Jennifer Otto signed Unity Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unity Bank's EIN is 39-0532570.
Download the official 2024 Form 5500 (PDF) for Unity Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unity Bank'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fd | Common Collective Trusts | — | $0 | $785K | 9.5% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $542K | 6.6% | |
| Schwab Fmdl US Sml Co Index Fd | Mutual Funds | — | $0 | $542K | 6.6% | |
| Calvert US LC Cr Rsp Idx R6 Fd | Common Collective Trusts | — | $0 | $472K | 5.7% | |
| Vanguard Value Index Adm Fund | Mutual Funds | — | $0 | $421K | 5.1% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | $0 | $421K | 5.1% | |
| Calvert Small Cap I Fund | Other securities | — | $0 | $313K | 3.8% | |
| Fid LC Gr Index Fund | Common Collective Trusts | — | $0 | $295K | 3.6% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $268K | 3.2% | |
| BNYM Global Fixed-Income Y Fd | Other securities | — | $0 | $267K | 3.2% | |
| Dodge & Cox Stock X Fund | Mutual Funds | — | $0 | $266K | 3.2% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $260K | 3.1% | |
| Am Fnds Cap Inc Builder R6 Fd | Registered Investment Companies | — | $0 | $259K | 3.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $256K | 3.1% | |
| NUVEEN LIFECYCL INDEX 2025 R6 | Mutual Funds | — | $0 | $256K | 3.1% | |
| Prin Capital Appr SA-Z | Common Stocks | — | $0 | $245K | 3.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $245K | 3.0% | |
| Nuveen Lifecycl Index 2055 R6 | Mutual Funds | — | $0 | $244K | 3.0% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | $0 | $218K | 2.6% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $218K | 2.6% | |
| PGIM High Yield R6 Fund | Other securities | — | $0 | $186K | 2.2% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | $0 | $183K | 2.2% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | $0 | $183K | 2.2% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | $0 | $181K | 2.2% | |
| Principal Overseas Sep Acct-Z | Pooled Separate Accounts | — | $0 | $147K | 1.8% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | $0 | $139K | 1.7% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $136K | 1.7% | |
| Nuveen Lifecycl Index 2065 R6 | Mutual Funds | — | $0 | $136K | 1.7% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $104K | 1.3% | |
| Participant Loans | Participant loans | — | $0 | $104K | 1.3% | |
| Nuveen Lifecycl Index 2040 R6 | Mutual Funds | — | $0 | $32K | 0.4% | |
| FIDELITY INTMD TR BD INDEX FD | Mutual Funds | — | $0 | $11K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $11K | 0.1% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $11K | 0.1% | |
| Nuveen Lifecycl Index 2030 R6 | Mutual Funds | — | $0 | $11K | 0.1% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | $0 | $8K | 0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z | Pooled Separate Accounts | — | $0 | $8K | <0.1% | |
| MFS Mass Inv Growth Stk R6 Fd | Mutual Funds | — | $0 | $2K | <0.1% |
