Kimberly Terjanian signed Centerbridge Partners, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Centerbridge Partners, L.P.'s EIN is 20-4920398.
Download the official 2024 Form 5500 (PDF) for Centerbridge Partners, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Centerbridge Partners, L.P.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.
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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISOR LLC | 61-1758632 | — | ADVISOR | $146K | — |
| STRATEGIC ADVISORS, INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $16K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Institutional Services Fidelity 500 Index Fund | Common Collective Trusts | — | — | $19.8M | 15.2% | |
| Alliance Bernstein AB Large Cap Growth Fund Class Z | Other securities | — | — | $10.8M | 8.3% | |
| Vanguard Group, Inc. Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $8.6M | 6.6% | |
| Franklin Templeton Putnam Global Technology Fund Class R6 Shares | Mutual Funds | — | — | $7.2M | 5.6% | |
| Fidelity Investments Institutional Services Participant Directed Brokerage Accounts - Fidelity | Self-Directed Brokerage | — | — | $6.0M | 4.6% | |
| American Funds American Funds 2055 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $5.5M | 4.3% | |
| American Funds American Funds 2040 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $5.2M | 4.0% | |
| American Funds American Funds New Perspective Fund Class R-6 | Mutual Funds | — | — | $5.0M | 3.9% | |
| GOLDMAN SACHS STABLE VALUE SEL1 GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $4.7M | 3.6% | |
| American Funds American Funds 2060 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $4.6M | 3.6% | |
| MFS Investment Management MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $3.5M | 2.7% | |
| American Funds American Funds 2035 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $2.9M | 2.2% | |
| Vanguard Group, Inc. Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.9M | 2.2% | |
| American Funds American Funds 2050 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $2.7M | 2.1% | |
| American Funds American Funds 2045 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $2.7M | 2.0% | |
| MFS Investment Management MFS International Growth Fund Class R6 | Mutual Funds | — | — | $2.5M | 1.9% | |
| American Funds American Funds American High-Income Trust Class R-6 | Mutual Funds | — | — | $2.5M | 1.9% | |
| Company * Fidelity Investments Institutional Services Fidelity Emerging Markets Fund Class K | Mutual Funds | — | — | $2.2M | 1.7% | |
| T.Rowe Price T.Rowe Price Integrated U.S. Small-Cap Growth Equity Fund I Class | Other securities | — | — | $2.1M | 1.6% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth Fund Class R6 | Other securities | — | — | $1.9M | 1.5% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | Other securities | — | — | $1.9M | 1.4% | |
| Company * Fidelity Investments Institutional Services Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $1.6M | 1.3% | |
| American Funds American Funds 2030 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $1.5M | 1.2% | |
| American Funds American Funds 2025 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $1.5M | 1.2% | |
| Vanguard Group, Inc. Vanguard Star Fund Investor Shares | Mutual Funds | — | — | $1.3M | 1.0% | |
| Company * Fidelity Investments Institutional Services Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.3M | 1.0% | |
| Parnassus Investment Parnassus Core Equity Fund Institutional Shares | Other securities | — | — | $1.1M | 0.9% | |
| American Funds American Funds EUPAC Fund Class R-6 | Mutual Funds | — | — | $1.1M | 0.8% | |
| Victory Capital Victory Core Plus Intermediate Bond Fund Class R6 | Other securities | — | — | $961K | 0.7% | |
| Company * Fidelity Investments Institutional Services Fidelity Select Energy Portfolio | Mutual Funds | — | — | $832K | 0.6% | |
| JPMorgan Mid Cap Value Fund Class R6 | Other securities | — | — | $817K | 0.6% | |
| Vanguard Group, Inc. Vanguard Wellesley Income Fund Admiral Shares | Mutual Funds | — | — | $810K | 0.6% | |
| Company * Fidelity Investments Institutional Services Fidelity Telecom & Utilities Fund | Mutual Funds | — | — | $781K | 0.6% | |
| MFS Investment Management MFS Corporate Bond Fund Class R6 | Mutual Funds | — | — | $749K | 0.6% | |
| Parametric Investment Parametric International Equity Fund Class I | Other securities | — | — | $687K | 0.5% | |
| Allspring Global Investments Allspring Short-Term Bond Plus Fund Class Inst | Other securities | — | — | $672K | 0.5% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $594K | 0.5% | |
| Columbia Floating Rate Fund Institutional 3 Class | Bonds / Notes | — | — | $471K | 0.4% | |
| American Funds American Funds Capital World Bond Fund Class R-6 | Mutual Funds | — | — | $444K | 0.3% | |
| Company Harbor Capital Harbor Small Cap Value Fund Institutional Class | Common Stocks | — | — | $398K | 0.3% | |
| Invesco Gold & Special Minerals Fund Class R6 | Mutual Funds | — | — | $381K | 0.3% | |
| Notes Receivable from Participants Interest rates of 4.25% - 9.25% and maturing through 2029 | Bonds / Notes | — | — | $287K | 0.2% | |
| Manning & Napier Manning & Napier Rainier International Discovery Series Class Z | Other securities | — | — | $119K | <0.1% | |
| BlackRock Global Allocation Fund, Inc. Class K | Common Stocks | — | — | $102K | <0.1% | |
| Lord Abbett Lord Abbett Inflation Focused Fund Class R6 | Mutual Funds | — | — | $101K | <0.1% | |
| American Funds American Funds 2010 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $91K | <0.1% | |
| Alliance Bernstein AB Global Real Estate Investment Fund II Class I | Other securities | — | — | $70K | <0.1% | |
| Vanguard Group, Inc. Vanguard GNMA Fund Admiral Shares | Agency / Mortgage-Backed | — | — | $69K | <0.1% | |
| PIMCO PMICO Stockplus Short Fund Institutional Class | Mutual Funds | — | — | $40K | <0.1% | |
| American Funds American Funds 2065 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $8K | <0.1% |
