BETH Smith signed United Generations, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Generations, LLC's EIN is 47-4041847.
Download the official 2022 Form 5500 (PDF) for United Generations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)United Generations, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | ADVISOR | $47K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Fund a | Mutual Funds | — | — | $13.6M | 15.5% | |
| Fidelity Freedom Index 2025 Fund a | Mutual Funds | — | — | $12.4M | 14.2% | |
| Fidelity Freedom Index 2030 Fund a | Mutual Funds | — | — | $7.8M | 8.9% | |
| Fidelity 500 Index Fund a | Common Collective Trusts | — | — | $7.0M | 8.0% | |
| CT STABLE GOVT I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 058 | Common Collective Trust | — | — | $5.4M | 6.1% | |
| Fidelity Freedom Index 2045 Fund a | Mutual Funds | — | — | $4.8M | 5.5% | |
| Fidelity Freedom Index 2040 Fund a | Mutual Funds | — | — | $4.7M | 5.3% | |
| Fidelity Freedom Index 2020 Fund a | Mutual Funds | — | — | $4.2M | 4.8% | |
| Fidelity Freedom Index 2050 Fund a | Mutual Funds | — | — | $3.8M | 4.3% | |
| Fidelity Freedom Index 2010 Fund a | Mutual Funds | — | — | $3.4M | 3.9% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund I Class a | Other securities | — | — | $2.5M | 2.8% | |
| Fidelity Freedom Index 2015 Fund a | Mutual Funds | — | — | $2.4M | 2.7% | |
| Fidelity Freedom Index 2055 Fund a | Mutual Funds | — | — | $1.7M | 2.0% | |
| Fidelity International Index Fund a | Common Collective Trusts | — | — | $1.3M | 1.5% | |
| Clearbridge Small Cap Growth Fund Class IS a | Other securities | — | — | $1.1M | 1.3% | |
| Fidelity Freedom Index 2005 Fund a | Mutual Funds | — | — | $1.1M | 1.2% | |
| Fidelity Extended Market Index Fund a | Common Collective Trusts | — | — | $1.0M | 1.2% | |
| Fidelity U.S. Bond Index Fund a | Common Collective Trusts | — | — | $940K | 1.1% | |
| Fidelity Freedom Index Income Fund a | Mutual Funds | — | — | $863K | 1.0% | |
| Fidelity Freedom Index 2060 Fund a | Mutual Funds | — | — | $826K | 0.9% | |
| Participant loans Participant loans (interest rates between 3.25% to 7.25%) with various maturities through 2037 a | Bonds / Notes | — | — | $740K | 0.8% | |
| Hartford The Hartford MidCap Fund Class R6 a | Other securities | — | — | $670K | 0.8% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares a | Mutual Funds | — | — | $648K | 0.7% | |
| Dodge & Cox Dodge & Cox Stock Fund a | Mutual Funds | — | — | $539K | 0.6% | |
| Delaware Small Cap Value Fund Class R6 a | Other securities | — | — | $494K | 0.6% | |
| Hartford Schroders Emerging Markets Equity Fund Class SDR a | Other securities | — | — | $468K | 0.5% | |
| Lord Abbett Lord Abbett High Yield Fund R6 a | Mutual Funds | — | — | $382K | 0.4% | |
| Baird Aggregate Bond Fund Class Institutional a | Other securities | — | — | $262K | 0.3% | |
| Blackrock Commodity Strategies Portfolio Institutional Shares a | Other securities | — | — | $252K | 0.3% | |
| American Funds American Funds EuroPacific Growth Fund Class R-6 a | Mutual Funds | — | — | $217K | 0.2% | |
| Fidelity Real Estate Index Fund a | Common Collective Trusts | — | — | $151K | 0.2% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares a | Other securities | — | — | $137K | 0.2% | |
| Fidelity Freedom Index 2065 Fund a | Mutual Funds | — | — | $30K | <0.1% | |
| Fidelity Government Money Market a | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $14K |
| — |
