Julia McGill signed Unison Consulting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unison Consulting, Inc.'s EIN is 36-3648595.
Download the official 2024 Form 5500 (PDF) for Unison Consulting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unison Consulting, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| GG TRP RD 2030 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289834 / PN 001 | Common Collective Trust | $716K | 16.7% |
| GG TRP RD 2005 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289829 / PN 001 | Common Collective Trust | $573K | 13.4% |
| GG TRP RD 2020 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289832 / PN 001 | Common Collective Trust | $518K | 12.1% |
| GG TRP RD 2025 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289833 / PN 001 | Common Collective Trust | $397K | 9.3% |
| GG TRP RD 2045 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289837 / PN 001 | Common Collective Trust | $387K | 9.0% |
| GG TRP RD 2035 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289835 / PN 001 | Common Collective Trust | $376K | 8.8% |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | $283K | 6.6% |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | $257K | 6.0% |
| GG TRP RD 2040 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289836 / PN 001 | Common Collective Trust | $202K | 4.7% |
| GG TRP RD 2055 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289839 / PN 001 | Common Collective Trust | $194K | 4.5% |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | $167K | 3.9% |
| GG TRP RD 2015 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289831 / PN 001 | Common Collective Trust | $108K | 2.5% |
| GG TRP RD 2050 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289838 / PN 001 | Common Collective Trust | $73K | 1.7% |
| GG TRP RD 2060 R1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289840 / PN 001 | Common Collective Trust | $32K | 0.7% |
