Melissa Stuckey signed University Athletic Association Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Athletic Association Inc.'s EIN is 59-6002050.
Download the official 2024 Form 5500 (PDF) for University Athletic Association Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Athletic Association Inc.'s plan includes a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
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 | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AF TRGT DATE 2025 R6 Mutual fund | Other securities | — | — | $2.1M | 20.9% | |
| AF TRGT DATE 2045 R6 Mutual fund | Other securities | — | — | $1.3M | 12.4% | |
| AF TRGT DATE 2035 R6 Mutual fund | Other securities | — | — | $1.1M | 10.6% | |
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $992K | 9.7% | |
| AF TRGT DATE 2050 R6 Mutual fund | Other securities | — | — | $923K | 9.0% | |
| AF TRGT DATE 2030 R6 Mutual fund | Other securities | — | — | $710K | 7.0% | |
| AF TRGT DATE 2040 R6 Mutual fund | Other securities | — | — | $648K | 6.4% | |
| VANG CR FED MM ADM Money market | Cash / Money Market | — | — | $625K | 6.1% | |
| AF TRGT DATE 2055 R6 Mutual fund | Other securities | — | — | $506K | 5.0% | |
| AF TRGT DATE 2060 R6 Mutual fund | Other securities | — | — | $345K | 3.4% | |
| FID BLUE CHIP GR K6 Mutual fund | Mutual Funds | — | — | $341K | 3.3% | |
| Self-directed brokerage accounts Mutual funds | Self-Directed Brokerage | — | — | $240K | 2.4% | |
| AF TRGT DATE 2065 R6 Mutual fund | Other securities | — | — | $126K | 1.2% | |
| AF TRGT DATE 2015 R6 Mutual fund | Other securities | — | — | $67K | 0.7% | |
| VANG EXT MKT IDX ADM Mutual fund | Common Collective Trusts | — | — | $54K | 0.5% | |
| s, at fair value VRTS K SMMDCP CR R6 Mutual fund | Mutual Funds | — | — | $39K | 0.4% | |
| DH LARGE CAP Y Mutual fund | Other securities | — | — | $27K | 0.3% | |
| MFS INTL EQUITY R6 Mutual fund | Mutual Funds | — | — | $25K | 0.2% | |
| VANG TOT INTL STK AD Mutual fund | Other securities | — | — | $18K | 0.2% | |
| AF TRGT DATE 2020 R6 Mutual fund | Other securities | — | — | $11K | 0.1% | |
| Participant loans Interest rate range: 9.00% to 9.50% -0- | Bonds / Notes | — | — | $9K | <0.1% | |
| DODGE & COX INCOME X Mutual fund | Mutual Funds | — | — | $8K | <0.1% | |
| FID US BOND IDX Mutual fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Self-directed brokerage accounts Money market funds | Self-Directed Brokerage | — | — | $4K | <0.1% | |
| Money market, at fair value * FID GOVT MMKT K6 Money Market | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
