United Mailing Services, Inc.'s EIN is 39-1668540.
Download the official 2024 Form 5500 (PDF) for United Mailing Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Mailing Services, Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Washington Mutual Investors Fund - Class A Shares | Mutual Funds | — | $1.8M | $2.8M | 36.3% | |
| American Funds The Growth Fund of America - Class A Shares | Mutual Funds | — | $939K | $1.4M | 17.8% | |
| American Funds SMALLCap World Fund - Class A Shares | Mutual Funds | — | $534K | $825K | 10.6% | |
| American Funds EuroPacific Growth Fund - Class A Shares | Mutual Funds | — | $636K | $747K | 9.6% | |
| American Funds Investment Company of America Fund - Class A Shares | Mutual Funds | — | $483K | $717K | 9.2% | |
| American Funds Capital Income Builder Fund - Class A Shares | Mutual Funds | — | $534K | $682K | 8.8% | |
| American Funds EuroPacific Growth Fund - Class R-4 Shares | Mutual Funds | — | $269K | $248K | 3.2% | |
| Allianz Funds Virtus NFJ Small-Cap Value Fund - Class A Shares | Other securities | — | $277K | $234K | 3.0% | |
| Federated Investors Funds Treasury Obligations Fund | Other securities | — | $16K | $16K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
