Ronald Fetzer signed Ubiquity Global Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ubiquity Global Services, Inc.'s EIN is 45-5381591.
Download the official 2024 Form 5500 (PDF) for Ubiquity Global Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ubiquity Global Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 13-3646501 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | RIA | $9K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2050 JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $409K | 18.5% | |
| BLACKROCK LIFEPATH INDEX 2045 JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $393K | 17.8% | |
| BLACKROCK LIFEPATH INDEX 2030 JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $269K | 12.2% | |
| BLACKROCK LIFEPATH INDEX 2040 JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $253K | 11.5% | |
| BLACKROCK LIFEPATH INDEX 2035 JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $216K | 9.8% | |
| BLACKROCK LIFEPATH INDEX 2055 JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $156K | 7.0% | |
| John Hancock VS BLUCP | Other securities | — | — | $146K | 6.6% | |
| BLUE CHIP GROWTH FUND JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $146K | 6.6% | |
| BLACKROCK LIFEPATH INDEX 2060 JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $64K | 2.9% | |
| JOHN HANCOCK DISCIPLINED VALUE JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $56K | 2.5% | |
| Wells Fargo WELLS FAR | Other securities | — | — | $44K | 2.0% | |
| ALLSPRING SMALL COMPANY GROWTH JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $44K | 2.0% | |
| BLACKROCK LIFEPATH INDEX 2065 JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $40K | 1.8% | |
| AMERICAN FUNDS EUROPAC GROWTH JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $34K | 1.5% | |
| Vanguard VAN EIF | Mutual Funds | — | — | $28K | 1.3% | |
| VANGUARD EQUITY-INCOME FUND JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $28K | 1.3% | |
| Notes receivable from participants Interest rates from 6.50% to 9.50% | Bonds / Notes | — | — | $25K | 1.1% | |
| MFS MID CAP GROWTH FUND JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $19K | 0.9% | |
| AMERICAN FUNDS AMCAP FUND JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $13K | 0.6% | |
| BLACKROCK LIFEPATH INDEX 2025 JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $10K | 0.5% | |
| Allspring WELLS SSCV | Other securities | — | — | $10K | 0.5% | |
| ALLSPRING SPECIAL SCAP VALUE JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $10K | 0.5% | |
| BLACKROCK LIFEPATH INDEX RET JH LIFE INSURANCE CO OF NY · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $9K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
