Robert Hart signed United Tile Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Tile Co., Inc.'s EIN is 93-0574046.
Download the official 2024 Form 5500 (PDF) for United Tile Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Tile Co., Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Mutual fund, 102,415 shares a | Mutual Funds | — | — | $3.9M | 21.7% | |
| Fidelity Investments Fidelity Blue Chip Growth fund Mutual fund, 10,566 shares a | Mutual Funds | — | — | $2.4M | 13.5% | |
| Vanguard Target Retirement Income Mutual fund, 121,391 shares a | Mutual Funds | — | — | $1.6M | 8.9% | |
| Fidelity Investments Fidelity Mid-Cap Stock Fund Mutual fund, 37,191 shares a | Mutual Funds | — | — | $1.6M | 8.8% | |
| Fidelity Brokerage Services LLC Fidelity Brokerage Link Registered Investment Companies - self directed brokerage account a | Self-Directed Brokerage | — | — | $1.2M | 6.5% | |
| Vanguard Target Retirement 2035 Mutual fund, 44,929 shares a | Mutual Funds | — | — | $1.1M | 6.0% | |
| Fidelity Investments Fidelity Puritan Fund Mutual fund, 35,548 shares a | Mutual Funds | — | — | $883K | 5.0% | |
| Vanguard Target Retirement 2025 Mutual fund, 42,580 shares a | Mutual Funds | — | — | $796K | 4.5% | |
| Vanguard Fidelity 500 Index Fund Mutual fund, 3,351 shares a | Common Collective Trusts | — | — | $684K | 3.8% | |
| Vanguard Target Retirement 2050 Mutual fund, 12,665 shares a | Mutual Funds | — | — | $631K | 3.5% | |
| T. Rowe Price T. Rowe Price Dividend Growth Adv Fund Mutual fund, 7,311 shares a | Other securities | — | — | $561K | 3.1% | |
| Vanguard Target Retirement 2055 Mutual fund, 7,280 shares a | Mutual Funds | — | — | $405K | 2.3% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund Mutual fund, 9,791 shares a | Mutual Funds | — | — | $399K | 2.2% | |
| Vanguard Target Retirement 2045 Mutual fund, 11,581 shares a | Mutual Funds | — | — | $344K | 1.9% | |
| Vanguard Target Retirement 2020 Mutual fund, 12,478 shares a | Mutual Funds | — | — | $330K | 1.9% | |
| Fidelity Investments Fidelity Diversified International Fund Mutual fund, 7,215 shares a | Mutual Funds | — | — | $304K | 1.7% | |
| Vanguard Target Retirement 2040 Mutual fund, 4,262 shares a | Mutual Funds | — | — | $184K | 1.0% | |
| Vanguard Target Retirement 2060 Mutual fund, 3,018 shares a | Mutual Funds | — | — | $155K | 0.9% | |
| Fidelity Investments Fidelity Capital & Income Fund Mutual fund, 12,380 shares a | Mutual Funds | — | — | $126K | 0.7% | |
| Fidelity Investments Fidelity Intermediate Bond Fund Mutual fund, 11,533 shares a | Mutual Funds | — | — | $116K | 0.7% | |
| Fidelity Investments Fidelity Mid-Cap Value Fund Mutual fund, 1,891 shares a | Mutual Funds | — | — | $57K | 0.3% | |
| Fidelity Investments Fidelity Real Estate Investment fund Mutual fund, 1,368 shares a | Mutual Funds | — | — | $53K | 0.3% | |
| Fidelity Investments Fidelity International Index Premium Fund Mutual fund, 1,038 shares a | Mutual Funds | — | — | $49K | 0.3% | |
| Fidelity Investments Fidelity Government Money Market Fund Mutual fund, 39,356 shares a | Mutual Funds | — | — | $39K | 0.2% | |
| Fidelity Investments Fidelity Stock Selector Small Cap Mutual fund, 857 shares a | Mutual Funds | — | — | $32K | 0.2% | |
| Massachusetts Financial Services Co. MFS Value R3 Fund Mutual fund, 223 shares a | Mutual Funds | — | — | $11K | <0.1% | |
| Allspring AS Emerging Markets Equity Fund Class Adm Mutual fund, 172 shares a | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
