Paul Lindstrom signed USTC United States Technologies Communications Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
USTC United States Technologies Communications Corp.'s EIN is 30-0943214.
Download the official 2024 Form 5500 (PDF) for USTC United States Technologies Communications Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)USTC United States Technologies Communications Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | Common Collective Trusts | — | — | $3.9M | 18.4% | |
| State Street Target Retirement 2030 Common Collective Trust | Common Collective Trusts | — | — | $1.9M | 9.2% | |
| SS TRGT RET 2030 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $1.9M | 9.2% | |
| JP Morgan Large Cap Growth Registered Investment Company | Common Stocks | — | — | $1.9M | 8.8% | |
| State Street Target Retirement 2040 Common Collective Trust | Common Collective Trusts | — | — | $1.8M | 8.5% | |
| SS TRGT RET 2040 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $1.8M | 8.5% | |
| American Funds Balanced Registered Investment Company | Mutual Funds | — | — | $1.7M | 8.1% | |
| State Street Target Retirement 2025 Common Collective Trust | Common Collective Trusts | — | — | $1.4M | 6.8% | |
| SS TRGT RET 2025 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $1.4M | 6.8% | |
| State Street Target Retirement 2050 Common Collective Trust | Common Collective Trusts | — | — | $1.2M | 5.6% | |
| SS TRGT RET 2050 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $1.2M | 5.6% | |
| T. Rowe Price Stable Value Fund Common Collective Trust | Stable Value | — | — | $1.0M | 4.8% | |
| GG TRP STABLE VAL S GREAT GRAY TRUST COMPANY · EIN 86-1182766 / PN 655 | Common Collective Trust | — | — | $1.0M | 4.8% | |
| State Street Target Retirement 2035 Common Collective Trust | Common Collective Trusts | — | — | $828K | 3.9% | |
| SS TRGT RET 2035 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $828K | 3.9% | |
| Fidelity International Index Registered Investment Company | Mutual Funds | — | — | $668K | 3.2% | |
| Fidelity Small Cap Index Registered Investment Company | Mutual Funds | — | — | $490K | 2.3% | |
| Fidelity Mid Cap Index Registered Investment Company | Mutual Funds | — | — | $482K | 2.3% | |
| Mass Mutual Total Return Bond Registered Investment Company | Common Stocks | — | — | $447K | 2.1% | |
| State Street Target Retirement 2045 Common Collective Trust | Common Collective Trusts | — | — | $446K | 2.1% | |
| SS TRGT RET 2045 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $446K | 2.1% | |
| Fidelity US Bond Index Registered Investment Company | Mutual Funds | — | — | $440K | 2.1% | |
| JP Morgan Equity Income Registered Investment Company | Common Stocks | — | — | $392K | 1.9% | |
| Notes Receivable from Participants Maturity dates from 2025 to 2044 Interest rates from 3.25% - 9.50% - | Bonds / Notes | — | — | $376K | 1.8% | |
| State Street Target Retirement 2055 Common Collective Trust | Common Collective Trusts | — | — | $306K | 1.5% | |
| SS TRGT RET 2055 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $306K | 1.5% | |
| Allspring Special Mid Cap Value CIT Common Collective Trust | Common Collective Trusts | — | — | $232K | 1.1% | |
| AS SPL MD CAP VAL E2 WELLS FARGO BANK, N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $232K | 1.1% | |
| State Street Target Retirement 2060 Common Collective Trust | Common Collective Trusts | — | — | $209K | 1.0% | |
| SS TRGT RET 2060 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $209K | 1.0% | |
| PIMCO Income Registered Investment Company | Mutual Funds | — | — | $190K | 0.9% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $181K | 0.9% | |
| State Street Target Retirement 2020 Common Collective Trust | Common Collective Trusts | — | — | $159K | 0.8% | |
| SS TRGT RET 2020 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $159K | 0.8% | |
| Cohen & Steers Realty Shares Registered Investment Company | Common Stocks | — | — | $124K | 0.6% | |
| JP Morgan Mid Cap Growth Registered Investment Company | Common Stocks | — | — | $89K | 0.4% | |
| State Street Emerging Markets Equity Index Registered Investment Company | Common Collective Trusts | — | — | $74K | 0.3% | |
| PIMCO RAE US Small Cap Registered Investment Company | Mutual Funds | — | — | $65K | 0.3% | |
| State Street Target Retirement 2065 Common Collective Trust | Common Collective Trusts | — | — | $39K | 0.2% | |
| SS TRGT RET 2065 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $39K | 0.2% | |
| State Street Target Retirement Income Common Collective Trust | Common Collective Trusts | — | — | $20K | <0.1% | |
| SS TRGT RET INC M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $20K | <0.1% | |
| Money Market Fund * Fidelity Government Money Market Money Market Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Inflation Protection Bond Index Registered Investment Company | Mutual Funds | — | — | $7K | <0.1% | |
| John Hancock Alternate Asset Registered Investment Company | Common Stocks | — | — | $5K | <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 |
|---|---|---|---|---|---|
| POOLER CPA GROUP, LLC | 82-4354021 | — | ACCOUNTANT/AUDITOR | $12K | — |
