Danielle Acciari signed Urban Atelier Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Urban Atelier Group, LLC's EIN is 47-5169715.
Download the official 2024 Form 5500 (PDF) for Urban Atelier Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Urban Atelier Group, 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 | $2K | — |
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 FID FREEDOM 2055 K | Mutual Funds | — | — | $3.3M | 12.5% | |
| FIDELITY FID CONTRAFUND K | Mutual Funds | — | — | $2.7M | 10.1% | |
| FIDELITY FID FREEDOM 2050 K | Mutual Funds | — | — | $2.6M | 9.9% | |
| FIDELITY FID FREEDOM 2045 K | Mutual Funds | — | — | $2.4M | 8.8% | |
| COLUMBIA THREADNEEDLE COLUMBIA DIV INC A | Common Stocks | — | — | $1.6M | 5.9% | |
| FIDELITY FID FREEDOM 2060 K | Mutual Funds | — | — | $1.5M | 5.5% | |
| FIDELITY FID TOTAL MKT IDX | Common Collective Trusts | — | — | $1.4M | 5.2% | |
| FIDELITY FID GOVT MMKT | Mutual Funds | — | — | $1.3M | 4.8% | |
| FIDELITY FID FREEDOM 2040 K | Mutual Funds | — | — | $1.2M | 4.5% | |
| FIDELITY FID FREEDOM 2035 K | Mutual Funds | — | — | $1.1M | 4.3% | |
| FIDELITY FID FREEDOM 2030 K | Mutual Funds | — | — | $1.1M | 4.2% | |
| NORTHERN FUNDS NORTHERN SM CAP VAL | Other securities | — | — | $811K | 3.0% | |
| BROWN CAPITAL MANAGEMENT BROWN SMALL CO INST | Common Stocks | — | — | $794K | 3.0% | |
| FIDELITY FID FREEDOM 2025 K | Mutual Funds | — | — | $621K | 2.3% | |
| FIDELITY FID FREEDOM 2065 K | Mutual Funds | — | — | $435K | 1.6% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% $-0- | Bonds / Notes | — | — | $419K | 1.6% | |
| FIDELITY FID MID CAP IDX | Common Collective Trusts | — | — | $390K | 1.5% | |
| MFS INTL GROWTH R6 | Mutual Funds | — | — | $346K | 1.3% | |
| FIDELITY FID FREEDOM 2020 K | Mutual Funds | — | — | $304K | 1.1% | |
| PUTNAM INVESTMENTS PUTNAM SM CAP GR R6 | Mutual Funds | — | — | $249K | 0.9% | |
| WINSLOW LARGE CAP NYLI W LRG CP GR I | Other securities | — | — | $209K | 0.8% | |
| T. ROWE PRICE TRP EQUITY INCOME | Other securities | — | — | $174K | 0.7% | |
| JANUS HENDERSON J H FLEXIBLE BOND I | Mutual Funds | — | — | $161K | 0.6% | |
| JOHN HANCOCK JH DSCPL VAL MDCP R6 | Other securities | — | — | $154K | 0.6% | |
| COLUMBIA LARGE CAP COL SEL LG CP VAL I3 | Other securities | — | — | $148K | 0.6% | |
| FIDELITY FID PURITAN K | Mutual Funds | — | — | $107K | 0.4% | |
| LAZARD LZD GLB LST INFRS IS | Other securities | — | — | $72K | 0.3% | |
| DIMENSIONAL FUND ADVISORS DFA US TARGET VAL I | Mutual Funds | — | — | $68K | 0.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $67K | 0.2% | |
| ALLSPRING GLOBAL INVESTMENTS AS GOVT SECS IS | Other securities | — | — | $40K | 0.1% | |
| BLACKROCK BLKRK ENERGY OPPS I | Other securities | — | — | $30K | 0.1% | |
| NEUBERGER BERMAN NB MDCP GRTH TRUST | Other securities | — | — | $4K | <0.1% | |
| FIDELITY FID FREEDOM INC K | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
