LISA Boggess signed Ultimate Home Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ultimate Home Services' EIN is 26-3323700.
Download the official 2024 Form 5500 (PDF) for Ultimate Home Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ultimate Home Services' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan JPM LG CAP GROWTH R5 N/A | Other securities | — | — | $2.3M | 36.8% | |
| Fidelity FID FDM IDX 2040 IPR N/A | Common Collective Trusts | — | — | $657K | 10.4% | |
| Fidelity FID FDM IDX 2030 IPR N/A | Common Collective Trusts | — | — | $499K | 7.9% | |
| Fidelity FID FDM IDX 2025 IPR N/A | Common Collective Trusts | — | — | $489K | 7.8% | |
| Fidelity FID FDM IDX 2045 IPR N/A | Common Collective Trusts | — | — | $484K | 7.7% | |
| Fidelity FID FDM IDX 2035 IPR N/A | Common Collective Trusts | — | — | $395K | 6.3% | |
| Fidelity FID FDM IDX 2055 IPR N/A | Common Collective Trusts | — | — | $317K | 5.0% | |
| Fidelity FID FDM IDX 2060 IPR N/A | Common Collective Trusts | — | — | $257K | 4.1% | |
| Fidelity FID FDM IDX 2050 IPR N/A | Common Collective Trusts | — | — | $230K | 3.6% | |
| Fidelity FID SMALL CAP GROWTH N/A | Mutual Funds | — | — | $187K | 3.0% | |
| Fidelity FID 500 INDEX N/A | Common Collective Trusts | — | — | $154K | 2.5% | |
| Baron GROWTH INST N/A | Other securities | — | — | $138K | 2.2% | |
| Fidelity FID FDM IDX 2015 IPR N/A | Common Collective Trusts | — | — | $72K | 1.1% | |
| Fidelity FID CONTRAFUND N/A | Mutual Funds | — | — | $29K | 0.5% | |
| Fidelity FID EXTD MKT IDX N/A | Common Collective Trusts | — | — | $19K | 0.3% | |
| Fidelity FID INTL INDEX N/A | Mutual Funds | — | — | $16K | 0.2% | |
| Fidelity FID FDM IDX 2020 IPR N/A | Common Collective Trusts | — | — | $13K | 0.2% | |
| Fidelity FID SM CAP IDX N/A | Common Collective Trusts | — | — | $11K | 0.2% | |
| PIMCO TOT RETURN ADM N/A | Mutual Funds | — | — | $7K | 0.1% | |
| Fidelity FID GOVT MMKT N/A | Mutual Funds | — | — | $3K | <0.1% | |
| John Hancock JH DISCPL VALUE R4 N/A | Other securities | — | — | $2K | <0.1% | |
| Allspring AS SPL SM CAP VAL R6 N/A | Other securities | — | — | $2K | <0.1% | |
| Allspring AS SPL MID CP VAL R6 N/A | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
