Becky Boone signed Uplift Family Services' 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Uplift Family Services' EIN is 94-2295953.
Download the official 2022 Form 5500 (PDF) for Uplift Family Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Uplift Family Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $158K | — |
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.
| % of plan | |||
|---|---|---|---|
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | $5.1M | 9.4% |
