Russell Mills signed Unger Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unger Enterprises, LLC's EIN is 47-1994553.
Download the official 2024 Form 5500 (PDF) for Unger Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unger Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX 521 | Common Collective Trusts | — | — | $2.5M | 16.3% | |
| Fidelity FID FREEDOM 2025 K | Mutual Funds | — | $8K | $1.2M | 7.9% | |
| Fidelity FID FREEDOM 2035 K | Mutual Funds | — | $8K | $1.2M | 7.8% | |
| Fidelity FID FREEDOM 2030 K | Mutual Funds | — | $8K | $1.2M | 7.6% | |
| Fidelity FID SEL TECHNOLOGY | Mutual Funds | — | $3K | $1.1M | 7.3% | |
| Fidelity FID CONTRAFUND | Mutual Funds | — | $3K | $1.1M | 7.2% | |
| Fidelity FID STRATEGIC INCOME | Mutual Funds | — | $3K | $979K | 6.4% | |
| Fidelity FID FREEDOM 2040 K | Mutual Funds | — | $10K | $911K | 5.9% | |
| T. Rowe Price TRP BLUE CHIP GR ADV 247 | Other securities | — | — | $903K | 5.9% | |
| Fidelity FID GOVT MMKT - | Mutual Funds | — | — | $735K | 4.8% | |
| Fidelity FID FREEDOM 2045 K | Mutual Funds | — | $13K | $732K | 4.8% | |
| Fidelity FID LG CAP VAL IDX | Common Collective Trusts | — | $2K | $471K | 3.1% | |
| Janus Henderson J H GLB LIFE SCI T 324 | Mutual Funds | — | — | $256K | 1.7% | |
| Fidelity FID GLB EX US IDX | Common Collective Trusts | — | $1K | $205K | 1.3% | |
| Fidelity FID LOW PRICED STK 401 | Mutual Funds | — | — | $182K | 1.2% | |
| Fidelity FID FREEDOM 2065 K | Mutual Funds | — | $5K | $175K | 1.1% | |
| Fidelity FID FREEDOM 2050 K | Mutual Funds | — | $3K | $173K | 1.1% | |
| Virtus VRTS C MDCP VAL EQ I 215 862 Victory S SM CO OP A 553 | Common Stocks | — | — | $160K | 1.0% | |
| Parnassus MID CAP 154 | Other securities | — | — | $158K | 1.0% | |
| Fidelity FID FREEDOM 2015 K 470 | Mutual Funds | — | — | $129K | 0.8% | |
| Fidelity FID FREEDOM 2055 K | Mutual Funds | — | $2K | $119K | 0.8% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | $2K | $107K | 0.7% | |
| Columbia COL SEL MIDCP GR S 7 | Other securities | — | — | $103K | 0.7% | |
| Fidelity FID INTL INDEX 159 | Mutual Funds | — | — | $88K | 0.6% | |
| Fidelity FID FREEDOM 2060 K | Mutual Funds | — | $2K | $56K | 0.4% | |
| Fidelity FID SM CAP GR IDX 185 | Common Collective Trusts | — | — | $35K | 0.2% | |
| Allspring AS EMRG MKTS EQ ADM 135 | Other securities | — | — | $35K | 0.2% | |
| Fidelity FID SM CAP IDX 256 | Common Collective Trusts | — | — | $28K | 0.2% | |
| Fidelity FID FREEDOM 2020 K 534 | Mutual Funds | — | — | $25K | 0.2% | |
| Fidelity FID INTL DISCOVERY 29 | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
