ERIN Chalfin signed Ultisat Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ultisat Inc.'s EIN is 82-0580632.
Download the official 2024 Form 5500 (PDF) for Ultisat Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ultisat Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2030 Fund | Mutual Funds | — | — | $5.6M | 19.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.7M | 13.2% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $3.0M | 10.5% | |
| Fidelity Advisor Freedom 2040 Fund | Mutual Funds | — | — | $3.0M | 10.5% | |
| Fidelity Advisor Freedom 2050 Fund | Mutual Funds | — | — | $1.9M | 6.8% | |
| Fidelity Advisor Freedom 2045 Fund | Mutual Funds | — | — | $1.7M | 6.1% | |
| Fidelity Advisor Freedom 2035 Fund | Mutual Funds | — | — | $1.4M | 4.9% | |
| Fidelity Advisor Freedom 2025 Fund | Mutual Funds | — | — | $1.2M | 4.3% | |
| Fidelity Advisor Freedom 2020 Fund | Mutual Funds | — | — | $1.1M | 4.0% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $660K | 2.3% | |
| Fidelity Advisor Freedom 2055 Fund | Mutual Funds | — | — | $610K | 2.2% | |
| Fidelity Advisor Freedom 2015 Fund 89 * Fidelity Advisor Freedom Income Fund | Mutual Funds | — | — | $486K | 1.7% | |
| Invesco Diversified Dividend Fund | Mutual Funds | — | — | $439K | 1.6% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $422K | 1.5% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $374K | 1.3% | |
| Fidelity Advisor Small Cap Growth Fund | Mutual Funds | — | — | $360K | 1.3% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $339K | 1.2% | |
| Self-Directed Brokerage Accounts Brokerage Link | Self-Directed Brokerage | — | — | $338K | 1.2% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $318K | 1.1% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $233K | 0.8% | |
| Fidelity Advisor Freedom 2060 Fund | Mutual Funds | — | — | $221K | 0.8% | |
| Western Asset Core Bond Fund | Other securities | — | — | $192K | 0.7% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $163K | 0.6% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $138K | 0.5% | |
| maturities through 2029 | Other securities | — | — | $126K | 0.4% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $92K | 0.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $79K | 0.3% | |
| Fidelity Advisor Freedom 2065 Fund | Mutual Funds | — | — | $37K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | 83-0414789 | — | ACCOUNTANT/AUDITOR | $21K | — |
