Wendi Donaldson signed Universal Land Construction Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Universal Land Construction Company's EIN is 91-0952492.
Download the official 2024 Form 5500 (PDF) for Universal Land Construction Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Universal Land Construction Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $38K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Invesco S & P 500 Index Y Registered Investment Company | Common Collective Trusts | — | — | $3.1M | 20.8% | |
| Nuveen Bond Index Retirement Registered Investment Company | Mutual Funds | — | — | $2.1M | 14.0% | |
| Nuveen International Equity Index Ret Registered Investment Company | Common Collective Trusts | — | — | $1.8M | 12.2% | |
| Dodge & Cox Income - I Registered Investment Company | Mutual Funds | — | — | $1.2M | 7.8% | |
| T. Rowe Price 2045 Adv Registered Investment Company | Common Stocks | — | — | $1.0M | 6.7% | |
| T. Rowe Price 2055 Adv Registered Investment Company | Common Stocks | — | — | $909K | 6.1% | |
| JHancock Disciplined Value Mid Cap Registered Investment Company | Common Stocks | — | — | $807K | 5.4% | |
| BlackRock Equiy Dividend Instl Registered Investment Company | Common Stocks | — | — | $622K | 4.1% | |
| T. Rowe Price 2050 Adv Registered Investment Company | Common Stocks | — | — | $546K | 3.6% | |
| American Funds EuroPacific Gr R4 Registered Investment Company | Mutual Funds | — | — | $540K | 3.6% | |
| T. Rowe Price 2025 Adv Registered Investment Company 309 T. Rowe Price 2040 Adv Registered Investment Company | Common Stocks | — | — | $532K | 3.5% | |
| Undiscovered Managers Behavioral Val Registered Investment Company | Common Stocks | — | — | $398K | 2.7% | |
| JPMorgan Large Cap Growth R5 Registered Investment Company | Common Stocks | — | — | $389K | 2.6% | |
| T. Rowe Price Mid Cap Growth Registered Investment Company | Common Stocks | — | — | $353K | 2.4% | |
| Columbia Small Cap Growth I Instl Registered Investment Company | Common Stocks | — | — | $347K | 2.3% | |
| T. Rowe Price Balanced Adv Registered Investment Company 558 T. Rowe Price 2020 Adv Registered Investment Company | Common Stocks | — | — | $152K | 1.0% | |
| Invesco Oppenheimer Int'l Growth Y Registered Investment Company | Mutual Funds | — | — | $119K | 0.8% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $41K | $41K | 0.3% | |
| Notes Receivable From Participants Rate: 4.25% - 9.50% | Bonds / Notes | — | — | $41K | 0.3% | |
| T. Rowe Price 2060 Adv Registered Investment Company | Common Stocks | — | — | $8K | <0.1% | |
| Empower Select Guaranteed Fund Fixed Annuity | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NASHVILLE, TN |
| INVESTMENT ADVISOR |
| $5K |
| — |
