Kathleen HAYS signed Unigroup C.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unigroup C.A.'s EIN is 43-0561790.
Download the official 2024 Form 5500 (PDF) for Unigroup C.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unigroup C.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $28K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP Blue Chip Growth Mutual fund | Other securities | — | — | $19.4M | 16.3% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $15.1M | 12.7% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $9.4M | 7.8% | |
| Fidelity Freedom 2030 K Mutual fund | Mutual Funds | — | — | $8.7M | 7.3% | |
| Fidelity Freedom 2025 K Mutual fund | Mutual Funds | — | — | $7.4M | 6.2% | |
| Fidelity Managed Income Portfolio II Collective trust fund | Common Collective Trusts | — | — | $6.9M | 5.8% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $6.5M | 5.4% | |
| Brokeragelink Personal choice retirement account | Self-Directed Brokerage | — | — | $5.0M | 4.2% | |
| Putnam Large Cap Value R6 Mutual fund | Mutual Funds | — | — | $4.6M | 3.9% | |
| Fidelity Freedom 2035 K Mutual fund | Mutual Funds | — | — | $4.2M | 3.5% | |
| Fidelity Total International Index Mutual fund | Mutual Funds | — | — | $3.8M | 3.2% | |
| Fidelity Freedom 2040 K Mutual fund | Mutual Funds | — | — | $3.6M | 3.0% | |
| Fidelity Freedom 2045 K Mutual fund | Mutual Funds | — | — | $3.0M | 2.5% | |
| Fidelity Freedom 2050 K Mutual fund | Mutual Funds | — | — | $2.9M | 2.4% | |
| Fidelity US Bond Index Mutual fund | Mutual Funds | — | — | $2.8M | 2.4% | |
| Baird Core Plus Inst Mutual fund | Other securities | — | — | $2.8M | 2.3% | |
| Fidelity Freedom 2020 K Mutual fund | Mutual Funds | — | — | $2.7M | 2.2% | |
| Allspring Special Small Cap Value R6 Mutual fund | Other securities | — | — | $2.4M | 2.0% | |
| Janus Henderson Venture I Mutual fund | Mutual Funds | — | — | $2.1M | 1.8% | |
| Janus Henderson Enterprise N Mutual fund | Mutual Funds | — | — | $2.1M | 1.8% | |
| Fidelity Freedom 2055 K Mutual fund | Mutual Funds | — | — | $2.0M | 1.6% | |
| Dodge and Cox International Stk Mutual fund | Mutual Funds | — | — | $1.6M | 1.3% | |
| with amounts payable through December * Notes receivable from participants 2033. - | Other securities | — | — | $1.2M | 1.0% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $1.1M | 0.9% | |
| Fidelity Freedom 2015 K Mutual fund | Mutual Funds | — | — | $1.1M | 0.9% | |
| Fidelity Freedom 2060 K Mutual fund | Mutual Funds | — | — | $871K | 0.7% | |
| Harding Loevner International Equity Inst Mutual fund | Other securities | — | — | $759K | 0.6% | |
| Fidelity Freedom Income K Mutual fund | Mutual Funds | — | — | $722K | 0.6% | |
| Fidelity Value K Mutual fund | Mutual Funds | — | — | $494K | 0.4% | |
| Fidelity Freedom 2010 K Mutual fund | Mutual Funds | — | — | $486K | 0.4% | |
| Fidelity Government Money Market Interest bearing cash | Mutual Funds | — | — | $316K | 0.3% | |
| Fidelity Freedom 2065 K Mutual fund | Mutual Funds | — | — | $181K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HONKAMP, P.C. | 42-0946155 | — | ACCOUNTANT/AUDITOR | $28K | — |
