Joe Storsin signed Utility Pipeline, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Utility Pipeline, Ltd.'s EIN is 34-1793154.
Download the official 2024 Form 5500 (PDF) for Utility Pipeline, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Utility Pipeline, Ltd.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $26K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $1.9M | 16.9% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.7M | 14.4% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $630K | 5.5% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $610K | 5.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $573K | 5.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $441K | 3.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $405K | 3.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $372K | 3.2% | |
| GOLDMAN SACHS MCV R6 | Registered Investment Companies | — | — | $354K | 3.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $332K | 2.9% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $325K | 2.8% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $323K | 2.8% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $316K | 2.8% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $309K | 2.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $276K | 2.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $261K | 2.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $251K | 2.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $235K | 2.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $232K | 2.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $218K | 1.9% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $217K | 1.9% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $167K | 1.5% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $164K | 1.4% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $146K | 1.3% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $118K | 1.0% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $107K | 0.9% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $81K | 0.7% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $71K | 0.6% | |
| FULLERTHALER BEHAVE SMCP EQ R6 | Registered Investment Companies | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $22K |
| — |
