QIAN LIU signed Unit21, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unit21, Inc.'s EIN is 35-2634559.
Download the official 2024 Form 5500 (PDF) for Unit21, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unit21, Inc.'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 |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $2.4M | 44.1% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $828K | 15.2% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $499K | 9.2% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $439K | 8.1% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $207K | 3.8% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $177K | 3.2% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $171K | 3.1% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $158K | 2.9% | |
| Vanguard Information Technology Index Fund | Common Collective Trusts | — | — | $142K | 2.6% | |
| Participants | Other securities | — | $0 | $72K | 1.3% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $59K | 1.1% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $52K | 1.0% | |
| Vanguard ST Inflation-Protected Securities Index Fund | Common Collective Trusts | — | — | $51K | 0.9% | |
| Vanguard Cash Reserves Federal Money Market Fund | Mutual Funds | — | — | $46K | 0.8% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $12K | 0.2% | |
| Vanguard FTSE Social Index Fund | Common Collective Trusts | — | — | $9K | 0.2% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $8K | 0.1% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $7K | 0.1% | |
| Vanguard Communication Services Index Fund | Common Collective Trusts | — | — | $7K | 0.1% | |
| Vanguard Health Care Index Fund | Common Collective Trusts | — | — | $6K | 0.1% | |
| Vanguard Energy Index Fund | Common Collective Trusts | — | — | $6K | 0.1% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Vanguard Dividend Appreciation Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $846 | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $415 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
