Alta Bullock signed Universal Woods, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Universal Woods, LLC's EIN is 61-1230248.
Download the official 2022 Form 5500 (PDF) for Universal Woods, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Universal Woods, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STOCK YARDS BANK & TRUST | 61-0354170 | — | OTHER SERVICES | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.6M | 19.3% | |
| Calvert Research and Management Calvert Equity A Fund | Other securities | — | — | $2.2M | 11.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.5M | 8.0% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $1.1M | 5.9% | |
| MFS Investment Management MFS Research International Fund | Mutual Funds | — | — | $1.1M | 5.8% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $1.0M | 5.4% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $995K | 5.4% | |
| American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $822K | 4.4% | |
| Western Asset Management Western Asset Core Plus Bond Fund | Other securities | — | — | $818K | 4.4% | |
| American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $753K | 4.1% | |
| American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $728K | 3.9% | |
| American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $686K | 3.7% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $666K | 3.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $525K | 2.8% | |
| BlackRock Mid-Cap Growth | Other securities | — | — | $316K | 1.7% | |
| Columbia Funds Columbia Division Income I3 Fund | Other securities | — | — | $300K | 1.6% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $285K | 1.5% | |
| American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $244K | 1.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $241K | 1.3% | |
| Franklin Templeton Investments Small Cap Growth | Mutual Funds | — | — | $177K | 1.0% | |
| American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $80K | 0.4% | |
| PRIN LIQUID ASSETS SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $76K | 0.4% | |
| American Century Small Cap Value Fund | Other securities | — | — | $59K | 0.3% | |
| American Century Mid Cap Value Growth | Mutual Funds | — | — | $34K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | — | $17K | <0.1% | |
| Various maturities, interest rates * Notes receivable from participants ranging from 6.00% to 6.25% | Bonds / Notes | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
