Katie Wolfe signed Usalco, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Usalco, LLC's EIN is 27-1125234.
Download the official 2024 Form 5500 (PDF) for Usalco, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Usalco, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GG TRP RD 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $8.0M | 15.6% | |
| GG TRP RD 2030 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $7.2M | 14.0% | |
| GG TRP RD 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $6.4M | 12.5% | |
| GG TRP RD 2040 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $6.1M | 12.0% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.5M | 6.9% | |
| GG TRP RD 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $2.8M | 5.4% | |
| JPMorgan Large Cap Growth Fund Class Mutual Fund | Other securities | — | — | $2.7M | 5.2% | |
| GG TRP RD 2050 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $2.4M | 4.7% | |
| Sterling Capital Equity Income Fund Mutual Fund | Other securities | — | — | $1.6M | 3.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.5M | 3.0% | |
| GG TRP RD 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.8% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | Other securities | — | — | $1.1M | 2.1% | |
| Participant Loans Receivables from participants with varying maturity dates through November 2033 bearing interest at 4.25% to 9.50% per annum | Bonds / Notes | — | — | $975K | 1.9% | |
| GG TRP RD 2060 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $927K | 1.8% | |
| GG TRP RD 2020 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $764K | 1.5% | |
| GG TRP RD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $565K | 1.1% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | Other securities | — | — | $309K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $288K | 0.6% | |
| Dodge & Cox International Stock Fund Mutual Fund | Mutual Funds | — | — | $235K | 0.5% | |
| BlackRock High Yield Bond Portfolio Class Mutual Fund | Other securities | — | — | $201K | 0.4% | |
| Pioneer Bond Fund Mutual Fund | Other securities | — | — | $165K | 0.3% | |
| iShares MSCI EAFE International Index Fund Mutual Fund | Common Collective Trusts | — | — | $141K | 0.3% | |
| Vanguard International Growth Fund Mutual Fund | Mutual Funds | — | — | $116K | 0.2% | |
| Fidelity Government Money Market Money Market 27 JPMorgan Income Fund Mutual Fund | Mutual Funds | — | — | $95K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Mutual Fund | Common Stocks | — | — | $86K | 0.2% | |
| Calamos Evolving World Growth Fund Mutual Fund | Other securities | — | — | $83K | 0.2% | |
| Carillon Eagle Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $61K | 0.1% | |
| iShares U.S. Aggregate Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $61K | 0.1% | |
| MFS New Discovery Fund Mutual Fund | Mutual Funds | — | — | $25K | <0.1% | |
| GG TRP RD 2015 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% | |
| iShares Developed Real Estate Index Fund Institutional Shares Mutual Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| GG TRP RD 2005 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $149 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
