McKensie Jeffery signed Universal Athletic Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Universal Athletic Services, Inc.'s EIN is 81-0340377.
Download the official 2024 Form 5500 (PDF) for Universal Athletic Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Universal Athletic Services, Inc.'s plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| EMPOWER ANNUITY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $863 | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.7M | 97.1% | |
| BLACKROCK US DEBT INDEX FD R GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $1.2M | 13.3% | |
| BLACKROCK EQUIT INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $970K | 10.8% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $686K | 7.6% | |
| BLACKROCK MID CAP EQUITY INDEXFUNDR GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $330K | 3.7% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $249K | 2.8% | |
| PUTNAM SMLL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $142K | 1.6% | |
| LORD ABBETTSMALLCAPGROWTH TRUSTIILH GREAT GRAY · EIN 38-4139856 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FRANKLIN SMLL CAPVALUETRUST CT R GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $0 | <0.1% |
| LEAFHOUSE FINANCIAL ADVISORS LLC | — | AUSTIN, TX | OTHER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANNAH BRANDT LLC | — | BOZEMAN, MT | CONTRACT ADMIN | $12K | — |
