Scott Bevan signed Generate-Ubiquity Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Generate-Ubiquity Management, LLC's EIN is 87-2902113.
Download the official 2024 Form 5500 (PDF) for Generate-Ubiquity Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Generate-Ubiquity Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN SERVICES, INC | — | CARY, NC | THIRD PARTY ADMINISTRATO | $0 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MYCOMPASS AMERICAN FUNDS 2040 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271369 / PN 001 | Common Collective Trust | — | — | $1.3M | 15.1% | |
| Voya Retirement Insurance and Annuity Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 12.5% | |
| MYCOMPASS AMERICAN FUNDS 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271368 / PN 001 | Common Collective Trust | — | — | $1.0M | 11.9% | |
| MYCOMPASS AMERICAN FUNDS 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271370 / PN 001 | Common Collective Trust | — | — | $948K | 11.1% | |
| MYCOMPASS AMERICAN FUNDS 2030 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271367 / PN 001 | Common Collective Trust | — | — | $659K | 7.7% | |
| MYCOMPASS AMERICAN FUNDS 2025 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271366 / PN 001 | Common Collective Trust | — | — | $555K | 6.5% | |
| Voya Retirement Insurance and Annuity Company JPMorgan LgCp Grw Fnd R6 | Common Stocks | — | — | $553K | 6.5% | |
| MYCOMPASS AMERICAN FUNDS 2060 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271373 / PN 001 | Common Collective Trust | — | — | $462K | 5.4% | |
| MYCOMPASS AMERICAN FUNDS 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271372 / PN 001 | Common Collective Trust | — | — | $446K | 5.2% | |
| MYCOMPASS AMERICAN FUNDS 2050 FUND9 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271371 / PN 001 | Common Collective Trust | — | — | $261K | 3.0% | |
| Voya Retirement Insurance and Annuity Company Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $203K | 2.4% | |
| MYCOMPASS AMERICAN FUNDS 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271374 / PN 001 | Common Collective Trust | — | — | $178K | 2.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard Dev Mkts Index Fd Adm | Mutual Funds | — | — | $151K | 1.8% | |
| Voya Retirement Insurance and Annuity Company Vanguard Small-Cap Index Fnd Adm | Mutual Funds | — | — | $127K | 1.5% | |
| Participant Loans to participant, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $126K | 1.5% | |
| Voya Retirement Insurance and Annuity Company American Funds EuroPacific R6 | Mutual Funds | — | — | $72K | 0.8% | |
| Voya Retirement Insurance and Annuity Company American Funds New World R6 | Mutual Funds | — | — | $69K | 0.8% | |
| Voya Retirement Insurance and Annuity Company Hrtfrd Equity Income Fund R6 | Common Stocks | — | — | $62K | 0.7% | |
| Voya Retirement Insurance and Annuity Company Vanguard Smi-Cap Grw Index Fd Adm | Mutual Funds | — | — | $56K | 0.7% | |
| Voya Retirement Insurance and Annuity Company PGIM High Yield Fund R6 | Common Stocks | — | — | $56K | 0.7% | |
| Voya Retirement Insurance and Annuity Company Hrtfrd Total Return Bond R6 | Common Stocks | — | — | $41K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Hartford World Bond Fund Cl R6 | Common Stocks | — | — | $38K | 0.4% | |
| MYCOMPASS AMERICAN FUNDS 2020 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271365 / PN 001 | Common Collective Trust | — | — | $23K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | Common Stocks | — | — | $22K | 0.3% | |
| Voya Retirement Insurance and Annuity Company AmCen Mid Cap Value Fund R6 | Common Stocks | — | — | $22K | 0.3% | |
| Voya Retirement Insurance and Annuity Company Carillon Eagle Mid Cap Grw R6 | Common Stocks | — | — | $14K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Cohen&Steers Inst Rl Shares | Common Stocks | — | — | $13K | 0.1% | |
| MYCOMPASS AMERICAN FUNDS 2015 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271364 / PN 001 | Common Collective Trust | — | — | $9K | 0.1% | |
| Voya Retirement Insurance and Annuity Company Undiscovered Mngrs Bhv Vl F R6 | Common Stocks | — | — | $7K | <0.1% | |
| Voya Retirement Insurance and Annuity Company Voya Gv Mny Mkt F A (Hld Acct) | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
