Unipres Alabama, Inc.'s EIN is 47-1278115.
Download the official 2024 Form 5500 (PDF) for Unipres Alabama, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unipres Alabama, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | — | DUBLIN, OH | INVESTEMENT ADVISOR | $15K | — |
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.
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 |
|---|---|---|---|---|---|
| CLARK SCHAEFER HACKETT | 31-0800053 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Key Guaranteed Portfolio Fund Guaranteed investment contract | Stable Value | — | — | $599K | 12.9% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $534K | 11.5% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $534K | 11.5% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4374798 / PN 313 | Common Collective Trust | — | — | $475K | 10.2% | |
| Participant Notes Receivable Interest ranging from 4.25% - 9.50% $ - | Bonds / Notes | — | — | $283K | 6.1% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $279K | 6.0% | |
| Fidelity International Index Mutual fund | Mutual Funds | — | — | $258K | 5.5% | |
| Victory Sycamore Established Value R6 Mutual fund | Other securities | — | — | $203K | 4.4% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $179K | 3.9% | |
| Fidelity Large Cap Growth Index Mutual fund | Mutual Funds | — | — | $175K | 3.8% | |
| American Funds New Perspective R6 Mutual fund | Mutual Funds | — | — | $164K | 3.5% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $117K | 2.5% | |
| Fidelity Large Cap Value Index Mutual fund | Mutual Funds | — | — | $117K | 2.5% | |
| INDEXSELECT CONSERVATIVE RET FD CLI GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $116K | 2.5% | |
| MFS Mid Cap Growth R6 Mutual fund | Mutual Funds | — | — | $112K | 2.4% | |
| INDEXSELECT MODERATE 2035 FUND CL GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $97K | 2.1% | |
| PGIM High-Yield R6 Mutual fund ** 136 PIMCO Int Bond (USD-Hedged) Inst Mutual fund | U.S. Treasuries | — | — | $75K | 1.6% | |
| Janus Henderson Venture N Mutual fund | Mutual Funds | — | — | $72K | 1.5% | |
| American Funds Bond Fund of Amer R6 Mutual fund | Mutual Funds | — | — | $61K | 1.3% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $58K | 1.3% | |
| Fidelity Small Cap Value Index Mutual fund | Mutual Funds | — | — | $45K | 1.0% | |
| INDEXSELECT MODERATE 2055 FUND CL1 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $28K | 0.6% | |
| American Funds American Balanced R6 Mutual fund | Mutual Funds | — | — | $13K | 0.3% | |
| Fidelity Emerging Markets Index Mutual fund | Mutual Funds | — | — | $7K | 0.2% |
