Carmelita Williams signed U.S. Telepacific Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
U.S. Telepacific Corp.'s EIN is 95-4593876.
Download the official 2024 Form 5500 (PDF) for U.S. Telepacific Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)U.S. Telepacific Corp.'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 |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER, KAPLAN, ARASE LLP | — | BURBANK, CA | AUDITOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan: Large Cap Growth Fund | Other securities | — | — | $10.4M | 12.1% | |
| U.S. Equity Fund | Other securities | — | — | $7.3M | 8.5% | |
| Retirement 2035 Fund | Other securities | — | — | $6.7M | 7.9% | |
| S&P 500 Index Fund | Common Collective Trusts | — | — | $6.3M | 7.4% | |
| Balanced Fund | Other securities | — | — | $6.0M | 7.0% | |
| MassMutual | Other securities | — | — | $5.3M | 6.2% | |
| Retirement 2030 Fund | Other securities | — | — | $5.2M | 6.1% | |
| Retirement 2040 Fund | Other securities | — | — | $5.0M | 5.8% | |
| Retirement 2045 Fund | Other securities | — | — | $3.6M | 4.2% | |
| MFS: Mid Cap Growth Fund | Mutual Funds | — | — | $3.2M | 3.7% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $3.1M | 3.6% | |
| Columbia Overseas Value Fund | Other securities | — | — | $2.5M | 2.9% | |
| Retirement 2025 Fund | Other securities | — | — | $2.5M | 2.9% | |
| Mid Cap Value Fund | Other securities | — | — | $2.4M | 2.8% | |
| INVESCO Global Fund | Mutual Funds | — | — | $2.4M | 2.8% | |
| Retirement 2050 Fund | Other securities | — | — | $2.3M | 2.7% | |
| Government Bond Fund | U.S. Treasuries | — | — | $2.0M | 2.4% | |
| Western Asset Plus Core Bond Fund | Other securities | — | — | $1.8M | 2.1% | |
| Retirement 2020 Fund | Other securities | — | — | $1.5M | 1.8% | |
| Participant Loans | Participant loans | — | — | $1.5M | 1.7% | |
| Retirement 2055 Fund | Other securities | — | — | $1.2M | 1.4% | |
| American Funds: EuroPacific Growth Fund | Mutual Funds | — | — | $943K | 1.1% | |
| Retirement 2060 Fund | Other securities | — | — | $824K | 1.0% | |
| MassMutual Select: Retirement 2005 Fund | Other securities | — | — | $713K | 0.8% | |
| Retirement Balanced Fund | Other securities | — | — | $646K | 0.8% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | — | $482K | 0.6% | |
| Retirement 2015 Fund | Other securities | — | — | $28K | <0.1% | |
| Retirement 2010 Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
