Bob Norman signed Eppstein UHEN Architects, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eppstein UHEN Architects, Inc.'s EIN is 39-1370336.
Download the official 2024 Form 5500 (PDF) for Eppstein UHEN Architects, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eppstein UHEN Architects, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANNEX WEALTH MANAGEMENT | 68-0524298 | — | NONE | $52K | — |
| MATRIX TRUST COMPANY | 75-3182674 |
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 | |||||
|---|---|---|---|---|---|---|
| American Century Ultra Fund Class R6 Mutual Funds | Other securities | — | — | $6.5M | 12.8% | |
| Vanguard Total Stock Market Index Fund Mutual Funds | Common Collective Trusts | — | — | $3.2M | 6.3% | |
| State St Target Retirement 2050 Fund Mutual Funds | Other securities | — | — | $3.1M | 6.2% | |
| Dodge & Cox Stock CL i Mutual Funds | Mutual Funds | — | — | $3.1M | 6.1% | |
| State St Target Retirement 2030 Fund Mutual Funds | Other securities | — | — | $2.9M | 5.8% | |
| State St Target Retirement 2045 Fund Mutual Funds | Other securities | — | — | $2.8M | 5.6% | |
| State St Target Retirement 2035 Fund Mutual Funds | Other securities | — | — | $2.5M | 5.0% | |
| State St Target Retirement 2055 Fund Mutual Funds | Other securities | — | — | $2.3M | 4.6% | |
| Vanguard Balanced Index Admin Mutual Funds | Mutual Funds | — | — | $2.0M | 3.9% | |
| State St Target Retirement 2040 Fund Mutual Funds | Other securities | — | — | $2.0M | 3.9% | |
| Vanguard Total Bond Market Index Fund Mutual Funds | Common Collective Trusts | — | — | $1.9M | 3.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.7M | 3.3% | |
| PIMCO Income Fund Mutual Funds | Mutual Funds | — | — | $1.6M | 3.2% | |
| Vanguard Mid Cap Value Index Fund Adm Mutual Funds | Common Collective Trusts | — | — | $1.3M | 2.6% | |
| State St Target Retirement Income Fund Mutual Funds | Other securities | — | — | $1.3M | 2.6% | |
| Vanguard Total International Stock Index Fund Mutual Funds | Common Collective Trusts | — | — | $1.3M | 2.5% | |
| Vanguard Mid Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $1.3M | 2.5% | |
| Vanguard Small Cap Index Adm Mutual Funds | Mutual Funds | — | — | $1.3M | 2.5% | |
| MFS International Growth Fund R6 Mutual Funds | Mutual Funds | — | — | $1.2M | 2.4% | |
| State St Target Retirement 2060 Fund Mutual Funds | Other securities | — | — | $1.1M | 2.1% | |
| DFA US Targets Value I Mutual Funds | Mutual Funds | — | — | $1.1M | 2.1% | |
| PGIM Jennison Mid-Cap Growth CI R6 Mutual Funds | Other securities | — | — | $962K | 1.9% | |
| Investments Allspring Core Plus Bond Fund R6 Mutual Funds | Other securities | — | — | $787K | 1.5% | |
| Dodge & Cox International Stock Cl I Mutual Funds | Mutual Funds | — | — | $675K | 1.3% | |
| State St Target Retirement 2020 Fund Mutual Funds | Other securities | — | — | $656K | 1.3% | |
| American Century Small Cap Growth Mutual Funds | Other securities | — | — | $581K | 1.1% | |
| State St Target Retirement 2025 Fund Mutual Funds | Other securities | — | — | $474K | 0.9% | |
| DFA Real Estate Securities I Mutual Funds | Mutual Funds | — | — | $355K | 0.7% | |
| American Century New World R6 Mutual Funds | Other securities | — | — | $321K | 0.6% | |
| Artisan High Income Investor Mutual Funds | Other securities | — | — | $288K | 0.6% | |
| PIMCO Commodity Real Return Strategy Fund Mutual Funds | Mutual Funds | — | — | $117K | 0.2% | |
| Participant loans through 2029 $0 | Participant loans | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
