LISA Schoenhaus signed ARUP US, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ARUP US, Inc.'s EIN is 36-2711213.
Download the official 2024 Form 5500 (PDF) for ARUP US, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ARUP US, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | CONSULTANT | $37K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Growth Co Fund Common Collective Trust | Common Collective Trusts | — | — | $118.8M | 16.4% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $118.8M | 16.4% | |
| Fidelity 500 Index Investor Class Fund Mutual Fund | Common Collective Trusts | — | — | $81.6M | 11.3% | |
| Fidelity OTC Fund Mutual Fund | Mutual Funds | — | — | $50.6M | 7.0% | |
| Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $45.6M | 6.3% | |
| T. Rowe Price Retirement I 2040 Fund I Common Collective Trust | Common Collective Trusts | — | — | $41.0M | 5.7% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $41.0M | 5.7% | |
| T. Rowe Price Retirement I 2050 Fund I Common Collective Trust | Common Collective Trusts | — | — | $38.8M | 5.4% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $38.8M | 5.4% | |
| T. Rowe Price Retirement I 2030 Fund I Common Collective Trust | Common Collective Trusts | — | — | $38.0M | 5.3% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $38.0M | 5.3% | |
| T. Rowe Price Retirement I 2055 Fund I Common Collective Trust | Common Collective Trusts | — | — | $36.0M | 5.0% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $36.0M | 5.0% | |
| T. Rowe Price Retirement I 2045 Fund I Common Collective Trust | Common Collective Trusts | — | — | $30.7M | 4.2% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $30.7M | 4.2% | |
| T. Rowe Price Retirement I 2060 Fund I Common Collective Trust | Common Collective Trusts | — | — | $29.1M | 4.0% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $29.1M | 4.0% | |
| Vanguard Equity Income Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $23.9M | 3.3% | |
| T. Rowe Price Retirement I 2035 Fund I Common Collective Trust | Common Collective Trusts | — | — | $23.1M | 3.2% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $23.1M | 3.2% | |
| Fidelity Low Priced Stock Fund Mutual Fund | Mutual Funds | — | — | $23.1M | 3.2% | |
| Fidelity Government Money Market Fund Money Market Fund ** $ | Mutual Funds | — | — | $22.5M | 3.1% | |
| Fidelity Diversified International Fund Mutual Fund | Mutual Funds | — | — | $20.8M | 2.9% | |
| Parnassus Endeavor Fund Institutional Shares Mutual Fund | Other securities | — | — | $16.0M | 2.2% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $14.7M | 2.0% | |
| Goldman Sachs Small/Mid Cap Growth Mutual Fund | Other securities | — | — | $12.8M | 1.8% | |
| T. Rowe Price Retirement I 2025 Fund I Common Collective Trust | Common Collective Trusts | — | — | $10.4M | 1.4% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $10.4M | 1.4% | |
| DFA U.S Small Cap Portfolio Institutional Class Mutual Fund | Mutual Funds | — | — | $8.8M | 1.2% | |
| T. Rowe Price Retirement I 2020 Fund I Common Collective Trust | Common Collective Trusts | — | — | $8.5M | 1.2% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $8.5M | 1.2% | |
| GG FAM CORE PL FI U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275326 / PN 001 | Common Collective Trust | — | — | $6.3M | 0.9% | |
| J H ENTERPRISE U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $5.9M | 0.8% | |
| T. Rowe Price Retirement I 2065 Fund I Common Collective Trust | Common Collective Trusts | — | — | $4.1M | 0.6% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $4.1M | 0.6% | |
| DFA Emerging Markets Core Equity Portfolio Institutional Class Mutual Fund | Mutual Funds | — | — | $3.9M | 0.5% | |
| Participant loans with maturities through 2034 $ - | Participant loans | — | — | $2.8M | 0.4% | |
| T. Rowe Price Retirement I 2005 Fund I Common Collective Trust | Common Collective Trusts | — | — | $2.2M | 0.3% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.3% | |
| PIF Real Est Sec R6 Mutual Fund | Other securities | — | — | $1.8M | 0.2% | |
| T. Rowe Price Retirement I 2010 Fund I Common Collective Trust | Common Collective Trusts | — | — | $1.4M | 0.2% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.2% | |
| T. Rowe Price Retirement I 2015 Fund I Common Collective Trust | Common Collective Trusts | — | — | $209K | <0.1% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $209K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
