Tim Clutter signed Uptake Technologies, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Uptake Technologies, Inc.'s EIN is 47-1427490.
Download the official 2023 Form 5500 (PDF) for Uptake Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Uptake Technologies, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Fidelity® International Index Fund | Common Collective Trusts | — | — | $1.9M | 12.9% | |
| JP Morgan JP Morgan Large Cap Growth Fund | Other securities | — | — | $1.8M | 12.7% | |
| LARGE CAP VALUE II FUND GREAT GRAY TRUST COMPANY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $1.3M | 9.3% | |
| Fidelity Fidelity® 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 7.8% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $974K | 6.7% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $801K | 5.5% | |
| Fidelity Fidelity® Small Cap Index Fund | Common Collective Trusts | — | — | $701K | 4.8% | |
| Loomis Sayles Core Plus Bond Fund | Other securities | — | — | $685K | 4.7% | |
| JP Morgan JP Morgan Emerging Markets Equity Fund | Other securities | — | — | $665K | 4.6% | |
| Fidelity Fidelity® Mid Cap Index Fund | Common Collective Trusts | — | — | $565K | 3.9% | |
| AB LP AB Small Cap Growth Port Fund | Other securities | — | — | $530K | 3.7% | |
| American Funds American Funds American Balanced Fund | Mutual Funds | — | — | $520K | 3.6% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | — | $445K | 3.1% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $421K | 2.9% | |
| PIMCO RealPath Blend 2055 Institutional Fund | Mutual Funds | — | — | $389K | 2.7% | |
| PIMCO RealPath Blend 2045 Institutional Fund | Mutual Funds | — | — | $386K | 2.7% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $351K | 2.4% | |
| BlackRock High Yield Bond Fund | Other securities | — | — | $332K | 2.3% | |
| PIMCO RealPath Blend 2050 Institutional Fund | Mutual Funds | — | — | $133K | 0.9% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $122K | 0.8% | |
| PIMCO RealPath Blend 2030 Institutional Fund | Mutual Funds | — | — | $106K | 0.7% | |
| Participants Notes receivable from participants (interest rates ranging from 5.25 to 10.50 percent) | Other securities | — | — | $83K | 0.6% | |
| PIMCO RealPath Blend 2040 Institutional Fund | Mutual Funds | — | — | $62K | 0.4% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $14K | <0.1% | |
| Dimensional DFA Global Real Estate Securities Fund | Mutual Funds | — | — | $7K | <0.1% | |
| TIAA TIAA-CREF Inflation-Linked Bond 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.
