Simona Flores signed UOVO Management LLC and Storage Deluxe Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UOVO Management LLC and Storage Deluxe Management LLC's EIN is 52-2268553.
Download the official 2024 Form 5500 (PDF) for UOVO Management LLC and Storage Deluxe Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UOVO Management LLC and Storage Deluxe Management LLC'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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECRODKEEPER | $73K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J P MORGAN BROKER-DEALER HOLDINGS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock | Other securities | — | — | $3.3M | 29.4% | |
| American Funds | Mutual Funds | — | — | $1.1M | 9.8% | |
| American Funds | Mutual Funds | — | — | $986K | 8.8% | |
| Fidelity Investments | Mutual Funds | — | — | $904K | 8.1% | |
| American Funds | Mutual Funds | — | — | $602K | 5.4% | |
| American Funds | Mutual Funds | — | — | $582K | 5.2% | |
| American Funds | Mutual Funds | — | — | $495K | 4.4% | |
| American Funds | Mutual Funds | — | — | $431K | 3.9% | |
| Franklin Templeton | Mutual Funds | — | — | $405K | 3.6% | |
| Janus Henderson | Mutual Funds | — | — | $359K | 3.2% | |
| Lord Abbett | Mutual Funds | — | — | $296K | 2.7% | |
| JPMorgan | Other securities | — | — | $244K | 2.2% | |
| American Century Investments | Other securities | — | — | $186K | 1.7% | |
| American Funds | Mutual Funds | — | — | $176K | 1.6% | |
| American Funds | Mutual Funds | — | — | $159K | 1.4% | |
| Empower Life & Annuity Insurance Company of New York | Common Stocks | — | — | $148K | 1.3% | |
| Participant Loans | Participant loans | — | — | $145K | 1.3% | |
| American Century Investments | Other securities | — | — | $137K | 1.2% | |
| BlackRock | Other securities | — | — | $133K | 1.2% | |
| American Funds | Mutual Funds | — | — | $108K | 1.0% | |
| Franklin Templeton | Mutual Funds | — | — | $74K | 0.7% | |
| American Funds | Mutual Funds | — | — | $62K | 0.6% | |
| MFS | Mutual Funds | — | — | $46K | 0.4% | |
| American Funds | Mutual Funds | — | — | $44K | 0.4% | |
| MFS | Mutual Funds | — | — | $39K | 0.3% | |
| American Funds | Mutual Funds | — | — | $21K | 0.2% | |
| American Funds | Mutual Funds | — | — | $429 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $23K |
| — |
