James White signed UNIT Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UNIT Corporation's EIN is 73-1283193.
Download the official 2024 Form 5500 (PDF) for UNIT Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UNIT Corporation'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NT S&P 500 INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $6.4M | 11.4% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $6.0M | 10.7% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $4.3M | 7.7% | |
| New York Life Insurance Company New York Life Anchor Account | Common Stocks | — | — | $4.3M | 7.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $4.2M | 7.4% | |
| NT S&P 400 INDEX PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Common Collective Trust | — | — | $3.6M | 6.5% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $3.3M | 6.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.9M | 5.1% | |
| BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $2.7M | 4.8% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $2.2M | 3.9% | |
| BlackRock Mid Cap Growth Equity L1 | Other securities | — | — | $1.6M | 2.8% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.6M | 2.8% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.6M | 2.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.5M | 2.7% | |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 | Other securities | — | — | $1.5M | 2.7% | |
| Northern Trust Russell 2000 Index Fund | Common Collective Trusts | — | — | $1.5M | 2.6% | |
| NT RUSS 2000 IDX NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $1.5M | 2.6% | |
| MFS Value R6 Fund | Mutual Funds | — | — | $1.4M | 2.6% | |
| Allspring Special Small Cap Value R6 Fund | Other securities | — | — | $1.3M | 2.4% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $857K | 1.5% | |
| NT AGGREG BOND INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $747K | 1.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $728K | 1.3% | |
| Principal Small Cap Growth Fund I Class R6 Fund | Other securities | — | — | $600K | 1.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $242K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $229K | 0.4% | |
| NT ACWI EX-US INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $137K | 0.2% | |
| Fully benefit-responsive investment contracts Principal Life Insurance Company Guaranteed Interest Balance Contract | Common Stocks | — | — | $123K | 0.2% | |
| Unit Corporation Unit Corporation Warrants | Common Stocks | — | — | $60K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
