Unbolt, Inc.'s EIN is 27-4382456.
Download the official 2024 Form 5500 (PDF) for Unbolt, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unbolt, 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST. LOUIS, MO | INVESTMENT ADVISOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Trgt Date Retire R3 | Mutual Funds | — | — | $1.6M | 20.2% | |
| American Funds 2040 Trgt Date Retire R3 | Mutual Funds | — | — | $1.1M | 13.9% | |
| American Funds 2055 Trgt Date Retire R3 | Mutual Funds | — | — | $826K | 10.6% | |
| American Funds 2045 Trgt Date Retire R3 | Mutual Funds | — | — | $715K | 9.2% | |
| American Funds 2035 Trgt Date Retire R3 | Mutual Funds | — | — | $631K | 8.1% | |
| American Funds Us Govt Money Market R3 | Mutual Funds | — | — | $592K | 7.6% | |
| American Funds 2060 Trgt Date Retire R3 | Mutual Funds | — | — | $379K | 4.9% | |
| American Funds 2030 Trgt Date Retire R3 | Mutual Funds | — | — | $345K | 4.4% | |
| American Funds American Hi Inc Tr R3 | Mutual Funds | — | — | $301K | 3.9% | |
| American Funds American Balanced R3 | Mutual Funds | — | — | $277K | 3.6% | |
| American Funds Strategic Bond R3 | Mutual Funds | — | — | $275K | 3.5% | |
| American Funds 2065 Trgt Date Retire R3 | Mutual Funds | — | — | $269K | 3.5% | |
| American Funds 2025 Trgt Date Retire R3 | Mutual Funds | — | — | $151K | 1.9% | |
| American Funds Smallcap World R3 | Mutual Funds | — | — | $71K | 0.9% | |
| American Funds Growth Fund Of Amer R3 | Mutual Funds | — | — | $66K | 0.8% | |
| American Funds Washington Mutual R3 | Mutual Funds | — | — | $59K | 0.8% | |
| Participants Participant Loans Rates 9.00% to 9.50% - | Bonds / Notes | — | — | $18K | 0.2% | |
| American Funds Amcap Fund R3 | Mutual Funds | — | — | $12K | 0.1% | |
| American Funds Capital World G/I R3 | Mutual Funds | — | — | $11K | 0.1% | |
| American Funds International Gr & Inc R3 | Mutual Funds | — | — | $8K | 0.1% | |
| Franklin Dynatech Fund - R | Mutual Funds | — | — | $8K | 0.1% | |
| American Funds Invest Co Of America R3 | Mutual Funds | — | — | $6K | <0.1% | |
| JP Morgan Small Cap Value R2 Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| American Funds New World Fund R3 | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds Inc Fund Of Amer R3 | Mutual Funds | — | — | $3K | <0.1% | |
| JP Morgan Us Equity R2 Mutual Funds 1 | Other securities | — | — | $3K | <0.1% | |
| American Funds 2070 Trgt Date Retire R3 | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds Europacific Gr R3 | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds New Perspective R3 | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| SIKICH LLC | — | CHICAGO, IL | CONTRACT ADMIN | $9K | — |
