SARA Kenzie signed U'S Again, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U'S Again, LLC's EIN is 51-0389245.
Download the official 2024 Form 5500 (PDF) for U'S Again, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U'S Again, 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 |
|---|---|---|---|---|---|
| RPG CONSULTANTS | 13-4077182 | HEWLETT, NY | RECORDKEEPER | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $565K | 33.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $329K | 19.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $118K | 6.9% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $106K | 6.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $104K | 6.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $72K | 4.2% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $48K | 2.8% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $48K | 2.8% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $47K | 2.7% | |
| Calvert Research and Management Calvert US LargeCap Core Fund Class R6 | Other securities | — | — | $31K | 1.8% | |
| Calvert Research and Management Calvert Small Cap Fund Class R6 | Other securities | — | — | $21K | 1.2% | |
| Calvert Research and Management Calvert Balanced Fund Class R6 906 Calvert Research and Management Calvert Conservative Allocation Fund Class I | Other securities | — | — | $16K | 1.0% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $14K | 0.8% | |
| Vanguard High Dividend Yield Index Fund | Common Collective Trusts | — | — | $12K | 0.7% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $11K | 0.6% | |
| Brown Advisory LLC Brown Advisory Sustainable Growth Fund Instl 285 Calvert Research and Management Calvert Aggrressive Allocation Fund Cl I | Other securities | — | — | $11K | 0.6% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $11K | 0.6% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $11K | 0.6% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $10K | 0.6% | |
| Calvert Research and Management Calvert Global Water I Fund | Other securities | — | — | $7K | 0.4% | |
| Parnassus Core Equity Investor Fund | Other securities | — | — | $5K | 0.3% | |
| Northern Funds Northern Global Sustainability Fund | Other securities | — | — | $5K | 0.3% | |
| Praxis Investment Management Inc Praxis Impact Bond Fund Class I 701 Praxis Investment Management Inc Praxis International Index Fund Class I | U.S. Treasuries | — | — | $2K | 0.1% | |
| Calvert Research and Management Calvert US MidCap Core Res Index Fund | Common Collective Trusts | — | — | $2K | 0.1% | |
| American Funds American Funds New World Fund Class R6 | Mutual Funds | — | — | $2K | 0.1% | |
| Victory Capital Victory Core Plus Intermediate Bond Fund Class R5 811 Vanguard Inflation-Protection Securities Admiral Fund 814 Vanguard Balanced Index Admiral Fund | Mutual Funds | — | — | $1K | <0.1% | |
| Mid Atlantic Mid Atlantic Master Cash Account | Cash / Money Market | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
