Tracy Britton signed Unipro Foodservice, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unipro Foodservice, Inc.'s EIN is 58-1761849.
Download the official 2024 Form 5500 (PDF) for Unipro Foodservice, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unipro Foodservice, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $37K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $1K | — |
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Mutual Funds | Common Collective Trusts | — | — | $4.5M | 12.8% | |
| T. Rowe Price All-Cap Opportunities I Mutual Funds | Other securities | — | — | $3.7M | 10.6% | |
| JPMorgan Equity Income Mutual Funds | Other securities | — | — | $3.5M | 9.9% | |
| Fidelity Inflation-Protected Bond Index Mutual Funds | Mutual Funds | — | — | $2.4M | 6.9% | |
| PIMCO Income Instl Mutual Funds | Mutual Funds | — | — | $2.1M | 5.9% | |
| JPMorgan Core Plus Bond Mutual Funds | Other securities | — | — | $2.1M | 5.8% | |
| PGIM High Yield Mutual Funds | Other securities | — | — | $1.8M | 5.0% | |
| Transamerica Stable Value Core Account Stable Value Core Account | Stable Value | — | — | $1.8M | 5.0% | |
| Columbia Total Return Bond Inst3 Mutual Funds | Other securities | — | — | $1.6M | 4.6% | |
| Vanguard Developed Markets Idx Admiral Mutual Funds | Common Collective Trusts | — | — | $1.6M | 4.5% | |
| American Funds New Perspective Mutual Funds | Mutual Funds | — | — | $1.5M | 4.3% | |
| Vanguard International Growth Admiral Mutual Funds | Mutual Funds | — | — | $1.4M | 3.9% | |
| BlackRock Emerging Markets Instl Mutual Funds | Other securities | — | — | $1.2M | 3.4% | |
| Vanguard Small Cap Index Mutual Funds | Mutual Funds | — | — | $1.1M | 3.2% | |
| Investco Discovery R6 Mutual Funds | Other securities | — | — | $984K | 2.8% | |
| Franklin Small Cap Value R6 Mutual Funds | Mutual Funds | — | — | $940K | 2.7% | |
| Vanguard Mid-Cap Value Index Mutual Funds | Mutual Funds | — | — | $898K | 2.5% | |
| Vanguard Mid Cap Index Mutual Funds | Mutual Funds | — | — | $887K | 2.5% | |
| MFS Mid Cap Growth Mutual Funds | Mutual Funds | — | — | $840K | 2.4% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $399K | 1.1% |
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 |
|---|
| BANK OF AMERICA NA | 13-5674085 | — | INVESTMENT ADVISORY-PLAN | $14K | — |
