Thomas Garner signed United Ability, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Ability, Inc.'s EIN is 63-0307960.
Download the official 2024 Form 5500 (PDF) for United Ability, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Ability, Inc.'s plan includes 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mutual of America 2045 Retirement Fund | Other securities | — | — | $1.2M | 15.1% | |
| Calvert Small Cap Fund 34 Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $1.1M | 13.3% | |
| Mutual of America 203 5 Retirement Fund | Other securities | — | — | $995K | 12.2% | |
| Mutual of America 2040 Retirement Fund | Other securities | — | — | $831K | 10.2% | |
| T. Rowe Price Blue Chip Growth Fund Class I | Other securities | — | — | $701K | 8.6% | |
| Mutual of America 2050 Retirement Fund | Other securities | — | — | $665K | 8.2% | |
| Mutual of America 2030 Retirement Fund | Other securities | — | — | $636K | 7.8% | |
| Mutual of America Retirement Income Fund | Other securities | — | — | $305K | 3.7% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K | Other securities | — | — | $290K | 3.6% | |
| MacQuarie Small Cap Value 34 Vanguard Total Bond Market Index | Mutual Funds | — | — | $230K | 2.8% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | — | $178K | 2.2% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $137K | 1.7% | |
| Mutual of America 2025 Retirement Fund | Other securities | — | — | $132K | 1.6% | |
| Participant Loans Interest Rates from 8.0% to 9.5% | Bonds / Notes | — | — | $103K | 1.3% | |
| Mutual of America Mid-Cap Equity Index Fund | Common Collective Trusts | — | — | $103K | 1.3% | |
| Mutual of America 2055 Retirement Fund | Other securities | — | — | $97K | 1.2% | |
| Mutual of America 2020 Retirement Fund | Other securities | — | — | $95K | 1.2% | |
| Mutual of America 2060 Retirement Fund | Other securities | — | — | $68K | 0.8% | |
| Vanguard International Growth Fund Admiral | Mutual Funds | — | — | $65K | 0.8% | |
| Calvert US Large Cap Core Index | Other securities | — | — | $41K | 0.5% | |
| Victory RS Small Cap Growth Fund Class R6 | Other securities | — | — | $36K | 0.4% | |
| Calvert Bond Fund Class R6 | U.S. Treasuries | — | — | $35K | 0.4% | |
| Mutual of America Small Cap Equity Index Fund | Common Collective Trusts | — | — | $31K | 0.4% | |
| Mutual of America 2065 Retirement Fund | Other securities | — | — | $19K | 0.2% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | — | $6K | <0.1% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
