Steven FARR signed Uspiritus Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Uspiritus Inc.'s EIN is 61-0471572.
Download the official 2024 Form 5500 (PDF) for Uspiritus Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Uspiritus Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS | 82-0759826 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Service Company | Mutual Funds | — | — | $460K | 13.8% | |
| American Funds Service Company | Mutual Funds | — | — | $397K | 11.9% | |
| American Funds Service Company | Mutual Funds | — | — | $352K | 10.5% | |
| American Funds Service Company | Mutual Funds | — | — | $280K | 8.4% | |
| American Funds Service Company | Mutual Funds | — | — | $271K | 8.1% | |
| Fidelity Investments | Mutual Funds | — | — | $217K | 6.5% | |
| Principal Life Insurance Company | Common Stocks | — | — | $192K | 5.7% | |
| Fidelity Investments | Mutual Funds | — | — | $177K | 5.3% | |
| American Funds Service Company | Mutual Funds | — | — | $170K | 5.1% | |
| Vanguard Group | Mutual Funds | — | — | $127K | 3.8% | |
| Fidelity Investments | Mutual Funds | — | — | $118K | 3.5% | |
| The American Funds | Mutual Funds | — | — | $113K | 3.4% | |
| American Funds Service Company | Mutual Funds | — | — | $77K | 2.3% | |
| American Funds Service Company | Mutual Funds | — | — | $73K | 2.2% | |
| American Funds Service Company | Mutual Funds | — | — | $56K | 1.7% | |
| The American Funds | Mutual Funds | — | — | $54K | 1.6% | |
| JP Morgan Funds | Other securities | — | — | $42K | 1.3% | |
| American Century Investments | Other securities | — | — | $30K | 0.9% | |
| Notes Receivable from Participants | Other securities | — | — | $30K | 0.9% | |
| Fidelity Investments | Mutual Funds | — | — | $28K | 0.8% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $28K | 0.8% | |
| Parnassus | Other securities | — | — | $15K | 0.5% | |
| American Funds Service Company | Mutual Funds | — | — | $10K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $5K | 0.2% | |
| American Funds Service Company | Mutual Funds | — | — | $4K | 0.1% | |
| Principal Funds Inc. | Common Stocks | — | — | $3K | <0.1% | |
| PGIM Investments | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
