Mary Raether signed URUS Group LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
URUS Group LP's EIN is 83-2013330.
Download the official 2024 Form 5500 (PDF) for URUS Group LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)URUS Group LP's plan includes automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, 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 | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP LLC | 27-3463733 | — | ADVISOR | $89K | — |
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