Max Hollander signed University Research Co., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Research Co., LLC's EIN is 52-0939806.
Download the official 2024 Form 5500 (PDF) for University Research Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Research Co., 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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LUTS AND GREENLEIGH GROUP | 45-5561109 | — | ADVISOR | $83K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Growth Fund Mutual Fund N/A | Mutual Funds | — | — | $4.2M | 9.1% | |
| Fidelity 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $4.1M | 8.8% | |
| Fidelity Advisor Freedom 2045 Fund Mutual Fund N/A | Mutual Funds | — | — | $3.1M | 6.6% | |
| Fidelity Advisor Freedom 2025 Fund Mutual Fund N/A | Mutual Funds | — | — | $3.0M | 6.5% | |
| Lord Abbett Short Duration Income Fund Mutual Fund N/A | Mutual Funds | — | — | $2.8M | 5.9% | |
| Janus Henderson Enterprise Fund Mutual Fund N/A | Mutual Funds | — | — | $2.5M | 5.4% | |
| American Beacon Bridgeway Large Cap Value Fund Mutual Fund N/A | Other securities | — | — | $2.5M | 5.3% | |
| Fidelity Advisor Freedom 2035 Fund Mutual Fund N/A | Mutual Funds | — | — | $2.4M | 5.2% | |
| Fidelity Advisor Freedom 2050 Fund Mutual Fund N/A | Mutual Funds | — | — | $2.3M | 5.0% | |
| PIMCO Income Institutional Fund Mutual Fund N/A | Mutual Funds | — | — | $2.3M | 5.0% | |
| Fidelity Advisor Freedom 2030 Fund Mutual Fund N/A | Mutual Funds | — | — | $2.3M | 4.9% | |
| Fidelity Treasury Money Market Fund Mutual Fund N/A | Mutual Funds | — | — | $1.7M | 3.7% | |
| Fidelity Advisor Freedom 2040 Fund Mutual Fund N/A | Mutual Funds | — | — | $1.6M | 3.4% | |
| Virtus Small Cap Growth Fund Mutual Fund N/A | Other securities | — | — | $1.6M | 3.3% | |
| John Hancock Disciplined Value Mid Cap Fund Mutual Fund N/A | Other securities | — | — | $1.4M | 3.0% | |
| BlackRock Technology Opportunities Fund Mutual Fund N/A | Other securities | — | — | $1.3M | 2.7% | |
| Fidelity Advisor Freedom 2055 Fund Mutual Fund N/A | Mutual Funds | — | — | $1.2M | 2.5% | |
| Allspring Special Small Cap Value Fund Mutual Fund N/A | Other securities | — | — | $1.1M | 2.3% | |
| Invesco International Diversified Fund Mutual Fund N/A | Mutual Funds | — | — | $747K | 1.6% | |
| Putnam Emerging Markets Equity Fund Mutual Fund N/A | Mutual Funds | — | — | $686K | 1.5% | |
| Fidelity Advisor Freedom Income Fund Mutual Fund N/A | Mutual Funds | — | — | $644K | 1.4% | |
| Fidelity Advisor Freedom 2020 Fund Mutual Fund N/A | Mutual Funds | — | — | $511K | 1.1% | |
| Calvert Balanced Fund Mutual Fund N/A | Other securities | — | — | $395K | 0.8% | |
| Fidelity Advisor Freedom 2015 Fund Mutual Fund N/A | Mutual Funds | — | — | $390K | 0.8% | |
| Fidelity Advisor Freedom 2010 Fund Mutual Fund N/A | Mutual Funds | — | — | $355K | 0.8% | |
| BlackRock Global Allocation Fund Mutual Fund N/A | Other securities | — | — | $292K | 0.6% | |
| Participant loans 4.25% - 9.50% - | Bonds / Notes | — | — | $286K | 0.6% | |
| First Eagle Overseas Fund Mutual Fund N/A | Other securities | — | — | $281K | 0.6% | |
| Fidelity Advisor Health Care Fund Mutual Fund N/A | Mutual Funds | — | — | $261K | 0.6% | |
| Fidelity Advisor Freedom 2060 Fund Mutual Fund N/A | Mutual Funds | — | — | $242K | 0.5% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) Mutual Fund N/A | Mutual Funds | — | — | $120K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund N/A | Other securities | — | — | $70K | 0.2% | |
| Fidelity Advisor Freedom 2065 Fund Mutual Fund N/A | Mutual Funds | — | — | $18K | <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 |
|---|---|---|---|---|---|
| RUBINO & MCGEEHIN, CHARTERED | 52-1186096 | — | ACCOUNTANT/AUDITOR | $24K | — |
