Ronald CHIU signed Uslive Opco Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Uslive Opco Inc.'s EIN is 87-3315586.
Download the official 2024 Form 5500 (PDF) for Uslive Opco Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Uslive Opco Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPG CONSULTANTS | 13-4077182 | HEWLET, NY | NONE | $33K | — |
| PJS TAX PLANNING & BDJ WEALTH MANA | — | DALLAS, TX | NONE | $21K | — |
| MID ATLANTIC TRUST COMPANY | 26-0010549 | PITTSBURGH, PA | NONE | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| WealthPath Smart Risk Balanced MxC Mutual Fund | Other securities | — | — | $3.7M | 42.9% | |
| Vanguard S&P 500 ETF Mutual Fund | Common Collective Trusts | — | — | $1.2M | 13.5% | |
| Vanguard S&P 500 Growth Index Mutual Fund | Common Collective Trusts | — | — | $776K | 9.0% | |
| Vanguard Total Stock Market Index Mutual Fund | Common Collective Trusts | — | — | $565K | 6.6% | |
| WealthPath Smart Risk Aggressive MxC Mutual Fund | Other securities | — | — | $460K | 5.3% | |
| Appleton Grp Age-Based 40-49 Strategy Mutual Fund | Common Stocks | — | — | $272K | 3.2% | |
| Vanguard Mid-Cap Index Mutual Fund | Mutual Funds | — | — | $266K | 3.1% | |
| Vanguard Small-Cap Index Fund ETF Mutual Fund | Common Collective Trusts | — | — | $261K | 3.0% | |
| Schwab U.S. Large-Cap Growth ETF Mutual Fund | Mutual Funds | — | — | $220K | 2.6% | |
| Appleton Grp Age-Based 30-39 Strategy Mutual Fund | Common Stocks | — | — | $193K | 2.2% | |
| Appleton Grp Age-Based 18-29 Strategy Mutual Fund | Common Stocks | — | — | $113K | 1.3% | |
| Vanguard S&P 500 Value Index Mutual Fund | Common Collective Trusts | — | — | $104K | 1.2% | |
| Notes receivable from participants Bearing interest at 5.25%-7.25% - | Bonds / Notes | — | — | $94K | 1.1% | |
| Appleton Grp Age-Based 50-59 Strategy Mutual Fund | Common Stocks | — | — | $91K | 1.1% | |
| VANGUARD VANGUARD TOTAL BOND MARKET INDEX FUND · EIN 92-1937603 / PN 001 | Common Collective Trust | — | — | $72K | 0.8% | |
| T. Rowe Price U.S. Treasury Money Mutual Fund | Other securities | — | — | $67K | 0.8% | |
| SPDR Portfolio S&P 500 Value ETF Mutual Fund | Common Collective Trusts | — | — | $54K | 0.6% | |
| VANGUARD VANGUARD LONG-TERM BOND INDEX FUND · EIN 92-1937652 / PN 001 | Common Collective Trust | — | — | $34K | 0.4% | |
| Vanguard Real Estate Index Mutual Fund | Mutual Funds | — | — | $29K | 0.3% | |
| Appleton Grp Age-Based 60+ Strategy Mutual Fund | Common Stocks | — | — | $28K | 0.3% | |
| Investors CHOICE Growth Portfolio Mutual Fund | Other securities | — | — | $27K | 0.3% | |
| iShares Core U.S. Aggregate Bond ETF Mutual Fund | Other securities | — | — | $13K | 0.2% | |
| 7th Harvest Investments HarvestBuilder Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| Mid Atlantic Master Cash Account Non-Interest Bearing Cash | Cash / Money Market | — | — | $2K | <0.1% |
