Jessica Clarke signed Executech Utah, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Executech Utah, LLC's EIN is 87-0679653.
Download the official 2024 Form 5500 (PDF) for Executech Utah, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Executech Utah, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY ADV FREEDOM 2035 K6 | Registered Investment Companies | — | — | $1.3M | 15.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $933K | 11.1% | |
| FIDELITY ADV FREEDOM 2040 K6 | Registered Investment Companies | — | — | $809K | 9.6% | |
| FIDELITY ADV FREEDOM 2025 K6 | Registered Investment Companies | — | — | $802K | 9.5% | |
| FIDELITY ADV FREEDOM 2045 K6 | Registered Investment Companies | — | — | $788K | 9.4% | |
| FIDELITY ADV FREEDOM 2055 K6 | Registered Investment Companies | — | — | $749K | 8.9% | |
| FIDELITY ADV FREEDOM 2050 K6 | Registered Investment Companies | — | — | $589K | 7.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $459K | 5.5% | |
| FIDELITY ADV FREEDOM 2030 K6 | Registered Investment Companies | — | — | $411K | 4.9% | |
| FIDELITY ADV FREEDOM 2060 K6 | Registered Investment Companies | — | — | $248K | 3.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $174K | 2.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $168K | 2.0% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $153K | 1.8% | |
| TRO SPEC MODGRTH ALLOC I | Registered Investment Companies | — | — | $126K | 1.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $118K | 1.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $99K | 1.2% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $82K | 1.0% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $77K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $55K | 0.7% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $35K | 0.4% | |
| FIDELITY ADV FREEDOM INC K6 | Registered Investment Companies | — | — | $25K | 0.3% | |
| GOLDMAN GROWTH STRATEGY R6 | Registered Investment Companies | — | — | $18K | 0.2% | |
| HTFD BALANCED INCOME R6 | Registered Investment Companies | — | — | $18K | 0.2% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $12K | 0.1% | |
| FIDELITY ADV FREEDOM 2020 K6 | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
