JOSH Stone signed Urban Plates, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Urban Plates, LLC's EIN is 83-1638158.
Download the official 2024 Form 5500 (PDF) for Urban Plates, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Urban Plates, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Investment Fund | Mutual Funds | — | — | $272K | 16.8% | |
| Vanguard Target Retirement 2035 Investment Fund | Mutual Funds | — | — | $271K | 16.7% | |
| Fidelity 500 IndexFund | Common Collective Trusts | — | — | $176K | 10.9% | |
| Vanguard Target Retirement 2030 Investment Fund | Mutual Funds | — | — | $163K | 10.0% | |
| Vanguard Target Retirement 2020 Investment Fund ** 44 Vanguard Target Retirement 2025 Investment Fund | Mutual Funds | — | — | $132K | 8.1% | |
| Vanguard Target Retirement 2045 Investment Fund | Mutual Funds | — | — | $116K | 7.1% | |
| Vanguard Target Retirement 2055 Investment Fund | Mutual Funds | — | — | $78K | 4.8% | |
| Vanguard Target Retirement 2040 Investment Fund | Mutual Funds | — | — | $71K | 4.4% | |
| Fidelity Total International IndexFund | Mutual Funds | — | — | $50K | 3.1% | |
| Notes receivable from participants Interest Rates - 5.25% - 10.50% - | Bonds / Notes | — | — | $40K | 2.4% | |
| Vanguard Target Retirement Income Investment Fund | Mutual Funds | — | — | $38K | 2.3% | |
| Allspring Special Mid Cap Value Fund - Class R6 ** 14 Federated Hermes Federated Hermes Kaufmann Small Cap R6 ** 20 MFS Growth R6 Fund | Mutual Funds | — | — | $35K | 2.1% | |
| Vanguard Target Retirement 2060 Investment Fund | Mutual Funds | — | — | $29K | 1.8% | |
| Voya Retirement Insurance & Annuity Company Voya Fixed Account | Common Stocks | — | — | $27K | 1.7% | |
| Fidelity US Bond IndexFund | Mutual Funds | — | — | $24K | 1.5% | |
| Vanguard Target Retirement 2065 Investment Fund | Mutual Funds | — | — | $22K | 1.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $20K | 1.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $15K | 0.9% | |
| MFS International Diversification R6 Fund | Mutual Funds | — | — | $11K | 0.7% | |
| PGIM Total Return Bond R6 Fund | Other securities | — | — | $10K | 0.6% | |
| BlackRock Mid-Cap Growth Equity K Fund ** 877 Cohen & Steers Cohen & Steers Institutional Realty Shares | Other securities | — | — | $5K | 0.3% | |
| American Funds American Funds New World R6 Fund | Mutual Funds | — | — | $4K | 0.2% | |
| PIMCO Income Fund - Institutional Class | Mutual Funds | — | — | $3K | 0.2% | |
| Columbia Dividend Income Fund - Institutional 3 Class | Other securities | — | — | $2K | 0.1% | |
| JPMorgan Small Cap Value Fund - Class R6 Shares | Other securities | — | — | $2K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
