UW Provision Company Inc.'s EIN is 39-0985822.
Download the official 2024 Form 5500 (PDF) for UW Provision Company Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UW Provision Company Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| Indirect comp |
|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS INC. | — | MILWAUKEE, WI | CONTRACT ADMIN | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAWKINS ASH CPAS LLP | — | GREEN BAY, WI | AUDITOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT INC. | — | APPLETON, WI | CONTRACT ADMI N | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Smart Retirement 2025 R5 Mutual Fund N/A | Other securities | — | — | $2.1M | 15.4% | |
| Morgan Stanley Self-Directed Brokerage Account N/A | Self-Directed Brokerage | — | — | $1.4M | 10.3% | |
| Partnership interest Self-Directed Brokerage Account N/A | Self-Directed Brokerage | — | — | $1.2M | 8.6% | |
| JP Morgan Smart Retirement 2030 R5 Mutual Fund N/A | Other securities | — | — | $1.1M | 8.1% | |
| JP Morgan Smart Retirement 2040 R5 Mutual Fund N/A | Other securities | — | — | $916K | 6.7% | |
| JP Morgan Smart Retirement 2035 R5 Mutual Fund N/A | Other securities | — | — | $790K | 5.8% | |
| MORLEY STABLE VALUE FUND MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $754K | 5.5% | |
| T. Rowe Price Blue Chip Growth Mutual Fund N/A | Other securities | — | — | $611K | 4.5% | |
| Vanguard 500 Index Admiral Mutual Fund N/A | Common Collective Trusts | — | — | $560K | 4.1% | |
| JP Morgan Smart Retirement 2050 R5 Mutual Fund N/A | Other securities | — | — | $431K | 3.2% | |
| Charles Schwab Self-Directed Brokerage Account N/A | Self-Directed Brokerage | — | — | $338K | 2.5% | |
| PGIM Global Total Return R6 Mutual Fund N/A | Other securities | — | — | $277K | 2.0% | |
| JP Morgan Smart Retirement 2060 Mutual Fund N/A | Other securities | — | — | $238K | 1.8% | |
| JP Morgan Equity Income R6 Mutual Fund N/A | Other securities | — | — | $223K | 1.6% | |
| JP Morgan Smart Retirement 2045 R5 Mutual Fund N/A | Other securities | — | — | $202K | 1.5% | |
| Vanguard Total International Stock Index Admiral Mutual Fund N/A | Mutual Funds | — | — | $197K | 1.5% | |
| Vanguard Wellesley Income Adm Mutual Fund N/A | Mutual Funds | — | — | $179K | 1.3% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund N/A | Common Collective Trusts | — | — | $173K | 1.3% | |
| Western Asset Core Plus Bond Class I Mutual Fund N/A | Other securities | — | — | $160K | 1.2% | |
| JP Morgan Smart Retirement 2020 R5 Mutual Fund N/A | Other securities | — | — | $159K | 1.2% | |
| Self-Directed Brokerage Account N/A | OTHER | — | — | $156K | 1.1% | |
| JP Morgan Smart Retirement 2055 R5 Mutual Fund N/A | Other securities | — | — | $114K | 0.8% | |
| Vanguard Small-Cap Index Fund Admiral Mutual Fund N/A | Common Collective Trusts | — | — | $113K | 0.8% | |
| Vanguard Inflation-Protected Securities Admiral Mutual Fund N/A | Mutual Funds | — | — | $111K | 0.8% | |
| JP Morgan Smart Retirement 2065 Mutual Fund N/A | Other securities | — | — | $106K | 0.8% | |
| T. Rowe Price Integr US Small-Cap Growth Equity Inv. Mutual Fund N/A | Other securities | — | — | $83K | 0.6% | |
| Goldman Sachs Small/Mid Cap Growth Fund Institutional Mutual Fund N/A | Other securities | — | — | $77K | 0.6% | |
| 9.50% - | Bonds / Notes | — | — | $72K | 0.5% | |
| BNY Mellon International Stock Y Mutual Fund N/A | Other securities | — | — | $71K | 0.5% | |
| PIMCO Income Institutional Mutual Fund N/A | Mutual Funds | — | — | $56K | 0.4% | |
| BlackRock High Yield Institutional Mutual Fund N/A | Other securities | — | — | $28K | 0.2% | |
| American Funds New World R6 Mutual Fund N/A | Mutual Funds | — | — | $26K | 0.2% | |
| PGIM Global Real Estate Z Mutual Fund N/A | Other securities | — | — | $21K | 0.2% | |
| Undiscovered Mgrs Behavioral Value L Mutual Fund N/A | Other securities | — | — | $13K | <0.1% | |
| JP Morgan Smart Retirement Income R5 Mutual Fund N/A | Other securities | — | — | $13K | <0.1% | |
| American Century Mid Cap Value R6 Mutual Fund N/A | Other securities | — | — | $8K | <0.1% |
