Bradley Warner signed United Producers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Producers, Inc.'s EIN is 31-4284535.
Download the official 2024 Form 5500 (PDF) for United Producers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Producers, Inc.'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 | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 31-1440043 | — | ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund Mutual fund | Mutual Funds | — | — | $3.2M | 21.5% | |
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $2.1M | 14.5% | |
| Fidelity Balanced Fund Mutual fund | Mutual Funds | — | — | $1.4M | 9.7% | |
| Fidelity Total Bond Fund Mutual fund | Mutual Funds | — | — | $1.2M | 8.5% | |
| Fidelity Freedom Blend 2025 Fund Mutual fund | Mutual Funds | — | — | $1.1M | 7.6% | |
| JPMorgan Equity Income Fund Mutual fund | Other securities | — | — | $1.0M | 6.9% | |
| Hartford International Opportunities Fund Class R5 Mutual fund | Other securities | — | — | $791K | 5.4% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $720K | 4.9% | |
| Vanguard Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $473K | 3.2% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $371K | 2.5% | |
| Vanguard Small-Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $301K | 2.1% | |
| American Funds New World Fund Mutual fund | Mutual Funds | — | — | $251K | 1.7% | |
| Fidelity Small Cap Growth Fund Mutual fund | Mutual Funds | — | — | $188K | 1.3% | |
| Fidelity Government Money Market Fund Money market fund | Mutual Funds | — | — | $174K | 1.2% | |
| Vanguard Real Estate Index Fund Mutual fund | Common Collective Trusts | — | — | $150K | 1.0% | |
| Fidelity Capital & Income Fund Mutual fund | Mutual Funds | — | — | $143K | 1.0% | |
| Fidelity Freedom Blend 2045 Fund Mutual fund | Mutual Funds | — | — | $128K | 0.9% | |
| Vanguard Wellesley Income Fund Mutual fund | Mutual Funds | — | — | $125K | 0.9% | |
| Vanguard Small Cap Value Index Fund Mutual fund | Common Collective Trusts | — | — | $119K | 0.8% | |
| Fidelity Freedom Blend 2065 Fund Mutual fund | Mutual Funds | — | — | $83K | 0.6% | |
| Fidelity Freedom Blend 2040 Fund Mutual fund | Mutual Funds | — | — | $79K | 0.5% | |
| PIMCO International Bond Fund Mutual fund | Mutual Funds | — | — | $78K | 0.5% | |
| Participant loans Maturity dates from 2025 to 2029 Interest rates ranging from 5.00% to 9.50% -0- | Bonds / Notes | — | — | $75K | 0.5% | |
| Fidelity Freedom Blend 2060 Fund Mutual fund | Mutual Funds | — | — | $67K | 0.5% | |
| Fidelity Freedom Blend 2030 Fund Mutual fund | Mutual Funds | — | — | $61K | 0.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $59K | 0.4% | |
| Fidelity Freedom Blend 2050 Fund Mutual fund | Mutual Funds | — | — | $46K | 0.3% | |
| Fidelity Freedom Blend 2015 Fund Mutual fund ** 673 * Fidelity Freedom Blend 2020 Fund Mutual fund | Mutual Funds | — | — | $42K | 0.3% | |
| Fidelity Freedom Blend 2055 Fund Mutual fund | Mutual Funds | — | — | $35K | 0.2% | |
| Fidelity Freedom Blend 2035 Fund Mutual fund | Mutual Funds | — | — | $15K | 0.1% | |
| Fidelity Freedom Blend 2070 Fund Mutual fund ** 547 * Fidelity Freedom Blend Income Fund Mutual fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Freedom Blend 2010 Fund Mutual fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
