Todd Bidwell signed Universities Space Research Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Universities Space Research Association's EIN is 52-0892064.
Download the official 2024 Form 5500 (PDF) for Universities Space Research Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Universities Space Research Association's plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRP FINANCIAL | 47-1411118 | — | INVESTMENT ADVISOR | $54K | — |
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 500 Index Fund | Common Collective Trusts | — | — | $9.9M | 10.7% | |
| Fidelity US Bond Index Fund | Mutual Funds | — | — | $8.7M | 9.4% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $6.6M | 7.1% | |
| Fidelity Freedom Idex 2045 Institutional Fund | Mutual Funds | — | — | $5.3M | 5.7% | |
| Fidelity Freedom Idex 2030 Institutional Fund | Mutual Funds | — | — | $5.0M | 5.4% | |
| Fidelity Freedom Idex 2025 Institutional Fund | Mutual Funds | — | — | $4.7M | 5.1% | |
| Fidelity Freedom Idex 2035 Institutional Fund | Mutual Funds | — | — | $4.6M | 5.0% | |
| JPMorgan Equity Income R6 Fund | Other securities | — | — | $4.4M | 4.8% | |
| Vanguard FTSE Social Index Admiral Fund | Mutual Funds | — | — | $4.0M | 4.3% | |
| Fidelity Freedom Idx 2050 Institutional Fund | Common Collective Trusts | — | — | $3.6M | 3.9% | |
| Fidelity Freedom Idex 2040 Institutional Fund | Mutual Funds | — | — | $3.6M | 3.9% | |
| WILMINGTON/METLIFE STABLE CLASS J METLIFE · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $3.5M | 3.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.5M | 2.7% | |
| Fidelity Freedom Idx 2020 Institutional Fund | Common Collective Trusts | — | — | $2.4M | 2.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 2.4% | |
| Franklin Templeton Franklin Small Cap Growth Advanced Fund | Mutual Funds | — | — | $2.2M | 2.4% | |
| Fidelity Freedom Idex 2055 Institutional Fund | Mutual Funds | — | — | $1.8M | 1.9% | |
| Legg Mason/ Western Asset ClearBridge International Growth IS Fund | Other securities | — | — | $1.8M | 1.9% | |
| Prudential PGIM High Yield R6 Fund | Other securities | — | — | $1.7M | 1.9% | |
| JPMorgan Mid Cap Growth R6 Fund | Other securities | — | — | $1.7M | 1.9% | |
| Fidelity International Index | Mutual Funds | — | — | $1.6M | 1.7% | |
| Principal Real Estate Securities R6 Fund | Other securities | — | — | $1.5M | 1.6% | |
| Vanguard Information Technology Index Admiral Fund | Mutual Funds | — | — | $1.4M | 1.6% | |
| Vanguard International Value fund | Mutual Funds | — | — | $1.3M | 1.4% | |
| Fidelity Freedom Idex Income Institutional Fund | Mutual Funds | — | — | $1.1M | 1.2% | |
| Fidelity Freedom Idx 2060 Institutional Fund | Common Collective Trusts | — | — | $935K | 1.0% | |
| American Funds American Funds New World R6 Fund | Mutual Funds | — | — | $933K | 1.0% | |
| Franklin Templeton Franklin Small Cap Value R6 Fund | Mutual Funds | — | — | $881K | 1.0% | |
| maturing through 2029 | Other securities | — | — | $500K | 0.5% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $285K | 0.3% | |
| Fidelity Freedom Idx 2065 Institutional Fund | Common Collective Trusts | — | — | $199K | 0.2% | |
| Calvert Conservative Alloc I | Other securities | — | — | $55K | <0.1% | |
| Calvert Moderate Allocation Fund | Other securities | — | — | $38K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
