Kathleen Valenti signed Unicon, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unicon, Inc.'s EIN is 86-0731129.
Download the official 2024 Form 5500 (PDF) for Unicon, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unicon, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HAYS FINANCIAL GROUP, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $5.2M | 20.0% | |
| 6 Fidelity FREEDOM INDEX 2035 INVESTOR | Mutual Funds | — | — | $4.0M | 15.6% | |
| 7 Fidelity FREEDOM INDEX 2040 INVESTOR | Mutual Funds | — | — | $3.5M | 13.6% | |
| 8 Fidelity FREEDOM INDEX 2045 INVESTOR | Mutual Funds | — | — | $2.7M | 10.6% | |
| 5 Fidelity FREEDOM INDEX 2030 INVESTOR | Mutual Funds | — | — | $2.4M | 9.1% | |
| 4 Fidelity FREEDOM INDEX 2025 INVESTOR | Mutual Funds | — | — | $1.9M | 7.5% | |
| 9 Fidelity FREEDOM INDEX 2050 INVESTOR | Mutual Funds | — | — | $1.0M | 4.0% | |
| LARGE CAP GROWTH III FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 435 | Pooled Separate Account | — | — | $938K | 3.6% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $644K | 2.5% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $554K | 2.1% | |
| 10 Fidelity FREEDOM INDEX 2055 INVESTOR | Mutual Funds | — | — | $520K | 2.0% | |
| 11 Fidelity FREEDOM INDEX 2060 INVESTOR | Mutual Funds | — | — | $484K | 1.9% | |
| 3 Fidelity FREEDOM INDEX 2020 INVESTOR | Mutual Funds | — | — | $408K | 1.6% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $380K | 1.5% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $254K | 1.0% | |
| MORLEY STABLE VALUE CL 25 - I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $224K | 0.9% | |
| s 1 BlackRock EMERGING MKTS K | Mutual Funds | — | — | $125K | 0.5% | |
| 16 Janus Henderson JANUS HENDERSON VENURE N | Mutual Funds | — | — | $109K | 0.4% | |
| 12 Fidelity FREEDOM INDEX INCOME INVESTOR | Mutual Funds | — | — | $86K | 0.3% | |
| 14 Franklin SMALL CAP VALUE R6 | Mutual Funds | — | — | $85K | 0.3% | |
| 2 Diamond Hill DIAMOND HILL LARGE CAP A | Other securities | — | — | $84K | 0.3% | |
| BLACKROCK U.S. DEBT INDEX FD R GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $65K | 0.3% | |
| Plan participants TO 9.50% | Bonds / Notes | — | — | $57K | 0.2% | |
| 13 Fidelity INTL CPTL APPREC K6 | Mutual Funds | — | — | $12K | <0.1% | |
| 15 Invesco REAL ESTATE R6 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MINNEAPOLIS, MN |
| INVESTMENT ADVISOR |
| $23K |
| — |
