Jeanne Vicari signed Centerview Partners LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centerview Partners LLC's EIN is 20-0834979.
Download the official 2024 Form 5500 (PDF) for Centerview Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centerview Partners 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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Balanced K6 | Mutual Funds | — | — | $15.0M | 20.6% | |
| Fidelity Advisor Equity Growth Z | Mutual Funds | — | — | $11.1M | 15.2% | |
| Fidelity Advisor Growth Opportunities Z | Mutual Funds | — | — | $8.1M | 11.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $7.0M | 9.6% | |
| Neuberger Berman Large Cap Value R6 | Other securities | — | — | $5.4M | 7.4% | |
| Thrivent Small Cap Stock S | Other securities | — | — | $2.9M | 4.0% | |
| Fidelity Advisor Mid Cap II Z | Mutual Funds | — | — | $2.6M | 3.6% | |
| Fidelity Overseas K | Mutual Funds | — | — | $2.5M | 3.4% | |
| T. Rowe Price Retirement 2055 I | Other securities | — | — | $2.1M | 2.9% | |
| T. Rowe Price Retirement 2060 I | Other securities | — | — | $1.9M | 2.5% | |
| T. Rowe Price Retirement 2035 I | Other securities | — | — | $1.7M | 2.4% | |
| Fidelity Advisor Strategic Income Z | Mutual Funds | — | — | $1.5M | 2.1% | |
| T. Rowe Price Retirement 2040 I | Other securities | — | — | $1.2M | 1.6% | |
| Fidelity Advisor Strategic Dividend & Income Z | Mutual Funds | — | — | $1.1M | 1.5% | |
| Federated Hermes Government Obligations Advisor | Other securities | — | — | $1.1M | 1.5% | |
| T. Rowe Price Retirement 2065 I | Other securities | — | — | $1.1M | 1.5% | |
| T. Rowe Price Retirement 2050 I | Other securities | — | — | $977K | 1.3% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $892K | 1.2% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $875K | 1.2% | |
| T. Rowe Price Retirement 2045 I | Other securities | — | — | $716K | 1.0% | |
| T. Rowe Price Retirement 2030 I | Other securities | — | — | $591K | 0.8% | |
| American Funds US Government Securities R6 | Mutual Funds | — | — | $497K | 0.7% | |
| PIMCO Low Duration Income Institutional | Mutual Funds | — | — | $390K | 0.5% | |
| T. Rowe Price Retirement 2015 I | Other securities | — | — | $329K | 0.5% | |
| T. Rowe Price Institutional Floating Rate | Bonds / Notes | — | — | $277K | 0.4% | |
| JPMorgan US Equity R6 | Other securities | — | — | $269K | 0.4% | |
| T. Rowe Price Retirement 2025 I | Other securities | — | — | $268K | 0.4% | |
| Putnam Small Cap Growth R6 | Mutual Funds | — | — | $195K | 0.3% | |
| Notes receivable from participants | Other securities | — | — | $113K | 0.2% | |
| BlackRock Mid-Cap Value K | Other securities | — | — | $95K | 0.1% | |
| T. Rowe Price Retirement 2020 I | Other securities | — | — | $84K | 0.1% | |
| Macquarie Mid Cap Growth R6 | Other securities | — | — | $33K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
