PAN YAT Jennifer FUNG signed UMC Group (USA)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UMC Group (USA)'s EIN is 77-0468157.
Download the official 2024 Form 5500 (PDF) for UMC Group (USA) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UMC Group (USA)'s plan includes 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 | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments FID 500 INDEX | Common Collective Trusts | — | — | $10.0M | 22.8% | |
| Fidelity Investments FID BLUE CHIP GR | Mutual Funds | — | — | $7.7M | 17.6% | |
| Harbor Capital Advisors, Inc HARBOR CAP APP INST | Mutual Funds | — | — | $3.3M | 7.5% | |
| Fidelity Investments FID FREEDOM 2030 K | Mutual Funds | — | — | $2.5M | 5.7% | |
| MFS Investment Management MFS VALUE R4 | Mutual Funds | — | — | $2.4M | 5.4% | |
| Pacific Investment Management Company LLC PIM RAE US SM I | Common Stocks | — | — | $1.5M | 3.4% | |
| American Funds AF EUROPAC GRTH R5E | Mutual Funds | — | — | $1.4M | 3.2% | |
| American Funds AF NEW PERSPECT R5E | Mutual Funds | — | — | $1.2M | 2.8% | |
| Fidelity Investments FID TOTAL MKT IDX | Common Collective Trusts | — | — | $1.1M | 2.5% | |
| Fidelity Investments FID BALANCED K | Mutual Funds | — | — | $980K | 2.2% | |
| Pacific Investment Management Company LLC PIM TOTAL RETURN I2 | Common Stocks | — | — | $941K | 2.2% | |
| Fidelity Investments FID EXTD MKT IDX | Common Collective Trusts | — | — | $909K | 2.1% | |
| BlackRock, Inc. BLKRK GLOBAL ALLOC I | Common Stocks | — | — | $888K | 2.0% | |
| Fidelity Investments FID US BOND IDX | Common Collective Trusts | — | — | $834K | 1.9% | |
| Fidelity Investments FID FREEDOM 2025 K | Mutual Funds | — | — | $775K | 1.8% | |
| American Funds AS SPL MD CP VAL ADM | Mutual Funds | — | — | $651K | 1.5% | |
| Fidelity Investments FID FREEDOM 2035 K | Mutual Funds | — | — | $556K | 1.3% | |
| Fidelity Investments FID INTL SM CAP OPP | Mutual Funds | — | — | $550K | 1.3% | |
| Fidelity Investments FID SM CAP IDX | Common Collective Trusts | — | — | $460K | 1.1% | |
| Fidelity Investments FID FREEDOM 2045 K | Mutual Funds | — | — | $435K | 1.0% | |
| MFS Investment Management MFS MID CAP GRTH R4 | Mutual Funds | — | — | $433K | 1.0% | |
| Fidelity Investments FID FREEDOM 2040 K | Mutual Funds | — | — | $371K | 0.8% | |
| Fidelity Investments FID INTL INDEX | Mutual Funds | — | — | $296K | 0.7% | |
| Fidelity Investments FID FREEDOM 2050 K | Mutual Funds | — | — | $202K | 0.5% | |
| Notes receivable from participants Secured; Interest rate range 4.25% - 5.00% | Bonds / Notes | — | — | $47K | 0.1% | |
| Fidelity Investments FID FREEDOM 2065 K | Mutual Funds | — | — | $20K | <0.1% | |
| Fidelity Investments FID FREEDOM 2010 K ** 159 * Fidelity Investments FID FREEDOM 2020 K | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Investments FID FREEDOM 2055 K | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
