Joseph Liberti signed UPC Holdings III Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UPC Holdings III Corp.'s EIN is 86-2331086.
Download the official 2024 Form 5500 (PDF) for UPC Holdings III Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UPC Holdings III Corp.'s plan includes a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AF TRGT DATE 2035 R6 | Other securities | — | — | $2.0M | 15.5% | |
| BROKERAGE LINK - UNIT | Self-Directed Brokerage | — | — | $2.0M | 15.4% | |
| AF TRGT DATE 2050 R6 | Other securities | — | — | $1.4M | 10.4% | |
| AF TRGT DATE 2025 R6 | Other securities | — | — | $1.3M | 10.1% | |
| AF TRGT DATE 2030 R6 | Other securities | — | — | $1.1M | 8.6% | |
| AF TRGT DATE 2040 R6 | Other securities | — | — | $1.1M | 8.2% | |
| BROKERAGELINK - COMMON STOCK | Common Stocks | — | — | $804K | 6.2% | |
| AF TRGT DATE 2020 R6 | Other securities | — | — | $467K | 3.6% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $456K | 3.5% | |
| Notes receivable from participants | Other securities | — | — | $324K | 2.5% | |
| AF TRGT DATE 2055 R6 | Other securities | — | — | $312K | 2.4% | |
| AF TRGT DATE 2060 R6 | Other securities | — | — | $255K | 2.0% | |
| AF TRGT DATE 2045 R6 | Other securities | — | — | $236K | 1.8% | |
| FID TOTAL INTL IDX | Common Collective Trusts | — | — | $221K | 1.7% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $202K | 1.5% | |
| VANG EQUITY INC ADM | Common Stocks | — | — | $192K | 1.5% | |
| BROKERAGE LINK - CASH | Self-Directed Brokerage | — | — | $132K | 1.0% | |
| FID TOTAL BOND K6 | Mutual Funds | — | — | $100K | 0.8% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $53K | 0.4% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | — | $52K | 0.4% | |
| PIF DVRSD RL AST R6 | Other securities | — | — | $51K | 0.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $47K | 0.4% | |
| JPM GLB BOND OPP R6 | Other securities | — | — | $45K | 0.3% | |
| AF TRGT DATE 2065 R6 | Other securities | — | — | $41K | 0.3% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $34K | 0.3% | |
| UM BEHAVIORAL VAL R6 | Other securities | — | — | $30K | 0.2% | |
| FID SMALL CAP GR K6 | Mutual Funds | — | — | $21K | 0.2% | |
| FID MID CAP IDX | Common Collective Trusts | — | — | $20K | 0.2% | |
| VANG CR FED MM ADM | Other securities | — | — | $19K | 0.1% | |
| FID SM CAP IDX | Common Collective Trusts | — | — | $17K | 0.1% | |
| FID GOVT MMKT K6 | Mutual Funds | — | — | $14K | 0.1% | |
| AF TRGT DATE 2015 R6 | Other securities | — | — | $9K | <0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
