Stuart Socks signed United Workers Retirement Plan, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Workers Retirement Plan, Inc.'s EIN is 87-3318230.
Download the official 2023 Form 5500 (PDF) for United Workers Retirement Plan, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)United Workers Retirement Plan, Inc.'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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN ADVISORS | 36-4344751 | — | NONE | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $3.1M | 17.5% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $2.6M | 15.0% | |
| JP Morgan JP Morgan US Equity | Other securities | — | — | $1.7M | 9.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.5M | 8.3% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.4M | 8.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.2M | 6.8% | |
| PIMCO Income Fund | Mutual Funds | — | — | $865K | 4.9% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $846K | 4.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $644K | 3.7% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $506K | 2.9% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $444K | 2.5% | |
| MFS Intl Diversification Fund | Mutual Funds | — | — | $340K | 1.9% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $322K | 1.8% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $308K | 1.7% | |
| MY PORTFOLIOPLUS GROWTH ALTA TRUST COMPANY · EIN 87-2492407 / PN 001 | Common Collective Trust | — | — | $307K | 1.7% | |
| STABLE VALUE FUND CIT, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $279K | 1.6% | |
| Fuller & Thaler Fuller & Thaler Small Cap Equity | Other securities | — | — | $244K | 1.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $176K | 1.0% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $172K | 1.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $167K | 1.0% | |
| Carillon Scout Carillon Scout Mid Cap Fund | Other securities | — | — | $130K | 0.7% | |
| Participant Loans Interest rates of 3.25% - 9.50% with Maturity - | Bonds / Notes | — | — | $112K | 0.6% | |
| MY PORTFOLIOPLUS CONSERVATIVE ALTA TRUST COMPANY · EIN 87-2561476 / PN 001 | Common Collective Trust | — | — | $89K | 0.5% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $47K | 0.3% | |
| Fidelity Global Ex US Index | Mutual Funds | — | — | $15K | <0.1% | |
| Baird Aggregate Bond Fund | Other securities | — | — | $15K | <0.1% | |
| STABLE VALUE FUND CIT, SERIES 25157 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| MGKS | 86-1001235 | — | NONE | $33K | — |
| UNITED WORKERS RETIREMENT | 87-3318230 | — | NONE | $21K | — |
| CHEK TAN AND COMPANY | 81-1005081 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
