Jonathan Hersam signed United Dairymen of Arizona's 2024 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 2024 Form 5500 (PDF) for United Dairymen of Arizona from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 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 | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISORY | $59K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant Loans | Participant loans | — | — | $10.1M | 20.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.3M | 12.9% | |
| VANGUARD TGT RMT 2045 INV FUND | Mutual Funds | — | — | $5.3M | 10.8% | |
| VANGUARD TGT RMT 2040 INV FUND | Mutual Funds | — | — | $4.3M | 8.7% | |
| VANGUARD TGT RMT 2050 INV FUND | Mutual Funds | — | — | $4.0M | 8.2% | |
| VANGUARD TGT RMT 2030 INV FUND | Mutual Funds | — | — | $4.0M | 8.0% | |
| COLUMBIA TR DIV INC INST 300 | Common Stocks | — | — | $3.5M | 7.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $3.5M | 7.2% | |
| VANGUARD TGT RMT 2035 INV FUND | Mutual Funds | — | — | $3.4M | 6.8% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.5M | 3.1% | |
| VANGUARD TGT RMT 2060 INV FUND | Mutual Funds | — | — | $1.2M | 2.4% | |
| VANGUARD TGT RMT 2055 INV FUND | Mutual Funds | — | — | $1.1M | 2.3% | |
| JP MORGAN LARGE CAP GR R6 FD | Other securities | — | — | $963K | 2.0% | |
| GALLIARD STABLE RETURN E | Other securities | — | — | $768K | 1.6% | |
| PRIN SMALLCAP VALUE II R6 FD | Other securities | — | — | $646K | 1.3% | |
| VANGUARD TGT RMT 2070 INV FUND | Mutual Funds | — | — | $507K | 1.0% | |
| VANGUARD TGT RMT 2020 INV FUND | Mutual Funds | — | — | $500K | 1.0% | |
| FIAM CR PL COMM PL CLASS I CIT FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $464K | 0.9% | |
| GREATGRAY TRUST EURO GROWTH CT | Other securities | — | — | $464K | 0.9% | |
| Principal Stable Value Z Fund | Stable Value | — | — | $173K | 0.4% | |
| VANGUARD TGT RMT INC INV FUND | Mutual Funds | — | — | $101K | 0.2% | |
| COLUMBIA TR DIV INC INST 300 AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 225 | Common Collective Trust | — | — | $56K | 0.1% | |
| FIAM CR PL COMM PL CLASS I CIT | Common Collective Trusts | — | — | $56K | 0.1% | |
| FIDELITY TOTAL INT IDX FUND | Common Collective Trusts | — | — | $38K | <0.1% | |
| GREATGRAY TRUST EURO GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $38K | <0.1% | |
| FIDELITY EXTENDED MKT IDX FD | Common Collective Trusts | — | — | $14K | <0.1% | |
| FIDELITY SMALL CAP GRWTH K6 FD | Mutual Funds | — | — | $5K | <0.1% | |
| GALLIARD STABLE RETURN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| VANGUARD TGT RMT 2065 INV FUND | Mutual Funds | — | — | $2K | <0.1% | |
| VANGUARD TGT RMT 2025 INV FUND | Mutual Funds | — | — | $635 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $0 | <0.1% | |
| SCHWAB INDEXED RT TR FD 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% |
