Carissa Dunaway signed UT-Battelle, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UT-Battelle, LLC's EIN is 62-1788235.
Download the official 2024 Form 5500 (PDF) for UT-Battelle, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UT-Battelle, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $321K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI INSURANCE SERVICES, LLC | 13-3771734 | — | NONE | $149K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
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 | |||||
|---|---|---|---|---|---|---|
| EQUITY INDEX NON-LENDABLE FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N. A. · EIN 45-4368878 / PN 001 | Common Collective Trust | — | — | $326.7M | 18.6% | |
| INVESCO STABLE VALUE FUND INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $290.1M | 16.5% | |
| LIFEPATH INDEX RETIREMENT NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N. A. · EIN 81-3250773 / PN 001 | Common Collective Trust | — | — | $219.8M | 12.5% | |
| LIFEPATH INDEX 2035 NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N. A. · EIN 81-3168065 / PN 001 | Common Collective Trust | — | — | $133.6M | 7.6% | |
| LIFEPATH INDEX 2030 NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N. A. · EIN 81-3148951 / PN 001 | Common Collective Trust | — | — | $130.4M | 7.4% | |
| Self-directed Schwab Personal Choice Retirement Account brokerage account # | Self-Directed Brokerage | — | — | $110.6M | 6.3% | |
| LIFEPATH INDEX 2040 NON-LENDABLE FU BLACKROCK INSTITUTIONAL TRUST COMPANY, N. A. · EIN 81-3185003 / PN 001 | Common Collective Trust | — | — | $100.5M | 5.7% | |
| RUSSELL 2500 INDEX NON-LENDABLE M BLACKROCK INSTITUTIONAL TRUST COMPANY, N. A. · EIN 46-0741542 / PN 001 | Common Collective Trust | — | — | $96.9M | 5.5% | |
| LIFEPATH INDEX 2045 NON-LENDABLE FU BLACKROCK INSTITUTIONAL TRUST COMPANY, N. A. · EIN 81-3196176 / PN 001 | Common Collective Trust | — | — | $94.3M | 5.4% | |
| LIFEPATH INDEX 2050 NON-LENDABLE FU BLACKROCK INSTITUTIONAL TRUST COMPANY, N. A. · EIN 81-3217294 / PN 001 | Common Collective Trust | — | — | $75.6M | 4.3% | |
| BLKRCK MSCI ACWI EX-US INI NL IND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N. A. · EIN 45-4431141 / PN 001 | Common Collective Trust | — | — | $55.0M | 3.1% | |
| LIFEPATH INDEX 2055 NON-LENDABLE FU BLACKROCK INSTITUTIONAL TRUST COMPANY, N. A. · EIN 81-3223239 / PN 001 | Common Collective Trust | — | — | $46.6M | 2.7% | |
| U.S. DEBT INDEX NON-LENDABLE FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N. A. · EIN 45-4395662 / PN 001 | Common Collective Trust | — | — | $41.1M | 2.3% | |
| LIFEPATH INDEX 2060 NON-LENDABLE FU BLACKROCK INSTITUTIONAL TRUST COMPANY, N. A. · EIN 81-3239005 / PN 001 | Common Collective Trust | — | — | $17.1M | 1.0% | |
| with various maturity * Participant loans dates -0- | Participant loans | — | — | $8.7M | 0.5% | |
| LIFEPATH INDEX 2065 NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N. A. · EIN 84-1957801 / PN 001 | Common Collective Trust | — | — | $6.2M | 0.4% | |
| LIFEPATH INDEX 2025 NL FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N. A. · EIN 81-3128643 / PN 001 | 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.
| — |
| NONE |
| $7K |
| — |
