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Original filing (PDF)20251002110840NAL0000264435001
UNION PARTNERS I LLC
Form 5500
FILING_RECEIVED
UNION PARTNERS I LLC 401(K) SAVING PLAN
401(k) retirement plan
Active participants
513
Accounts w/ balance
473
Plan assets (EOY)
$42.5M
Net assets (EOY)
$42.5M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNION PARTNERS I LLC.
Plan sponsor
Name
UNION PARTNERS I LLC
EIN
47-1574790
Address
1400 16TH STREET SUITE 250 · OAK BROOK, IL · 60523
Phone
(630) 617-9133
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FGMK, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $88K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOREST CAPITAL MANAGEMENT LLC | — | LAKE FOREST, IL | INVESTMENT ADVISOR | $59K | — |
Investments
29 direct securities· $42.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET TARGET RETIREMENT 2025 K Mutual Fund | — | — | — | $5.5M | 12.9% | |
| STATE STREET TARGET RETIREMENT 2035 K Mutual Fund | — | — | — | $4.9M | 11.6% | |
| STATE STREET TARGET RETIREMENT 2030 K Mutual Fund | — | — | — | $3.8M | 8.9% | |
| VANGUARD 500 INDEX FUND - ADMIRAL Mutual Fund | — | — | — | $3.7M | 8.8% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual Fund | — | — | — | $3.7M | 8.8% | |
| STATE STREET TARGET RETIREMENT 2040 K Mutual Fund | — | — | — | $2.1M | 5.0% | |
| VANGUARD FEDERAL MONEY MARKET INV Mutual Fund | — | — | — | $1.8M | 4.3% | |
| AMERICAN FUNDS AMERICAN MUTUAL R6 Mutual Fund | — | — | — | $1.8M | 4.2% | |
| STATE STREET TARGET RETIREMENT K Mutual Fund | — | — | — | $1.8M | 4.1% | |
| STATE STREET TARGET RETIREMENT 2045 K Mutual Fund | — | — | — | $1.6M | 3.8% | |
| BAIRD CORE PLUS BOND INST Mutual Fund | — | — | — | $1.6M | 3.7% | |
| VANGUARD SMALL CAP INDEX FUND - ADMIRAL Mutual Fund | — | — | — | $1.4M | 3.2% | |
| STATE STREET TARGET RETIREMENT 2050 K Mutual Fund | — | — | — | $1.3M | 3.1% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Mutual Fund | — | — | — | $1.3M | 3.1% | |
| STATE STREET TARGET RETIREMENT 2055 K Mutual Fund | — | — | — | $1.1M | 2.6% | |
| VANGUARD EXTENDED MARKET IDX ADM Mutual Fund | — | — | — | $1.1M | 2.5% | |
| VANGUARD SHORT-TERM INVESTMENT-GRADE ADMVFSUX Mutual Fund | — | — | — | $934K | 2.2% | |
| LIFE INSURANCE POLICIES Life Insurance Policies | — | — | — | $465K | 1.1% | |
| VANGUARD INTERNATIONAL GROWTH ADM Mutual Fund | — | — | — | $461K | 1.1% | |
| PIMCO INCOME INSTL Mutual Fund | — | — | — | $436K | 1.0% | |
| maturing from 2025 to 2029 | — | — | — | $412K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Fund | — | — | — | $320K | 0.8% | |
| STATE STREET TARGET RETIREMENT 2060 K Mutual Fund | — | — | — | $307K | 0.7% | |
| VANGUARD BALANCED INDEX FUND - ADMIRAL Mutual Fund | — | — | — | $202K | 0.5% | |
| DFA GLOBAL REAL ESTATE SECURITES Mutual Fund | — | — | — | $201K | 0.5% | |
| MFS GLOBAL ALTERNATIVE STRATEGY R6 Mutual Fund | — | — | — | $115K | 0.3% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund | — | — | — | $75K | 0.2% | |
| STATE STREET TARGET RETIREMENT 2060 K Mutual Fund | — | — | — | $52K | 0.1% | |
| STATE STREET TARGET RETIREMENT 2020 K Mutual Fund | — | — | — | $18K | <0.1% |
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