Dinesh Khandka signed United Overseas Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Overseas Holdings, Inc.'s EIN is 47-4914644.
Download the official 2024 Form 5500 (PDF) for United Overseas Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Overseas Holdings, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 343 | Common Collective Trust | — | — | $5.2M | 19.5% | |
| MFS MASS INV GROWTH STOCK - R3 | Registered Investment Companies | — | — | $3.8M | 14.1% | |
| PUTNAM STABLE VALUE FUND -50 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.5M | 9.3% | |
| AMERICAN MUTUAL R4 | Registered Investment Companies | — | — | $2.3M | 8.4% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $1.6M | 5.9% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $1.5M | 5.7% | |
| ISHARES RUSSELL MIDCAP INDEX I | Registered Investment Companies | — | — | $1.3M | 4.7% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $1.2M | 4.6% | |
| ISHARES RUSSELL 2000 SM CAP I | Registered Investment Companies | — | — | $1.1M | 4.2% | |
| HARTFORD STRATEGIC INCOME R4 | Registered Investment Companies | — | — | $1.1M | 4.1% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $1.0M | 3.8% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $1.0M | 3.7% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $824K | 3.1% | |
| AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $732K | 2.7% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $383K | 1.4% | |
| TROWEPRICE RETIREMENT 2015 INV | Registered Investment Companies | — | — | $321K | 1.2% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $250K | 0.9% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $244K | 0.9% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $175K | 0.6% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $64K | 0.2% | |
| T.ROWE PRICE RETIRE BALANCED | Registered Investment Companies | — | — | $58K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $52K |
| — |
