Kelly Rucker signed Ultium Cells, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ultium Cells, LLC's EIN is 84-4244377.
Download the official 2024 Form 5500 (PDF) for Ultium Cells, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ultium Cells, 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $3.2M | 12.9% | |
| Fidelity 500 Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $2.8M | 11.5% | |
| Fidelity Freedom Index 2065 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $2.5M | 10.1% | |
| Fidelity Freedom Index 2060 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $2.4M | 9.6% | |
| Fidelity Freedom Index 2055 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $2.0M | 8.2% | |
| Fidelity Freedom Index 2045 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $1.9M | 7.7% | |
| Fidelity Freedom Index 2035 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $1.8M | 7.4% | |
| Fidelity Freedom Index 2050 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $1.5M | 6.3% | |
| JPMorgan Growth Advantage Fund Interest in registered investment companies xx | Other securities | — | — | $1.5M | 6.2% | |
| Fidelity Freedom Index 2030 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $1.1M | 4.3% | |
| Participant Loans Interest rates ranging from 5% to 9.5% with varying - | Bonds / Notes | — | — | $492K | 2.0% | |
| Columbia Contrarian Core Fund Interest in registered investment companies xx | Other securities | — | — | $422K | 1.7% | |
| Fidelity Freedom Index 2025 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $400K | 1.6% | |
| JPMorgan Mid Cap Growth Fund Interest in registered investment companies xx | Other securities | — | — | $276K | 1.1% | |
| Fidelity Mid Cap Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $258K | 1.1% | |
| Eaton Vance Income Fund of Boston Interest in registered investment companies xx | Other securities | — | — | $217K | 0.9% | |
| Fidelity Small Cap Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $191K | 0.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $171K | 0.7% | |
| American Century Disciplined Core Value Interest in registered investment companies xx | Other securities | — | — | $122K | 0.5% | |
| ClearBridge Small Cap Growth Fund Interest in registered investment companies xx | Other securities | — | — | $97K | 0.4% | |
| JPMorgan Small Cap Value Fund Interest in registered investment companies xx | Other securities | — | — | $90K | 0.4% | |
| Fidelity International Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $82K | 0.3% | |
| Fidelity Advisor Value Fund Interest in registered investment companies xx | Mutual Funds | — | — | $79K | 0.3% | |
| Franklin Convertible Securities Fund Interest in registered investment companies xx | Mutual Funds | — | — | $46K | 0.2% | |
| PIMCO Real Return Fund Interest in registered investment companies xx | Mutual Funds | — | — | $39K | 0.2% | |
| American Funds New World Fund Interest in registered investment companies xx | Mutual Funds | — | — | $36K | 0.1% | |
| PIMCO Commodity Real Return Strategy Fund Interest in registered investment companies xx | Mutual Funds | — | — | $33K | 0.1% | |
| Fidelity Freedom Index 2015 Fund Interest in registered investment companies xx 931 * Fidelity Freedom Index 2020 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $30K | 0.1% | |
| Fidelity Emerging Markets Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $16K | <0.1% | |
| BlackRock Inflation Protected Bond Fund Interest in registered investment companies xx | Other securities | — | — | $15K | <0.1% | |
| PIMCO Investment Grade Credit Bond Fund Interest in registered investment companies xx | U.S. Treasuries | — | — | $12K | <0.1% | |
| Fidelity Freedom Index Retirement Fund Interest in registered investment companies xx | Mutual Funds | — | — | $10K | <0.1% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $9K | <0.1% | |
| PIMCO Global Advantage Strategy Bond Fund Interest in registered investment companies xx | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2070 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Freedom Index 2010 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
