ANIL Thakady signed Union Joints LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Union Joints LLC's EIN is 45-4376515.
Download the official 2024 Form 5500 (PDF) for Union Joints LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Union Joints LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $43K | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $4K | — |
| Name | EIN | Location |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT Z30 PRINCIPAL GLBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.5M | 26.7% | |
| PRIN LIFETIME HYB 2040 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.4M | 15.1% | |
| PRIN LIFETIME HYB 2045 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 12.4% | |
| PRIN LIFETIME HYB 2035 CIT Z30 PRINCIPAL GLBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.0M | 10.8% | |
| PRIN LIFETIME HYB 2050 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $823K | 8.8% | |
| PRIN LIFETIME HYB 2060 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $469K | 5.0% | |
| PRIN LIFETIME HYB 2055 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $447K | 4.8% | |
| Principal Funds Inc Registered Investment Company | Common Stocks | — | — | $434K | 4.7% | |
| Participant Loans Interest Rate Range 4.25% to 9.50% $0 | Bonds / Notes | — | — | $176K | 1.9% | |
| BlackRock Registered Investment Company | Common Stocks | — | — | $166K | 1.8% | |
| The American Funds Registered Investment Company | Mutual Funds | — | — | $148K | 1.6% | |
| Loomis Sayles Registered Investment Company | Common Stocks | — | — | $82K | 0.9% | |
| Franklin Templeton Investments Registered Investment Company | Mutual Funds | — | — | $66K | 0.7% | |
| American Funds Service Company Registered Investment Company | Mutual Funds | — | — | $57K | 0.6% | |
| Principal Funds Inc PRIN MIDCAP S&P 400 IDX R3 FD Registered Investment Company | Common Collective Trusts | — | — | $57K | 0.6% | |
| Principal Funds Inc Prin Smcap S&P 600 Idx R3 Fund Registered Investment Company | Common Collective Trusts | — | — | $52K | 0.6% | |
| Federated Securities Corporation Registered Investment Company | Common Stocks | — | — | $44K | 0.5% | |
| Fidelity Investments Registered Investment Company | Mutual Funds | — | — | $42K | 0.4% | |
| Principal Funds Inc Prin Real Estate Secs R3 Fund Registered Investment Company | Common Stocks | — | — | $38K | 0.4% | |
| JP Morgan Funds Registered Investment Company | Common Stocks | — | — | $33K | 0.4% | |
| Alliance Bernstein Registered Investment Company $461 Alliance Bernstein Registered Investment Company | Common Stocks | — | — | $26K | 0.3% | |
| Hartford Mutual Funds Registered Investment Company | Common Stocks | — | — | $26K | 0.3% | |
| PRIN LIFETIME HYB 2065 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $19K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $17K | 0.2% | |
| Principal Funds Inc Principal Bond Mkt Index R3 Fd Registered Investment Company | Common Stocks | — | — | $17K | 0.2% | |
| PRIN LIFETEIME HYB 2020 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $8K | <0.1% | |
| American Funds Service Company Registered Investment Company | Mutual Funds | — | — | $7K | <0.1% | |
| Allianz Global Virtus Nfj Mid-Cap Val I Fd Registered Investment Company | Common Stocks | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYB INC CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $926 | <0.1% | |
| PRIN LIFETIME HYB 2025 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $339 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $4K | — |
| STIFEL NICOLAUS & CO INC | 43-0538770 | ST. LOUIS, MO | RIA | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT ADVANTAGE | 38-3254950 | AUBURN HILLS, MI | TPA | $4K | — |
