BETH Smith signed UCC Holdco, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UCC Holdco, LLC's EIN is 26-3910825.
Download the official 2024 Form 5500 (PDF) for UCC Holdco, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UCC Holdco, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $16.5M | 16.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $10.3M | 10.4% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $9.1M | 9.2% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $8.1M | 8.1% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $7.2M | 7.3% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $6.1M | 6.2% | |
| Delaware Small Cap Value Fund Class R6 ** - Lord Abbett Lord Abbett High Yield Fund R6 ** - T. Rowe Price T. Rowe Price Blue Chip Growth Fund I Class | Mutual Funds | — | — | $5.3M | 5.3% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $4.8M | 4.8% | |
| CT STABLE GOVT I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 058 | Common Collective Trust | — | — | $3.4M | 3.4% | |
| Fidelity Freedom Index 2005 Fund ** - * Fidelity Freedom Index 2010 Fund | Mutual Funds | — | — | $3.2M | 3.2% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $2.6M | 2.6% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $2.4M | 2.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $2.0M | 2.1% | |
| Fidelity Real Estate Index Fund ** - * Fidelity International Index Fund | Common Collective Trusts | — | — | $2.0M | 2.0% | |
| Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $2.0M | 2.0% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $1.8M | 1.8% | |
| Fidelity Freedom Index Income Fund | Mutual Funds | — | — | $1.8M | 1.8% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $1.6M | 1.6% | |
| Baird Aggregate Bond Fund Class Institutional | Other securities | — | — | $1.5M | 1.5% | |
| Clearbridge Small Cap Growth Fund Class IS | Other securities | — | — | $847K | 0.9% | |
| with various maturities through 2037 | Other securities | — | — | $807K | 0.8% | |
| Hartford Schroders Emerging Markets Equity Fund Class SDR | Other securities | — | — | $695K | 0.7% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $640K | 0.6% | |
| Blackrock Commodity Strategies Portfolio Institutional Shares | Other securities | — | — | $612K | 0.6% | |
| Hartford The Hartford MidCap Fund Class R6 | Other securities | — | — | $586K | 0.6% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $535K | 0.5% | |
| American Funds American Funds EuroPacific Growth Fund Class R-6 | Mutual Funds | — | — | $295K | 0.3% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | Other securities | — | — | $272K | 0.3% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $73K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $19K |
| — |
