Megan Ramondelli signed The Premier Collection, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Premier Collection, LLC's EIN is 13-4134629.
Download the official 2024 Form 5500 (PDF) for The Premier Collection, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Premier Collection, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $993 | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $993 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.6M | 14.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.5M | 13.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $1.2M | 10.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $1.2M | 10.0% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $974K | 8.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $683K | 6.0% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $634K | 5.5% | |
| MS DISCOVERY R6 | Registered Investment Companies | — | — | $530K | 4.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $495K | 4.3% | |
| NUVEEN LC INDEX 2025 R6 345 REGISTERED INVESTMENT COMPANY ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $473K | 4.1% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $390K | 3.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $314K | 2.7% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $228K | 2.0% | |
| FIRST EAGLE GLOBAL R6 | Registered Investment Companies | — | — | $222K | 1.9% | |
| ALGER SMALL CAP FOCUS Z | Registered Investment Companies | — | — | $207K | 1.8% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $191K | 1.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $143K | 1.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $96K | 0.8% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $68K | 0.6% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $61K | 0.5% | |
| MACQUARIE SYST EMMKTS EQ INST | Registered Investment Companies | — | — | $55K | 0.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $51K | 0.4% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $43K | 0.4% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $39K | 0.3% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $30K | 0.3% | |
| VANGUARD HIGH DIV YIELD INDX | Registered Investment Companies | — | — | $21K | 0.2% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $19K | 0.2% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $13K | 0.1% | |
| VANGUARD WELLESLEY INCOME-ADMR 532 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $10K | <0.1% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $10K | <0.1% | |
| NUV LIFECYCLE IDX RET INC R6 684 REGISTERED INVESTMENT COMPANY ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $9K | <0.1% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| FRANKLIN DYNATECH FUND R6 | Registered Investment Companies | — | — | $7K | <0.1% |
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 |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $23K | — |
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $23K | — |
