Amber Balous signed Unifrax I LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unifrax I LLC's EIN is 34-1535916.
Download the official 2024 Form 5500 (PDF) for Unifrax I LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-1520346 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Long-Term Treasury Index Fund Admiral | Common Collective Trusts | — | $7.7M | $7.0M | 51.9% | |
| Fidelity 500 Index Fund Class AI | Common Collective Trusts | — | $1.2M | $1.7M | 12.6% | |
| Vanguard Long-Term Investment Grade Fund Admiral | Mutual Funds | — | $1.4M | $1.3M | 9.5% | |
| MFS International Equity Fund | Mutual Funds | — | $516K | $556K | 4.1% | |
| Dodge & Cox Dodge & Cox International Stock Fund | Mutual Funds | — | $514K | $555K | 4.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $399K | $505K | 3.7% | |
| Principal Diversified Real Asset Fund R6 | Other securities | — | $387K | $392K | 2.9% | |
| ARGA Emerging Markets Value Fund Instl | Other securities | — | $247K | $270K | 2.0% | |
| GQG Partners GQG Partners Emerging Markets Equity Fund R6 | Other securities | — | $215K | $261K | 1.9% | |
| Hotchkis & Wiley Hotchkis & Wiley Small Cap Diversified Value Fund I | Other securities | — | $147K | $157K | 1.2% | |
| Conestoga Small Cap Fund Institutional | Other securities | — | $131K | $157K | 1.2% | |
| Allspring Government Money Market Fund | Cash / Money Market | — | $120K | $120K | 0.9% |
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 |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | NONE | $16K | — |
| BPAS ACTUARIAL & PENSION SERVICES | 30-0192194 | — | NONE | $6K | — |
