Melanie McGrath signed USR Parent Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
USR Parent Inc.'s EIN is 82-1997669.
Download the official 2024 Form 5500 (PDF) for USR Parent Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)USR Parent Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $511K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | NONE | $50K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 |
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.
| — |
| NONE |
| $900 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK RUSSELL 1000 GROWTH F BLACKROCK INSTITUTIONAL TRUST CO. · EIN 94-3330725 / PN 001 | Common Collective Trust | — | $1.2M | $49.6M | 12.3% | |
| T. ROWE PRICE RETIREMENT 2045 TR-B T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | $1.1M | $42.9M | 10.6% | |
| T. ROWE PRICE RETIREMENT 2035 TR-B T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | $1.1M | $38.9M | 9.6% | |
| T. ROWE PRICE RETIREMENT 2040 TR-B T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | $1.1M | $38.3M | 9.5% | |
| T. ROWE PRICE RETIREMENT 2030 TR-B T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $1.1M | $34.6M | 8.5% | |
| Fidelity 500 Index Institutional Fund 161,954 shares | Common Collective Trusts | — | $162K | $33.1M | 8.2% | |
| T. ROWE PRICE RETIREMENT 2050 TR-B T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $688K | $25.8M | 6.4% | |
| T. ROWE PRICE RETIREMENT 2025 TR-B T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $690K | $20.0M | 4.9% | |
| Empower Stable Value Option1 Net crediting rate of 2.98% | Stable Value | — | — | $20.0M | 4.9% | |
| T. ROWE PRICE RETIREMENT 2055 TR-B T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | $533K | $20.0M | 4.9% | |
| BLACKROCK RUSSELL 1000 VALUE F BLACKROCK INSTITUTIONAL TRUST CO. · EIN 94-3330726 / PN 001 | Common Collective Trust | — | $795K | $15.6M | 3.9% | |
| T. ROWE PRICE RETIREMENT 2020 TR-B T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | $353K | $9.4M | 2.3% | |
| 1 Varying maturities with interest Participant notes receivable rates of 4.75% - 10.00% | Bonds / Notes | — | — | $8.1M | 2.0% | |
| Dodge & Cox Income Fund 600,843 shares | Mutual Funds | — | $601K | $7.4M | 1.8% | |
| SMALL CAP VALUE/VICTORY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | $113K | $6.5M | 1.6% | |
| CAPITAL GROUP EUROPACIFIC GROWTH FU EMPOWER ANNUITY INURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $482K | $5.3M | 1.3% | |
| Janus Henderson Enterprise 30,084 shares | Mutual Funds | — | $30K | $4.3M | 1.1% | |
| T. ROWE PRICE RETIREMENT 2015 TR-B T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | $169K | $4.1M | 1.0% | |
| T. ROWE PRICE RETIREMENT 2060 TR-B T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $143K | $3.4M | 0.8% | |
| PIMCO Income Institutional 244,553 shares | Mutual Funds | — | $245K | $2.6M | 0.6% | |
| Fidelity Extended Market Index 27,084 shares | Mutual Funds | — | $27K | $2.5M | 0.6% | |
| WELLINGTON CIF INTL CONTRARIAN VALU WELLINGTON TRUST COMPANY · EIN 94-9660609 / PN 001 | Common Collective Trust | — | $174K | $2.1M | 0.5% | |
| Wasatch Core Growth Institutional 16,417 shares | Other securities | — | $16K | $1.5M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $63K | $956K | 0.2% | |
| Vanguard Total International Stock Index Admiral 22,069 shares | Mutual Funds | — | $22K | $699K | 0.2% | |
| Vanguard Total Bond Market Index Admiral 66,629 shares | Mutual Funds | — | $67K | $632K | 0.2% | |
| American Funds New World 4,481 shares | Mutual Funds | — | $4K | $345K | <0.1% | |
| Party Investments Value Mutual Funds Allspring Special Mid Cap Value 767 shares $ | Other securities | — | — | $37K | <0.1% |
