Mabelle Gonzalez signed United Data Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Data Technologies, Inc.'s EIN is 65-0566138.
Download the official 2024 Form 5500 (PDF) for United Data Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Data Technologies, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $21K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.3M | 17.7% | |
| Fidelity Investments Fidelity Blue Chip Growth | Mutual Funds | — | — | $3.1M | 12.9% | |
| Fidelity Investments Fidelity Freedom 2040 | Mutual Funds | — | — | $2.9M | 11.8% | |
| Fidelity Investments Fidelity Freedom 2045 | Mutual Funds | — | — | $2.9M | 11.8% | |
| Fidelity Investments Fidelity Freedom 2035 | Mutual Funds | — | — | $2.0M | 8.1% | |
| Fidelity Investments Fidelity Freedom 2050 | Mutual Funds | — | — | $1.3M | 5.5% | |
| Fidelity Investments Fidelity Freedom 2030 | Mutual Funds | — | — | $1.3M | 5.3% | |
| Fidelity Investments Fidelity Extended Market Index | Mutual Funds | — | — | $868K | 3.6% | |
| Premium Columbia Dividend Income Fund Class | Other securities | — | — | $736K | 3.0% | |
| Fidelity Investments Fidelity Freedom 2055 | Mutual Funds | — | — | $490K | 2.0% | |
| Fidelity Investments Fidelity Emerging Markets | Mutual Funds | — | — | $487K | 2.0% | |
| Fidelity Investments Fidelity Freedom 2025 | Mutual Funds | — | — | $424K | 1.7% | |
| Notes Receivable from Interest rates ranging from 4.25% to $-- | Bonds / Notes | — | — | $422K | 1.7% | |
| Columbia Overseas Value Fund I3 | Other securities | — | — | $408K | 1.7% | |
| Fidelity Investments Fidelity Total Bond Fund | Mutual Funds | — | — | $404K | 1.7% | |
| Fidelity Investments Fidelity Freedom 2020 | Mutual Funds | — | — | $367K | 1.5% | |
| Allspring Special Allspring Special Mid Cap Value Fund - | Other securities | — | — | $354K | 1.4% | |
| Class A * Fidelity Investments Fidelity Global EX US Index Fund | Common Collective Trusts | — | — | $323K | 1.3% | |
| Fidelity Investments Fidelity Freedom 2060 | Mutual Funds | — | — | $283K | 1.2% | |
| Fidelity Investments Fidelity Small Cap Index Premium | Mutual Funds | — | — | $230K | 0.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $206K | 0.8% | |
| Fidelity Investments Fidelity International Capital | Mutual Funds | — | — | $127K | 0.5% | |
| Appreciation K6 Fund * Fidelity Investments Fidelity Freedom 2065 | Mutual Funds | — | — | $118K | 0.5% | |
| Janus Henderson Janus Henderson Triton Fund Class N | Mutual Funds | — | — | $116K | 0.5% | |
| Fidelity Investments Fidelity Capital & Income Fund | Mutual Funds | — | — | $67K | 0.3% | |
| Fidelity Investments Fidelity US Bond Index Investor | Mutual Funds | — | — | $59K | 0.2% | |
| Janus Henderson Janus Henderson Developed World Bond | Mutual Funds | — | — | $28K | 0.1% | |
| N * Fidelity Investments Fidelity Freedom Income | Mutual Funds | — | — | $27K | 0.1% | |
| Fidelity Investments Fidelity Inflation-Protected Bond | Mutual Funds | — | — | $26K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $10K |
| — |
| UNITED CAPITAL FINANCIAL ADVISERS | 27-0493248 | — | ADVISOR | $9K | — |
