JILL Wilder signed Upstanding, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Upstanding, LLC's EIN is 33-0644068.
Download the official 2024 Form 5500 (PDF) for Upstanding, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Upstanding, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $34K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $6.4M | 19.6% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.8M | 14.8% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $2.7M | 8.1% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $2.5M | 7.5% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $2.3M | 7.0% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $1.3M | 4.0% | |
| MORGAN STANLEY GROWTH -I | Registered Investment Companies | — | — | $1.2M | 3.8% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $1.1M | 3.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.1M | 3.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $1.0M | 3.1% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $887K | 2.7% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $746K | 2.3% | |
| COL SEL LC VALUE INST 3 | Registered Investment Companies | — | — | $679K | 2.1% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $620K | 1.9% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $550K | 1.7% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $533K | 1.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $527K | 1.6% | |
| VAN GLOBAL EQUITY - INV | Registered Investment Companies | — | — | $496K | 1.5% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $442K | 1.3% | |
| FEDERATED KAUFMANN SMALLCAP R6 | Registered Investment Companies | — | — | $384K | 1.2% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $312K | 1.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $279K | 0.9% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $244K | 0.7% | |
| MACQUARIEDIVERSIFIED INCOME R6 | Registered Investment Companies | — | — | $209K | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $204K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $171K | 0.5% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $143K | 0.4% | |
| HARTFORD STRAT INC FUND R6 | Registered Investment Companies | — | — | $141K | 0.4% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $135K | 0.4% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $108K | 0.3% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $101K | 0.3% | |
| AQR RISK-BALANCED COMMODITIES | Registered Investment Companies | — | — | $93K | 0.3% | |
| PIM LNG TRM REAL RETURN - INST | Registered Investment Companies | — | — | $73K | 0.2% | |
| JAN HEND GL LIVE SCI N | Registered Investment Companies | — | — | $48K | 0.1% | |
| HARTFORD SCH INTL MULT CAP SDR | Registered Investment Companies | — | — | $42K | 0.1% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $42K |
| — |
