Nicole Von Fischer signed Albert Uster Imports, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Albert Uster Imports, Inc.'s EIN is 52-1174968.
Download the official 2024 Form 5500 (PDF) for Albert Uster Imports, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Albert Uster Imports, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | 42-0127290 | — | CONTRACT ADMINISTRATOR | $39K | — |
| JP MORGAN INVEST HOLDINGS | 13-2624428 | — | RECORDKEEPERR | $171 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| J.P. Morgan J.P. Morgan Smartretirement 2030 R6 | Other securities | — | — | $2.7M | 24.3% | |
| J.P. Morgan J.P. Morgan Smartretirement 2040 R6 | Other securities | — | — | $1.4M | 12.6% | |
| J.P. Morgan J.P. Morgan Smartretirement 2025 R6 | Other securities | — | — | $1.3M | 11.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.3M | 11.2% | |
| J.P. Morgan J.P. Morgan Smartretirement 2045 R6 | Other securities | — | — | $1.2M | 10.8% | |
| J.P. Morgan J.P. Morgan Smartretirement 2035 R6 | Other securities | — | — | $1.1M | 9.8% | |
| J.P. Morgan J.P. Morgan Smartretirement 2050 R6 | Other securities | — | — | $431K | 3.8% | |
| J.P. Morgan J.P. Morgan Smartretirement 2055 R6 | Other securities | — | — | $333K | 3.0% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $249K | 2.2% | |
| J.P. Morgan J.P. Morgan Smartretirement 2060 R6 | Other securities | — | — | $231K | 2.1% | |
| J.P. Morgan J.P. Morgan Smartretirement 2020 R6 | Other securities | — | — | $157K | 1.4% | |
| J.P. Morgan J.P. Morgan Smartretirement Income R6 | Other securities | — | — | $85K | 0.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $63K | 0.6% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $61K | 0.5% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $56K | 0.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $52K | 0.5% | |
| J.P. Morgan J.P. Morgan Smartretirement 2065 R6 | Other securities | — | — | $50K | 0.4% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $41K | 0.4% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $40K | 0.4% | |
| MIDCAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $40K | 0.4% | |
| J.P. Morgan J.P. Morgan Core Plus Bond R6 | Other securities | — | — | $27K | 0.2% | |
| INTERNATIONAL GROWTH FUND II CLASS GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $19K | 0.2% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z | Other securities | — | — | $17K | 0.1% | |
| J.P. Morgan J.P. Morgan International Equity R6 | Other securities | — | — | $12K | 0.1% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $10K | <0.1% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN STABLE VALUE · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| Federated Hermes Opportunistic High Yield Bond Institutional S | Other securities | — | — | $10K | <0.1% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $8K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTOTRS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRNCIPAL LIFE INSURANCE · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRNCIPAL LIFE INSURANCE · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP GROWTH 1 SEP ACCT Z PRNCIPAL LIFE INSURANCE · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SAM BALANCED SEP ACCT Z PRNCIPAL LIFE INSURANCE · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SAM CONS BALANCED SA-Z PRNCIPAL LIFE INSURANCE · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRNCIPAL LIFE INSURANCE · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LGCP S&P INDEX SA-Z PRNCIPAL LIFE INSURANCE · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTOTRS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTOTRS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTOTRS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2040 CIT Z PRINCIPAL GLOBAL INVESTOTRS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2045 CIT Z PRINCIPAL GLOBAL INVESTOTRS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2050 CIT Z PRINCIPAL GLOBAL INVESTOTRS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME 2055 CIT Z PRINCIPAL GLOBAL INVESTOTRS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTOTRS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN INTL EQUITY INDEX SA-Z PRNCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN BOND MARKET INDEX SA-Z PRNCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRNCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRNCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTOTRS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $1K |
| — |
