Kenneth McJunkins signed University Development Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Development Corp.'s EIN is 72-1027314.
Download the official 2024 Form 5500 (PDF) for University Development Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Development Corp.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $54K | — |
| HEARD MCELROY & VESTAL LLC | 72-0398470 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3046611 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $7K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $261K | 8.4% | |
| JPMorgan Eq Inc R6 | Common Stocks | — | — | $243K | 7.8% | |
| Janus Henderson Janus Henderson Gr And Inc I | Mutual Funds | — | — | $237K | 7.6% | |
| Vanguard Target Retment 2035 Fund | Mutual Funds | — | — | $219K | 7.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $216K | 6.9% | |
| Dimensional DFA Glbl Eq I | Mutual Funds | — | — | $180K | 5.8% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $170K | 5.5% | |
| American Century American Century Mid Cap Val R6 | Other securities | — | — | $143K | 4.6% | |
| Goldman Sachs Goldman Sachs Small/Md cp Gr Instl | Other securities | — | — | $138K | 4.4% | |
| MFS Intl Gr R6 | Mutual Funds | — | — | $131K | 4.2% | |
| Transamerica Trust Company Cash Reserve Account 1 Allspring Core Plus Bd Adm | Cash / Money Market | — | — | $123K | 3.9% | |
| Vanguard REIT Index Adm | Mutual Funds | — | — | $99K | 3.2% | |
| Victory Trivalent Intl Small-Cap I | Other securities | — | — | $96K | 3.1% | |
| Dimensional DFA Emerging Mkts Core Eq I | Mutual Funds | — | — | $96K | 3.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $91K | 2.9% | |
| Transamerica Capital, Inc. Transamerica Intl Eq R6 | Common Stocks | — | — | $79K | 2.6% | |
| RELIANCE/METLIFE STABLE 25053 CL 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $77K | 2.5% | |
| Vanguard Target Retment 2040 Fund | Mutual Funds | — | — | $75K | 2.4% | |
| Federated Hermes MDT Sm cp Gr IS | Other securities | — | — | $71K | 2.3% | |
| Franklin Templeton Franklin Small Cap Val R6 | Mutual Funds | — | — | $70K | 2.2% | |
| Dimensional DFA Infl-Prtctd Sec I | Mutual Funds | — | — | $68K | 2.2% | |
| Blackrock High Yield Bd Instl | Other securities | — | — | $64K | 2.0% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $55K | 1.8% | |
| Vanguard Target Retment 2025 Fund | Mutual Funds | — | — | $48K | 1.5% | |
| Vanguard Target Retment 2050 Fund | Mutual Funds | — | — | $18K | 0.6% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $16K | 0.5% | |
| Vanguard Target Retment 2020 Fund | Mutual Funds | — | — | $11K | 0.4% | |
| Weitz Short Duration Inc Instl | Common Stocks | — | — | $11K | 0.4% |
