CHAD Carroll signed Premier Distribution Cooperative, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Premier Distribution Cooperative, Inc.'s EIN is 20-2905621.
Download the official 2024 Form 5500 (PDF) for Premier Distribution Cooperative, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Premier Distribution Cooperative, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $335K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | LOS ANGELES, CA | SERVICE PROVIDER | $119K | — |
| MAP RETIREMENT USA LLC |
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 | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $63.5M | 95.7% | |
| Lincoln YourPath Passive 2025 Moderate Fund | Other securities | — | — | $9.6M | 14.5% | |
| Lincoln YourPath Passive 2030 Moderate Fund | Other securities | — | — | $8.6M | 13.0% | |
| Lincoln YourPath Passive 2035 Moderate Fund | Other securities | — | — | $6.9M | 10.4% | |
| Lincoln YourPath Passive 2040 Moderate Fund | Other securities | — | — | $4.8M | 7.3% | |
| LINCOLN NEW YORK SEPARATE ACCOUNT 4 LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK · EIN 22-0832760 / PN 401 | Pooled Separate Account | — | — | $4.7M | 7.1% | |
| Lincoln YourPath Passive 2045 Moderate Fund | Other securities | — | — | $4.5M | 6.8% | |
| Lincoln YourPath Passive 2020 Moderate Fund | Other securities | — | — | $4.1M | 6.2% | |
| The Lincoln National Life Guaranteed Stable Value Account | Stable Value | — | — | $2.6M | 4.0% | |
| Lincoln 500 Index Fund | Common Collective Trusts | — | — | $2.6M | 4.0% | |
| Lincoln YourPath Passive 2050 Moderate Fund | Other securities | — | — | $2.3M | 3.4% | |
| Lincoln Large Cap Growth Fund | Other securities | — | — | $2.1M | 3.2% | |
| Lincoln Value Index Admiral Fund | Other securities | — | — | $1.6M | 2.4% | |
| Lincoln YourPath Passive 2055 Moderate Fund | Other securities | — | — | $1.5M | 2.3% | |
| Lincoln Perspective Fund | Other securities | — | — | $1.5M | 2.2% | |
| Lincoln YourPath Passive RInc Moderate Fund | Other securities | — | — | $1.4M | 2.0% | |
| Lincoln Growth Index Admiral Fund | Other securities | — | — | $1.2M | 1.9% | |
| Lincoln Washington Mutual Investment Fund | Other securities | — | — | $1.2M | 1.8% | |
| Lincoln Information Technology Index Admiral Fund | Other securities | — | — | $1.1M | 1.7% | |
| Lincoln Small Cap Index Admiral Fund | Other securities | — | — | $914K | 1.4% | |
| Lincoln Aggregrate Bond Institutional Fund | Other securities | — | — | $902K | 1.4% | |
| Lincoln YourPath Passive 2060 Moderate Fund | Other securities | — | — | $757K | 1.1% | |
| Lincoln YourPath Passive 2015 Moderate Fund | Other securities | — | — | $604K | 0.9% | |
| Lincoln BlackRock 4060 Allocation Fund ** 408 * Lincoln Health Care Fund | Other securities | — | — | $578K | 0.9% | |
| Lincoln Strategic Small Cap Equity Fund | Other securities | — | — | $484K | 0.7% | |
| Lincoln Mid Cap Fund | Other securities | — | — | $465K | 0.7% | |
| Lincoln Development Markets Index Admiral Fund | Other securities | — | — | $440K | 0.7% | |
| Lincoln Value Fund | Other securities | — | — | $428K | 0.6% | |
| Lincoln Europacific Growth Fund | Other securities | — | — | $327K | 0.5% | |
| Lincoln YourPath Passive 2065 Moderate Fund | Other securities | — | — | $284K | 0.4% | |
| Lincoln YourPath Passive 2010 Moderate Fund | Other securities | — | — | $249K | 0.4% | |
| Lincoln Mid Cap Index Fund | Common Collective Trusts | — | — | $247K | 0.4% | |
| Lincoln Retirement Fund | Other securities | — | — | $221K | 0.3% | |
| Lincoln Inflation Protected Security Fund | Other securities | — | — | $183K | 0.3% | |
| Lincoln BlackRock 8020 Allocation Fund | Other securities | — | — | $112K | 0.2% | |
| Lincoln Government Securities Fund | Other securities | — | — | $82K | 0.1% | |
| Lincoln BlackRock 2080 Allocation Fund | Other securities | — | — | $54K | <0.1% | |
| Lincoln BlackRock 6040 Allocation Fund | Other securities | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| APPLETON, WI |
| THIRD-PARTY ADMIN |
| $42K |
| — |
