Carlos Molina signed United Way Miami, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Way Miami, Inc.'s EIN is 59-0830840.
Download the official 2024 Form 5500 (PDF) for United Way Miami, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Way Miami, 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 COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 59-0830840 | — | INVESTMENT ADVISORY | $11K | — |
| WILSHIRE ADVISORS 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 | |||||
|---|---|---|---|---|---|---|
| Principal Fixed Income Guaranteed Option Insurance Contract | Other securities | — | — | $3.3M | 25.5% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $2.8M | 21.5% | |
| Fund Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.7M | 12.8% | |
| DFA US Large Cap Value Portfolio Mutual Fund | Mutual Funds | — | — | $1.1M | 8.4% | |
| AB Large Cap Growth Fund Inc Mutual Fund | Common Stocks | — | — | $1.1M | 8.1% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $789K | 6.1% | |
| DFA US Targeted Value Portfolio Mutual Fund | Mutual Funds | — | — | $533K | 4.1% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $519K | 4.0% | |
| T Rowe Price Integrated US Small-Cap Growth Equity Mutual Fund | Mutual Funds | — | — | $331K | 2.6% | |
| Participant Loans Interest rates ranging from $ - | Participant loans | — | — | $270K | 2.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $8K | <0.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| (E) | Other securities | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4K | <0.1% | |
| (E) | Other securities | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $783 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $291 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | 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.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | INV ADV, PARTICIPANTS | $6K | — |
