Penny Grubbs signed Georg UTZ's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Georg UTZ's EIN is 30-0153086.
Download the official 2024 Form 5500 (PDF) for Georg UTZ from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Georg UTZ'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.7M | 24.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.1M | 15.5% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $847K | 12.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $470K | 6.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $463K | 6.6% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $292K | 4.2% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $269K | 3.9% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $204K | 2.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $193K | 2.8% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $161K | 2.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $151K | 2.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $145K | 2.1% | |
| COLUMBIA CONTRARIAN CORE - I3 | Registered Investment Companies | — | — | $121K | 1.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $116K | 1.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $113K | 1.6% | |
| PRN SM CP S&P 600 IND INST | Registered Investment Companies | — | — | $106K | 1.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $104K | 1.5% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $83K | 1.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $83K | 1.2% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $29K | 0.4% | |
| PRINCIPAL MC S&P 400 IDX I | Registered Investment Companies | — | — | $29K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
