Ashley Hutchison signed UEI Group Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
UEI Group Services, Inc.'s EIN is 87-2488321.
Download the official 2024 Form 5500 (PDF) for UEI Group Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UEI Group Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $17K | — |
| CETERA ADVISORS LLC |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund Mutual Fund - 169,460 units | Mutual Funds | — | — | $3.4M | 18.6% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund - 113,012 units | Mutual Funds | — | — | $2.6M | 14.4% | |
| Self-Directed Brokerage Accounts Brokerage accounts | Self-Directed Brokerage | — | — | $1.8M | 9.6% | |
| Fidelity Freedom Index 2025 Fund Mutual Fund - 85,659 units | Mutual Funds | — | — | $1.6M | 8.7% | |
| Fidelity Government Money Market Mutual Fund - 1,203,329 units | Mutual Funds | — | — | $1.2M | 6.6% | |
| Fidelity 500 Index Fund Mutual Fund - 5,681 units | Common Collective Trusts | — | — | $1.2M | 6.3% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund - 41,110 units | Mutual Funds | — | — | $1.0M | 5.5% | |
| JP Morgan Large Cap Growth Fund Mutual Fund - 11,084 units | Other securities | — | — | $928K | 5.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund - 17,615 units | Common Collective Trusts | — | — | $595K | 3.2% | |
| JP Morgan Equity Income Fund Mutual Fund - 20,380 units | Other securities | — | — | $488K | 2.7% | |
| PGIM Total Return Bond Fund Mutual Fund - 40,195 units | Other securities | — | — | $476K | 2.6% | |
| Fidelity Small Cap Index Fund Mutual Fund - 16,345 units | Common Collective Trusts | — | — | $452K | 2.5% | |
| Fidelity International Index Fund Mutual Fund - 8,480 units | Common Collective Trusts | — | — | $403K | 2.2% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund - 14,461 units | Mutual Funds | — | — | $376K | 2.0% | |
| Fidelity Freedom Index 2055 Fund Mutual Fund - 13,062 units | Mutual Funds | — | — | $279K | 1.5% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund - 7,311 units | Mutual Funds | — | — | $189K | 1.0% | |
| Fidelity Freedom Index Income Fund Mutual Fund - 15,442 units | Mutual Funds | — | — | $181K | 1.0% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund - 8,698 units | Mutual Funds | — | — | $158K | 0.9% | |
| various dates through December 2029 | Other securities | — | — | $147K | 0.8% | |
| Fidelity Freedom Index 2020 Fund Mutual Fund - 8,432 units | Mutual Funds | — | — | $133K | 0.7% | |
| JP Morgan Mid Cap Growth Fund Mutual Fund - 2,444 units | Other securities | — | — | $126K | 0.7% | |
| American Century Mid Cap Value Fund Mutual Fund - 6,890 units | Other securities | — | — | $107K | 0.6% | |
| Morgan Stanley International Advantage Portfolio Mutual Fund - 4,165 units | Mutual Funds | — | — | $100K | 0.5% | |
| Franklin Small Cap Value Fund R6 Mutual Fund - 1,322 units | Mutual Funds | — | — | $80K | 0.4% | |
| PGIM Global Total Return Fund Mutual Fund - 8,974 units | Other securities | — | — | $46K | 0.2% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund - 2,583 units | Mutual Funds | — | — | $38K | 0.2% | |
| Janus Henderson Global Equity Income Fund Mutual Fund - 5,244 units | Mutual Funds | — | — | $32K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-0858799 |
| — |
| ADVISOR |
| $16K |
| — |
| QUALIFIED | 82-1364595 | — | INVESTMENT ADVISOR | $8K | — |
