UL LLC's EIN is 94-3282454.
Download the official 2024 Form 5500 (PDF) for UL LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UL LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $288K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $648K | — |
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.
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 |
|---|---|---|---|---|---|
| SEYFARTH SHAW LLP | 36-2152202 | — | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $378.6M | 19.3% | |
| Spartan Total Market Index Pool Class D | Common Collective Trusts | — | — | $244.1M | 12.5% | |
| Vanguard Mid-Cap Index Fund Institutional Plus Shares | Mutual Funds | — | — | $108.6M | 5.5% | |
| Fidelity Investments Fidelity Freedom Index 2040 T | Mutual Funds | — | — | $102.5M | 5.2% | |
| Vanguard Russell 1000 Value Index | Common Collective Trusts | — | — | $101.8M | 5.2% | |
| FIXED INCOME FUND UL LLC · EIN 93-3893528 / PN 001 | Master Trust | — | — | $93.4M | 4.8% | |
| Fidelity Investments Fidelity Freedom Index 2035 T | Mutual Funds | — | — | $87.0M | 4.4% | |
| Fidelity BrokerageLink Self-directed brokerage account | Self-Directed Brokerage | — | — | $84.4M | 4.3% | |
| Fidelity Investments Fidelity Freedom Index 2045 T | Mutual Funds | — | — | $82.2M | 4.2% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $80.1M | 4.1% | |
| Fidelity Investments Fidelity Freedom Index 2050 T | Mutual Funds | — | — | $77.9M | 4.0% | |
| Fidelity Investments Fidelity Freedom Index 2030 T | Mutual Funds | — | — | $73.9M | 3.8% | |
| Dodge & Cox Dodge & Cox International Stock Fund | Mutual Funds | — | — | $57.9M | 3.0% | |
| Fidelity Investments Fidelity Freedom Index 2055 T | Mutual Funds | — | — | $56.4M | 2.9% | |
| Vanguard Small-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $55.8M | 2.8% | |
| Fidelity Investments Fidelity Freedom Index 2025 T | Mutual Funds | — | — | $50.5M | 2.6% | |
| Spartan Total International Index Pool Class D | Other securities | — | — | $48.1M | 2.5% | |
| Vanguard Total Bond Market Index Fund Institutional Shares | Common Collective Trusts | — | — | $29.4M | 1.5% | |
| Fidelity Investments Fidelity Freedom Index 2060 T | Mutual Funds | — | — | $29.2M | 1.5% | |
| American Funds American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $27.0M | 1.4% | |
| Cohen & Steers US Cohen & Steers Realty Fund | Other securities | — | — | $23.0M | 1.2% | |
| Fidelity Investments Fidelity Freedom Index 2020 T | Mutual Funds | — | — | $19.4M | 1.0% | |
| Various Participants Participant loans receivable (interest rates from 3.25% to 9.75%) -0- | Bonds / Notes | — | — | $14.2M | 0.7% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $12.0M | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2065 T | Mutual Funds | — | — | $9.9M | 0.5% | |
| Fidelity Investments Fidelity Freedom Index Income T | Mutual Funds | — | — | $5.9M | 0.3% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $3.2M | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2010 T ** 675 * Fidelity Investments Fidelity Freedom Index 2015 T | Mutual Funds | — | — | $2.8M | 0.1% | |
| FIDELITY SHORT INTERMEDIATE PRIME C FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 056 | Common Collective Trust | — | — | $0 | <0.1% |
