Deborah Taylor signed Universal Engraving, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Universal Engraving, Inc.'s EIN is 48-0943020.
Download the official 2022 Form 5500 (PDF) for Universal Engraving, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Universal Engraving, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | 84-0858799 | — | ADVISOR | $27K | — |
| QUALIFIED PLAN ADVISORS | 82-1364595 |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund Mutual Fund - 161,764 units | Mutual Funds | — | — | $2.7M | 18.9% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund - 110,621 units | Mutual Funds | — | — | $2.1M | 14.4% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund - 84,700 units | Mutual Funds | — | — | $1.3M | 9.4% | |
| Self-Directed Brokerage Accounts Brokerage accounts | Self-Directed Brokerage | — | — | $1.3M | 8.8% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund - 36,037 units | Mutual Funds | — | — | $683K | 4.8% | |
| Fidelity Government Money Market Mutual Fund - 676,893 units | Mutual Funds | — | — | $677K | 4.7% | |
| Fidelity 500 Index Fund Mutual Fund - 5,050 units | Common Collective Trusts | — | — | $672K | 4.7% | |
| T Rowe Price Blue Chip Growth Fund Mutual Fund - 5,955 units | Mutual Funds | — | — | $619K | 4.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund - 18,589 units | Common Collective Trusts | — | — | $482K | 3.3% | |
| Fidelity Small Cap Index Fund Mutual Fund - 21,952 units | Common Collective Trusts | — | — | $476K | 3.3% | |
| JP Morgan Equity Income Fund Mutual Fund - 18,669 units | Other securities | — | — | $421K | 2.9% | |
| Fidelity Freedom Index 2020 Fund Mutual Fund - 28,437 units | Mutual Funds | — | — | $401K | 2.8% | |
| Fidelity International Index Fund Mutual Fund - 9,706 units | Common Collective Trusts | — | — | $400K | 2.8% | |
| JP Morgan Mid Cap Growth Fund Mutual Fund - 9,853 units | Other securities | — | — | $385K | 2.7% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund - 14,026 units | Mutual Funds | — | — | $277K | 1.9% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund - 13,224 units | Mutual Funds | — | — | $260K | 1.8% | |
| Morgan Stanley International Advantage Portfolio Mutual Fund - 13,047 units | Mutual Funds | — | — | $248K | 1.7% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund - 9,658 units | Mutual Funds | — | — | $157K | 1.1% | |
| JP Morgan Small Cap Growth Fund Mutual Fund - 22 units ** 381 American Century Mid Cap Value Fund Mutual Fund - 9,031 units | Other securities | — | — | $139K | 1.0% | |
| various dates through December 2027 | Other securities | — | — | $134K | 0.9% | |
| PGIM Global Total Return Fund Mutual Fund - 25,761 units | Other securities | — | — | $129K | 0.9% | |
| Franklin Small Cap Value Fund R6 Mutual Fund - 1,794 units | Mutual Funds | — | — | $95K | 0.7% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund - 6,055 units | Mutual Funds | — | — | $83K | 0.6% | |
| Fidelity U.S. Bond Index Fund Mutual Fund - 6,822 units | Common Collective Trusts | — | — | $69K | 0.5% | |
| PGIM Total Return Bond Fund Mutual Fund - 4,373 units | Other securities | — | — | $51K | 0.4% | |
| Janus Henderson Global Equity Income Fund Mutual Fund - 3,810 units | Mutual Funds | — | — | $23K | 0.2% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund - 1,256 units | 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.
| — |
| INVESTMENT ADVISOR |
| $7K |
| — |
