Heather Anderson-Berson signed Princeton Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Princeton Holdings, LLC's EIN is 16-1712950.
Download the official 2024 Form 5500 (PDF) for Princeton Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Princeton Holdings, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $1.7M | 27.5% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $831K | 13.6% | |
| T. ROWE PRICE MID-CAP VALUE -R | Registered Investment Companies | — | — | $667K | 10.9% | |
| VIRTUS NFJ SC VALUE A | Registered Investment Companies | — | — | $594K | 9.7% | |
| AB SUSTAIN GLB THEMATIC GR A | Registered Investment Companies | — | — | $360K | 5.9% | |
| GEORGE PUTNAM BALANCED M | Registered Investment Companies | — | — | $339K | 5.5% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $258K | 4.2% | |
| VICTORY RS VALUE A | Registered Investment Companies | — | — | $213K | 3.5% | |
| JANUS HENDERSON FORTY FUND - S | Registered Investment Companies | — | — | $113K | 1.8% | |
| TEMPLETON GROWTH - R | Registered Investment Companies | — | — | $96K | 1.6% | |
| FIDELITY ADV EQUITY INCOME - M | Registered Investment Companies | — | — | $89K | 1.4% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $88K | 1.4% | |
| ALGER SMALL CAP GROWTH INSTL-I | Registered Investment Companies | — | — | $73K | 1.2% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $68K | 1.1% | |
| INVESCO ENERGY - A | Registered Investment Companies | — | — | $67K | 1.1% | |
| AMC DISCIPLINED CORE VALUE A | Registered Investment Companies | — | — | $66K | 1.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $65K | 1.1% | |
| BLACKROCK EMERGING MARKETS A | Registered Investment Companies | — | — | $53K | 0.9% | |
| DWS TOTAL RETURN BOND A | Registered Investment Companies | — | — | $53K | 0.9% | |
| VIRTUS NFJ INTL VALUE A | Registered Investment Companies | — | — | $51K | 0.8% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $49K | 0.8% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $42K | 0.7% | |
| FIDELITY ADVISOR REAL ESTATE-M | Registered Investment Companies | — | — | $36K | 0.6% | |
| DWS SMALL CAP GROWTH A | Registered Investment Companies | — | — | $31K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
