Joscelyn Delamar signed Unified Terminal Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unified Terminal Services LLC's EIN is 85-1772299.
Download the official 2024 Form 5500 (PDF) for Unified Terminal Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unified Terminal Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $604K | 11.2% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $543K | 10.1% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $508K | 9.4% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $494K | 9.2% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $473K | 8.8% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $400K | 7.4% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $388K | 7.2% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $218K | 4.1% | |
| MACQUARIE SMALL CAP CORE R6 | Registered Investment Companies | — | — | $169K | 3.2% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $163K | 3.0% | |
| FED HERMES US TRE CASH RES PRM | Registered Investment Companies | — | — | $158K | 2.9% | |
| VOYA LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $125K | 2.3% | |
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $122K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $115K | 2.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $115K | 2.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $89K | 1.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $65K | 1.2% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $62K | 1.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $62K | 1.2% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $60K | 1.1% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $52K | 1.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $22K | 0.4% | |
| CARILLON SCOUT MID CAP R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $4K | <0.1% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $4K | <0.1% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $4K | <0.1% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $21K |
| — |
