Janet Park signed Universal Technical Institute, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Universal Technical Institute, Inc.'s EIN is 86-0891201.
Download the official 2023 Form 5500 (PDF) for Universal Technical Institute, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Universal Technical Institute, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
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 | $205K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY | $48K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $18.3M | 11.5% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $17.3M | 10.9% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $13.3M | 8.4% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $12.3M | 7.7% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $12.1M | 7.6% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $11.6M | 7.3% | |
| TRP GROWTH STOCK I Mutual Fund | Other securities | — | — | $8.7M | 5.5% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $7.4M | 4.7% | |
| GG TRP STABLE VAL S WILMINGTON TRUST, N.A · EIN 86-1182766 / PN 655 | Common Collective Trust | — | — | $6.7M | 4.2% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $5.8M | 3.6% | |
| BAIRD CORE PLUS INST Mutual Fund | Other securities | — | — | $4.7M | 2.9% | |
| FID FDM IDX 2020 IPR Mutual Fund | Common Collective Trusts | — | — | $4.5M | 2.8% | |
| VANG CR FED MM ADM Mutual Fund | Other securities | — | — | $3.8M | 2.4% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $3.7M | 2.3% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $3.6M | 2.3% | |
| DODGE & COX STOCK I Mutual Fund | Mutual Funds | — | — | $3.3M | 2.1% | |
| Notes receivable from participants Interest at 4.25% – 9.50% | Bonds / Notes | — | — | $2.5M | 1.6% | |
| TRP MID CAP VALUE I Mutual Fund | Other securities | — | — | $2.4M | 1.5% | |
| ABF SM CAP VALUE R6 Mutual Fund | Other securities | — | — | $2.4M | 1.5% | |
| DFA INTL SMALL CO I Mutual Fund | Mutual Funds | — | — | $2.3M | 1.4% | |
| PIMCO INCOME INST Mutual Fund | Mutual Funds | — | — | $2.1M | 1.3% | |
| FID FDM IDX 2015 IPR Mutual Fund | Common Collective Trusts | — | — | $1.7M | 1.1% | |
| FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $1.4M | 0.9% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $1.3M | 0.8% | |
| DFA EMRG MKT CORE EQ Mutual Fund | Mutual Funds | — | — | $1.3M | 0.8% | |
| Fidelity Brokeragelink Self-directed | Self-Directed Brokerage | — | — | $1.3M | 0.8% | |
| DFA US SMALL CAP I Mutual Fund | Mutual Funds | — | — | $872K | 0.5% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $860K | 0.5% | |
| VANG ST INF PS IDX A Mutual Fund | Common Collective Trusts | — | — | $761K | 0.5% | |
| DFA INTL VALUE I Mutual Fund | Mutual Funds | — | — | $412K | 0.3% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $326K | 0.2% | |
| FID GOVT MMKT Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| WA CORE PLUS BOND S1 WILMINGTON TRUST, N.A. · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $33K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $13K | — |
