Jessica Wandrey signed Public Partnerships LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Public Partnerships LLC's EIN is 04-3468852.
Download the official 2024 Form 5500 (PDF) for Public Partnerships LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Public Partnerships LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AF TRGT DATE 2045 R6 | Other securities | — | — | $4.3M | 11.1% | |
| AF TRGT DATE 2055 R6 | Other securities | — | — | $4.2M | 10.8% | |
| AF TRGT DATE 2035 R6 | Other securities | — | — | $4.1M | 10.6% | |
| AF TRGT DATE 2050 R6 | Other securities | — | — | $4.1M | 10.6% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $3.1M | 8.0% | |
| JPM LG CAP GROWTH R6 | Other securities | — | — | $2.8M | 7.3% | |
| AF TRGT DATE 2040 R6 | Other securities | — | — | $2.6M | 6.6% | |
| AF TRGT DATE 2025 R6 | Other securities | — | — | $1.9M | 4.9% | |
| AF TRGT DATE 2030 R6 | Other securities | — | — | $1.8M | 4.5% | |
| AF TRGT DATE 2060 R6 | Other securities | — | — | $1.6M | 4.2% | |
| AF BALANCED R6 | Other securities | — | — | $957K | 2.5% | |
| J H ENTERPRISE N | Other securities | — | — | $809K | 2.1% | |
| PARTICIPANT NOTES RECEIVABLE | Other securities | — | — | $782K | 2.0% | |
| VANG EQUITY INC ADM | Common Stocks | — | — | $721K | 1.9% | |
| VICTORY S EST VAL R6 | Other securities | — | — | $594K | 1.5% | |
| AF NEW PROSPECT R6 | Other securities | — | — | $584K | 1.5% | |
| FID GOVT MMKT K6 | Mutual Funds | — | — | $442K | 1.1% | |
| AF TRGT DATE 2020 R6 | Other securities | — | — | $418K | 1.1% | |
| MM GUAR INT ACCT | Other securities | — | — | $357K | 0.9% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $343K | 0.9% | |
| AF EUROPAC GROWTH R6 | Other securities | — | — | $330K | 0.9% | |
| AF TRGT DATE 2065 R6 | Other securities | — | — | $299K | 0.8% | |
| VANG SM CAP IDX ADM | Common Collective Trusts | — | — | $294K | 0.8% | |
| AF TRGT DATE 2015 R6 | Other securities | — | — | $221K | 0.6% | |
| VANG SMCPVL IDX ADM | Common Collective Trusts | — | — | $149K | 0.4% | |
| J H FLEXIBLE BOND N | Other securities | — | — | $114K | 0.3% | |
| DFA INF PRT SEC PORT | Mutual Funds | — | — | $108K | 0.3% | |
| BARON SMALL CAP INST | Other securities | — | — | $102K | 0.3% | |
| DFA EMRG MKT CORE EQ | Mutual Funds | — | — | $100K | 0.3% | |
| DODGE & COX INCOME X | Mutual Funds | — | — | $72K | 0.2% | |
| C&S REAL ESTATE Z | Other securities | — | — | $56K | 0.1% | |
| FID INTL INDEX | Mutual Funds | — | — | $45K | 0.1% | |
| VANG MIDCAP IDX ADM | Common Collective Trusts | — | — | $34K | <0.1% | |
| AF TRGT DATE 2010 R6 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
