Eric W. Hitzelberger signed Utah del Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Utah del Inc.'s EIN is 87-0676122.
Download the official 2024 Form 5500 (PDF) for Utah del Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Utah del 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | NEW YORK, NY | BROKERAGE | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock Global Allocation Fund Mutual Fund | Other securities | — | — | $954K | 45.2% | |
| BlackRock Capital Appreciation Portfolio Mutual Fund | Other securities | — | — | $228K | 10.8% | |
| Invesco Discovery Mid Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $196K | 9.3% | |
| JP Morgan Dynamic Small Cap Fund Mutual Fund | Other securities | — | — | $164K | 7.8% | |
| Davis New York Venture Fund Mutual Fund | Other securities | — | — | $154K | 7.3% | |
| Federated Hermes International Leaders Fund Mutual Fund | Other securities | — | — | $134K | 6.4% | |
| Participant Loans principal residence) | Participant loans | — | — | $78K | 3.7% | |
| BlackRock Advantage SMID Cap Fund Mutual Fund | Other securities | — | — | $78K | 3.7% | |
| Invesco Global Allocation Fund Mutual Fund | Mutual Funds | — | — | $50K | 2.4% | |
| BlackRock International Value Fund Mutual Fund | Other securities | — | — | $43K | 2.0% | |
| Merrill Lynch Retirement Bank Account Money Market Account | Cash / Money Market | — | — | $27K | 1.3% | |
| Allspring Core Bond Fund - Class A Mutual Fund 797 Loomis Sayles Core Plus Bond Fund Mutual Fund | Other securities | — | — | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
