LORI Hoersch signed U.S. Venture, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U.S. Venture, Inc.'s EIN is 39-0964014.
Download the official 2024 Form 5500 (PDF) for U.S. Venture, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U.S. Venture, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $351K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS LLC | — | BROOKFIELD, WI | NONE | $77K | — |
| CLIFTON LARSON ALLEN LLP | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $52.2M | 13.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $48.4M | 12.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $37.5M | 9.4% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $36.6M | 9.2% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $29.6M | 7.4% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $26.2M | 6.6% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $24.0M | 6.0% | |
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $20.2M | 5.1% | |
| TRP STABLE VALUE FUND - N T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $16.6M | 4.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $15.4M | 3.9% | |
| T. ROWE PRICE BLUE CHIP GROWTH TR T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $14.3M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $10.0M | 2.5% | |
| T. Rowe T. Rowe Price Value | Other securities | — | — | $8.0M | 2.0% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $6.3M | 1.6% | |
| Participants Participant Loans Rates at 4.25% - 9.50% with Various Maturities - | Bonds / Notes | — | — | $6.2M | 1.6% | |
| Vanguard Explorer | Mutual Funds | — | — | $6.2M | 1.6% | |
| T. ROWE PRICE RETIRE BAL TR F T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.5% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $4.6M | 1.2% | |
| American Beacon American Beacon Small Cap Value | Other securities | — | — | $3.9M | 1.0% | |
| Vanguard Fed Money Market Fund | Mutual Funds | — | — | $3.6M | 0.9% | |
| Allspring Core Bond | Other securities | — | — | $3.0M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.5% | |
| Goldman Sachs Goldman Sachs Emerging Markets | Other securities | — | — | $1.7M | 0.4% | |
| DFA Inflation-Protected Securities | Mutual Funds | — | — | $1.3M | 0.3% | |
| T. Rowe T. Rowe Price Government Money | Other securities | — | — | $1.3M | 0.3% | |
| MFS Emerging Markets Debt | Mutual Funds | — | — | $1.3M | 0.3% | |
| Fidelity Overseas | Mutual Funds | — | — | $1.1M | 0.3% | |
| PIMCO Commodities Plus Strategy Instl | Mutual Funds | — | — | $1.0M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MIDDLETON, WI |
| NONE |
| $76K |
| — |
| FRANCIS LLC | — | BROOKFIELD, WI | NONE | $57K | — |
