1.1M | 0.7% | |
| T ROWE PRICE RTM 2065 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $974K | 0.6% | |
| Vanguard Consumer Discretionary Index Admiral FundMutual Fund | Mutual Funds | — | — | $851K | 0.5% | |
| Vanguard Consumer Staples Index Admiral Fund Mutual Fund | Mutual Funds | — | — | $518K | 0.3% | |
| Fidelity Advisor Health Care Z Fund Mutual Fund | Mutual Funds | — | — | $452K | 0.3% | |
| T. ROWE PRICE RTM 2010 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $230K | 0.1% | |
| T. ROWE PRICE RTM 2005 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $229K | 0.1% | |
| T. ROWE PRICE RTM 2015 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $211K | 0.1% | |
| Cohen & Steers Real Estate Securities Z Fund Mutual Fund | Other securities | — | — | $115K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
