James Sharp signed Uncomn, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Uncomn, LLC's EIN is 27-3263809.
Download the official 2024 Form 5500 (PDF) for Uncomn, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Uncomn, LLC'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 | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.1M | 13.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.8M | 11.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.8M | 11.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.7M | 11.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.2M | 8.1% | |
| State Street Global Advisors State St Equity 500 Index | Common Collective Trusts | — | — | $1.2M | 7.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $953K | 6.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $824K | 5.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $470K | 3.1% | |
| Vanguard Vang LifeStrategy Growth Fund | Mutual Funds | — | — | $397K | 2.6% | |
| Principal LifeTime Hybrid Income | Other securities | — | — | $374K | 2.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $374K | 2.4% | |
| Washington Mutual Investors Washington Mutual Investors Fund | Other securities | — | — | $269K | 1.8% | |
| T. Rowe Price T.Rowe Price Dividend Growth | Other securities | — | — | $248K | 1.6% | |
| Amundi US Pioneer Fundamental Growth | Other securities | — | — | $218K | 1.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $217K | 1.4% | |
| Vanguard Small Cap Val Index | Mutual Funds | — | — | $214K | 1.4% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $208K | 1.4% | |
| Vanguard Small Cap Index Admrl | Mutual Funds | — | — | $183K | 1.2% | |
| Pimco PGIM High Yield Fund R6 | Mutual Funds | — | — | $183K | 1.2% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $150K | 1.0% | |
| iShares MSCI Eafe Intl Index | Other securities | — | — | $135K | 0.9% | |
| through November 2029 | Other securities | — | — | $116K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $83K | 0.5% | |
| American Funds Amerfunds Amer Balanced | Mutual Funds | — | — | $74K | 0.5% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $44K | 0.3% | |
| T. Rowe Price T.Rowe Price Overseas Stock | Other securities | — | — | $30K | 0.2% | |
| Dimensional Fund Advisors DFA Commodity Strat Port Inst | Mutual Funds | — | — | $26K | 0.2% | |
| * Principal Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $18K | 0.1% | |
| iShares Russell Midcap Index | Other securities | — | — | $18K | 0.1% | |
| T. Rowe Price T Rowe Price Small Cap Value | Mutual Funds | — | — | $10K | <0.1% | |
| Janus Henderson Janus Henderson Triton Fund | Mutual Funds | — | — | $8K | <0.1% | |
| JP Morgan JP Morgan Equity Income Fund R | Other securities | — | — | $5K | <0.1% | |
| American Funds New World Fund Inc | Mutual Funds | — | — | $5K | <0.1% | |
| American Century AMC Real Estate Fund | Mutual Funds | — | — | $5K | <0.1% | |
| iShares US Aggregate Bond Index | Other securities | — | — | $5K | <0.1% | |
| BlackRock Total Return | Other securities | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $3K | <0.1% | |
| Vanguard Vang LifeStrategy Income Fund | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $737 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
