TARA Leverone signed UG2, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UG2, LLC's EIN is 46-1581160.
Download the official 2024 Form 5500 (PDF) for UG2, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UG2, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES | 16-1503696 | — | NONE | $73K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $28.9M | 97.1% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED HERMES SERVICES COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $789K | 2.7% |
