Jaclyn Pinero signed Uaspire, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Uaspire, Inc.'s EIN is 46-1314848.
Download the official 2023 Form 5500 (PDF) for Uaspire, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Uaspire, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen LfCycle lx 2040 R6 Mutual Fund | Mutual Funds | — | — | $2.1M | 40.6% | |
| Nuveen LfCycle lx 2045 R6 Mutual Fund | Mutual Funds | — | — | $708K | 13.6% | |
| Nuveen LfCycle lx 2055 R6 Mutual Fund | Mutual Funds | — | — | $540K | 10.4% | |
| Nuveen LfCycle lx 2060 R6 Mutual Fund | Mutual Funds | — | — | $457K | 8.8% | |
| Vanguard 500 Idx Adm Mutual Fund | Common Collective Trusts | — | — | $448K | 8.6% | |
| Nuveen LfCycle lx 2050 R6 Mutual Fund | Mutual Funds | — | — | $422K | 8.1% | |
| Nuveen LfCycle lx 2035 R6 Mutual Fund | Mutual Funds | — | — | $94K | 1.8% | |
| AB Large Cap Growth Fund Z Mutual Fund | Other securities | — | — | $87K | 1.7% | |
| MFS International Equity Fund Mutual Fund | Mutual Funds | — | — | $57K | 1.1% | |
| s * Nuveen LfCycle lx 2030 R6 Mutual Fund | Mutual Funds | — | — | $46K | 0.9% | |
| Vanguard Small-Cap Idx Adm Mutual Fund | Common Collective Trusts | — | — | $41K | 0.8% | |
| Nuveen Large Cap Resp Eq R6 Mutual Fund | Mutual Funds | — | — | $39K | 0.7% | |
| Nuveen LfCycle lx 2065 R6 Mutual Fund | Mutual Funds | — | — | $24K | 0.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $22K | 0.4% | |
| Annuity Contract * TIAA Traditional Annuity Non-Benefit Responsive 2 NB2 Non Benefit Responsive | Mutual Funds | — | — | $16K | 0.3% | |
| Goldman Sachs Midcap Growth R6 Mutual Fund | Other securities | — | — | $16K | 0.3% | |
| BlackRock Total Return K Mutual Fund | Other securities | — | — | $15K | 0.3% | |
| Nuveen Real Est Sec Sel R6 Mutual Fund | Mutual Funds | — | — | $10K | 0.2% | |
| JPMorgan US Value - Class R6 Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| MFS Mid Cap Value Class R6 Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
