Kathy Williams signed Uniloy, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Uniloy, Inc.'s EIN is 83-4499291.
Download the official 2024 Form 5500 (PDF) for Uniloy, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Uniloy, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TGT RMT 2035 INV FUND | Mutual Funds | — | — | $2.6M | 16.1% | |
| VANGUARD TGT RMT 2030 INV FUND | Mutual Funds | — | — | $1.8M | 11.2% | |
| VANGUARD TGT RMT 2040 INV FUND | Mutual Funds | — | — | $1.2M | 7.4% | |
| VANGUARD TGT RMT 2050 INV FUND | Mutual Funds | — | — | $1.2M | 7.1% | |
| VANGUARD TGT RMT 2025 INV FUND | Mutual Funds | — | — | $1.1M | 6.8% | |
| VANGUARD TGT RMT 2055 INV FUND | Mutual Funds | — | — | $1.0M | 6.1% | |
| VANGUARD 500 INDEX ADMIRAL FD | Common Collective Trusts | — | — | $943K | 5.7% | |
| VANGUARD TGT RMT 2045 INV FUND | Mutual Funds | — | — | $890K | 5.4% | |
| VANGUARD TGT RMT 2020 INV FUND | Mutual Funds | — | — | $745K | 4.5% | |
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | — | $648K | 3.9% | |
| VANGUARD GROWTH INDEX ADM FUND | Mutual Funds | — | — | $482K | 2.9% | |
| VANGUARD MIDCAP VAL IDX ADM FD | Common Collective Trusts | — | — | $433K | 2.6% | |
| VANGUARD TGT RMT 2060 INV FUND | Mutual Funds | — | — | $430K | 2.6% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $349K | 2.1% | |
| BNYM DYNAMIC VALUE Y FUND | Other securities | — | — | $333K | 2.0% | |
| Notes receivable from participants | Other securities | — | — | $296K | 1.8% | |
| VANGUARD VALUE INDEX ADM FUND | Mutual Funds | — | — | $230K | 1.4% | |
| VANGUARD TTL BD MKT IDX ADM FD | Common Collective Trusts | — | — | $227K | 1.4% | |
| VANGUARD MIDCP GRTH IDX ADM FD | Common Collective Trusts | — | — | $212K | 1.3% | |
| VGD TTL INTL STK IDX ADM FD | Common Collective Trusts | — | — | $172K | 1.0% | |
| VANGUARD SM CAP GR IDX ADM FD | Common Collective Trusts | — | — | $166K | 1.0% | |
| AMERICAN FUNDS NEWPRSP R6 FND | Mutual Funds | — | — | $158K | 1.0% | |
| DFA INFL PROTECTED SEC I FUND | Mutual Funds | — | — | $124K | 0.8% | |
| VANGUARD SM CAP VAL IDX ADM FD | Common Collective Trusts | — | — | $115K | 0.7% | |
| SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $107K | 0.6% | |
| FIDELITY SM CAP INDEX FUND | Common Collective Trusts | — | — | $98K | 0.6% | |
| JP MORGAN MID CAP GROWTH R6 FD | Other securities | — | — | $96K | 0.6% | |
| VANGUARD TGT RMT INC INV FUND | Mutual Funds | — | — | $91K | 0.6% | |
| VANGUARD TGT RMT 2065 INV FUND | Mutual Funds | — | — | $48K | 0.3% | |
| VANGUARD TGT RMT 2070 INV FUND | Mutual Funds | — | — | $45K | 0.3% | |
| JANUS HENDERSON DVLP WRLD BD N | Mutual Funds | — | — | $28K | 0.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $20K | 0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
