Mark Spear signed United Flow Technologies Intermediate Holdco II, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Flow Technologies Intermediate Holdco II, LLC's EIN is 87-2894942.
Download the official 2024 Form 5500 (PDF) for United Flow Technologies Intermediate Holdco II, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Flow Technologies Intermediate Holdco II, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $64K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $46K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE STREET TGT RET 2030 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $18.8M | 24.1% | |
| STATE STREET TGT RET 2035 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $13.2M | 16.8% | |
| STATE STREET TGT RET 2040 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $9.6M | 12.3% | |
| STATE STREET TGT RET 2045 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $5.6M | 7.2% | |
| STATE STREET TGT RET 2025 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $4.9M | 6.3% | |
| Income CIT Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $4.5M | 5.7% | |
| STATE STREET TGT RET 2050 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $4.3M | 5.5% | |
| Company * Principal Life Insurance Self-Directed Brokerage Account N/R | Self-Directed Brokerage | — | — | $3.1M | 4.0% | |
| STATE STREET TGT RET 2055 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $2.5M | 3.2% | |
| Fidelity US Bond Index N/R | Mutual Funds | — | — | $1.8M | 2.3% | |
| STATE STREET TGT RET 2060 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $1.4M | 1.8% | |
| Great Gray Trust Company AB US Large Cap Growth CIT W N/R | Common Collective Trusts | — | — | $981K | 1.3% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $981K | 1.3% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $922K | 1.2% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $798K | 1.0% | |
| Company Separate Account-NE * Principal Life Insurance Principal Guaranteed Option N/R | Pooled Separate Accounts | — | — | $772K | 1.0% | |
| Company U.S. Index II Fund * Participant Loans Interest rates: 5.0% - 9.5% -0- | Bonds / Notes | — | — | $719K | 0.9% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $693K | 0.9% | |
| STATE STREET TGT RET INC NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $645K | 0.8% | |
| STATE STREET TGT RET 2020 NL M STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $632K | 0.8% | |
| Fidelity Total International Index N/R | Mutual Funds | — | — | $528K | 0.7% | |
| STATE STREET TGT RET 2065 NL M STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $342K | 0.4% | |
| John Hancock John Hancock Bond Fund Class R6 N/R | Other securities | — | — | $273K | 0.3% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $235K | 0.3% | |
| CIT Class R Invesco Discovery Fund Class R6 N/R | Common Collective Trusts | — | — | $219K | 0.3% | |
| Fund Class R6 * Principal Life Insurance Principal LargeCap S&P 500 Index N/R | Common Collective Trusts | — | — | $173K | 0.2% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $173K | 0.2% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $59K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $35K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $33K | <0.1% | |
| MFS International Diversification N/R | Mutual Funds | — | — | $31K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $28K | <0.1% | |
| (E) | Other securities | — | — | $27K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $27K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $21K | <0.1% |
