Denali Universal Services, LLC's EIN is 92-0142734.
Download the official 2024 Form 5500 (PDF) for Denali Universal Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Denali Universal Services, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $174K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $66K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $56 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $36.3M | 98.4% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.5M | 6.6% |
