Jacalyn L. Berger signed Unity Limited Partnership's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unity Limited Partnership's EIN is 39-1750729.
Download the official 2024 Form 5500 (PDF) for Unity Limited Partnership from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unity Limited Partnership's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $56K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $16.4M | 95.7% |
