Understood for All, Inc.'s EIN is 83-2365235.
Download the official 2024 Form 5500 (PDF) for Understood for All, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Understood for All, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PLAN CONSULTANTS, LLC | 20-0223513 | — | TPA SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S UNITS Vangrd Trgt Retire 2045 Fd | Mutual Funds | — | $100K | $3.0M | 21.6% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | $3K | $1.8M | 13.1% | |
| Vangrd Trgt Retire 2050 Fd | Other securities | — | $32K | $1.6M | 11.7% | |
| Vangrd Trgt Retire 2040 Fd | Other securities | — | $32K | $1.4M | 10.0% | |
| Vangrd Trgt Retire 2055 Fd | Other securities | — | $21K | $1.2M | 8.6% | |
| Vangrd Trgt Retire 2060 Fd | Other securities | — | $15K | $771K | 5.6% | |
| Vangrd Trgt Retire 2030 Fd | Other securities | — | $19K | $728K | 5.3% | |
| Vangrd Trgt Retire 2035 Fd | Other securities | — | $22K | $521K | 3.8% | |
| Vanguard Tot Int Stock In F Adm | Mutual Funds | — | $13K | $414K | 3.0% | |
| Vanguard Mid-Cap Index Fund 931 | Common Collective Trusts | — | — | $304K | 2.2% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | $2K | $230K | 1.7% | |
| Cohen & Steers Real Estate Secs Fund Z | Other securities | — | $12K | $200K | 1.5% | |
| Vangrd Trgt Retire 2065 Fd | Other securities | — | $6K | $199K | 1.4% | |
| JPMorgan Lrg Cap Growth Fund R6 | Other securities | — | $2K | $194K | 1.4% | |
| American Funds New World R6 | Mutual Funds | — | $2K | $190K | 1.4% | |
| PGIM High Yield Fund R6 | Other securities | — | $36K | $174K | 1.3% | |
| INVESTMENT CONTRACT WITH INSURANCE COMPANY * Voya Fixed Account, at Contract Value | Common Stocks | — | — | $165K | 1.2% | |
| TRwPr LCG Fnd I | Other securities | — | $2K | $132K | 1.0% | |
| American Funds Bond Fund America R6 | Mutual Funds | — | $11K | $127K | 0.9% | |
| Vangrd Trgt Retire 2025 Fd | Other securities | — | $5K | $98K | 0.7% | |
| American Funds EuroPacific Grw R6 | Mutual Funds | — | $2K | $90K | 0.7% | |
| Calv US Lg Cp Cr Rsp In F R6 | Other securities | — | $1K | $70K | 0.5% | |
| DFA Real Estate Secs Port Ins. | Mutual Funds | — | $2K | $67K | 0.5% | |
| Voya Gv Money Market | Cash / Money Market | — | $41K | $41K | 0.3% | |
| Victory Sycmr Est Vl Fund R6 593 | Other securities | — | — | $27K | 0.2% | |
| DFA Inflat-Prot Securities Port Inst. | Mutual Funds | — | $2K | $21K | 0.1% | |
| MFS Value Fund R6 421 | Mutual Funds | — | — | $20K | 0.1% | |
| Vangrd Trgt Retire Inc Fd | Common Stocks | — | $1K | $18K | 0.1% | |
| Pioneer Bond Fund K | Other securities | — | $1K | $12K | <0.1% | |
| JPMorgan Small Cap Growth Fund R6 471 | Other securities | — | — | $11K | <0.1% | |
| DFA US Targeted VI Port Ins 228 | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
