Jonathan Hersam signed United Dairymen of Arizona's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Dairymen of Arizona's EIN is 86-0098125.
Download the official 2022 Form 5500 (PDF) for United Dairymen of Arizona from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)United Dairymen of Arizona'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON INVESTMENT ADVISORS, LLC | 20-8874282 | — | INVESTMENT ADVISORY | $36K | — |
| CREATIVE PLANNING, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RT TR FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $23.0M | 63.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.1M | 11.1% | |
| Fidelity 500 Index Fd Mutual Fund | Common Collective Trusts | — | — | $1.6M | 4.4% | |
| JP Morgan Equity Income R6 Fd Mutual Fund | Other securities | — | — | $1.2M | 3.4% | |
| Fidelity Small Cap Index Fd Mutual Fund | Mutual Funds | — | — | $996K | 2.7% | |
| Fidelity Mid Cap Index Fd Mutual Fund | Mutual Funds | — | — | $934K | 2.6% | |
| Participant Loans Maturity: 2023-2037 | Participant loans | — | — | $743K | 2.0% | |
| SCHWAB INDEXED RT TR FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $708K | 1.9% | |
| SCHWAB INDEXED RT TR FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $582K | 1.6% | |
| SCHWAB INDEXED RT TR FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $519K | 1.4% | |
| SCHWAB INDEXED RT TR FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $405K | 1.1% | |
| Fidelity International Index Fd Mutual Fund | Mutual Funds | — | — | $401K | 1.1% | |
| SCHWAB INDEXED RT TR FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $238K | 0.7% | |
| SCHWAB INDEXED RT TR FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $220K | 0.6% | |
| SCHWAB INDEXED RT TR FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $202K | 0.6% | |
| AB Large Cap Growth Z Fd Mutual Fund | Mutual Funds | — | — | $132K | 0.4% | |
| American Century Small Cap Value R6 Fd Mutual Fund | Other securities | — | — | $102K | 0.3% | |
| (E) | Other securities | — | — | $88K | 0.2% | |
| SCHWAB INDEXED RT TR FD 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $88K | 0.2% | |
| Fidelity US Bond Index Fd Mutual Fund | Mutual Funds | — | — | $71K | 0.2% | |
| SCHWAB INDEXED RT TR FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $55K | 0.2% | |
| MFS International Diversification R6 Fd Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| PIMCO Income Institutional Fd Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Janushenderson Triton N Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| (E) | Other securities | — | — | $5K | <0.1% | |
| Baird Core Plus Bond I Fund Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| SCHWAB INDEXED RT TR FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $13 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1270780 |
| — |
| INVESTMENT ADVISORY |
| $30K |
| — |
