Nicole Chaput signed UKG Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UKG Inc.'s EIN is 65-0694077.
Download the official 2024 Form 5500 (PDF) for UKG Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UKG Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $1.1M | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| FIAM INDEX TARGET DATE 2035 Y FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $275.0M | 13.9% | |
| SPARTAN 500 INDEX POOL E GEODE CAPITAL MANAGEMENT · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $258.6M | 13.1% | |
| FIAM INDEX TARGET DATE 2040 Y FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $214.9M | 10.9% | |
| FIAM INDEX TARGET DATE 2030 Y FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $203.2M | 10.3% | |
| FIAM INDEX TARGET DATE 2045 Y FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $174.0M | 8.8% | |
| FIAM INDEX TARGET DATE 2050 Y FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $154.4M | 7.8% | |
| FIAM INDEX TARGET DATE 2055 Y FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $111.2M | 5.6% | |
| T.ROWE PRICE BLUE CHIP GROWTH FUND (IS) Variable Annuity Fund | Other securities | — | — | $105.9M | 5.4% | |
| FIAM INDEX TARGET DATE 2025 Y FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $78.0M | 3.9% | |
| FIAM INDEX TARGET DATE 2025 Y Common/Collective Trusts | Common Collective Trusts | — | — | $78.0M | 3.9% | |
| SPARTAN EXTENDED MARKET INDEX POOL GEODE CAPITAL MANAGEMENT · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $52.5M | 2.7% | |
| FIAM INDEX TARGET DATE 2060 Y FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $48.2M | 2.4% | |
| DIAMOND HILL LARGE CAP PORT FEE CL GREAT GRAY TRUST COMPANY · EIN 20-4705609 / PN 203 | Common Collective Trust | — | — | $31.5M | 1.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $28.8M | 1.5% | |
| VANGUARD FEDERAL MONEY MARKET INV Mutual Funds | Mutual Funds | — | — | $26.5M | 1.3% | |
| EMPOWER SDB Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $26.1M | 1.3% | |
| FIAM INDEX TARGET DATE 2020 Y FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $25.3M | 1.3% | |
| SPARTAN TOTAL INT INDEX POOL CLASS FIDELITY COLLECTIVE TRUST FUNDS · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $25.1M | 1.3% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT R2 WILMINGTON TRUST · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $23.6M | 1.2% | |
| maturing through 2036 $ - | Other securities | — | — | $19.1M | 1.0% | |
| FIDELITY US BOND INDEX Mutual Funds | Mutual Funds | — | — | $17.8M | 0.9% | |
| FIAM INDEX TARGET DATE 2065 Y FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $17.8M | 0.9% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 94-3380378 / PN 001 | Common Collective Trust | — | — | $17.5M | 0.9% | |
| HARBOR SMALL CAP VALUE RETIREMENT Mutual Funds | Other securities | — | — | $17.2M | 0.9% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA Variable Annuity Fund | Common Stocks | — | — | $15.9M | 0.8% | |
| FIAM INDEX TARGET DATE 2015 Y FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $3.2M | 0.2% | |
| Fidelity FIAM Index Target Date Income Y N/A | Mutual Funds | — | — | $2.7M | 0.1% | |
| FIAM INDEX TARGET DATE INCOME Y FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 025 | Common Collective Trust | — | — | $2.7M | 0.1% | |
| EMPOWER SDB ROTH Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $2.0M | 0.1% | |
| FIAM INDEX TARGET DATE 2010 Y FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $1.4M | <0.1% | |
| FIAM INDEX TARGET DATE 2005 Y FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK GATEWAY · EIN 47-1246942 / 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.
| FIDUCIENT ADVISORS LLC |
| 36-4001764 |
| — |
| NONE |
| $70K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAY GRAY & GRAY LLP | 42-0883680 | — | NONE | $30K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $3K | — |
