Madeline Cashdollar signed United Claim Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Claim Solutions, LLC's EIN is 81-5130313.
Download the official 2024 Form 5500 (PDF) for United Claim Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Claim Solutions, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS | 20-4553256 | — | INVESTMENT ADVISORY | $21K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.8M | 20.7% | |
| Loomis Sayles Loomis Sayles Core Plus Bond N Fund | Other securities | — | — | $2.0M | 14.5% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.5M | 11.0% | |
| T. Rowe Price Funds T. Rowe Price Large Cap Growth Fund I Class | Other securities | — | — | $1.3M | 9.7% | |
| MFS Investment Management MFS Value Fund Class R6 | Mutual Funds | — | — | $1.2M | 8.6% | |
| T. Rowe Price Funds T. Rowe Price Overseas Stock Fund I Class | Other securities | — | — | $939K | 7.0% | |
| EMERGING MARKETS R1 FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $855K | 6.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $583K | 4.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $571K | 4.2% | |
| Dimensional Fund Advisors DFA US Targeted Value Portfolio Institutional Class | Mutual Funds | — | — | $379K | 2.8% | |
| MFS Investment Management MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $343K | 2.5% | |
| MFS Investment Management MFS Mid-Cap Growth Fund Class R6 | Mutual Funds | — | — | $312K | 2.3% | |
| Alliance Bernstein AB Small Cap Growth Portfolio Class Z | Other securities | — | — | $300K | 2.2% | |
| Participants 7.50% to 10.50%; maturing through 2039 | Bonds / Notes | — | — | $252K | 1.9% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $61K | 0.4% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $47K | 0.3% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund, Inc. Class Z | Common Stocks | — | — | $27K | 0.2% | |
| Fidelity Investments Fidelity Emerging Market Index Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GRWTH FUND IV CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
