Wendy Davis signed Premier Custom-Built, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Premier Custom-Built, Inc.'s EIN is 23-2653292.
Download the official 2024 Form 5500 (PDF) for Premier Custom-Built, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Premier Custom-Built, Inc.'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 |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | SAN DIEGO, CA | NONE | $31K | — |
| NWPS | 91-2090931 | TOWSON, MD | NONE | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIMCO Income Fund | Mutual Funds | — | — | $2.2M | 12.2% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $2.1M | 11.8% | |
| Fidelity Advisor High Income Fund | Mutual Funds | — | — | $2.1M | 11.6% | |
| MFS Growth Fund Class I | Mutual Funds | — | — | $2.1M | 11.6% | |
| JPMorgan US Equity Fund Class R6 | Other securities | — | — | $2.0M | 11.2% | |
| Columbia Mid Cap Index Fund | Common Collective Trusts | — | — | $1.9M | 10.2% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $1.8M | 9.6% | |
| Pioneer Bond Fund Class Y | Other securities | — | — | $1.3M | 7.4% | |
| Emerald Growth Fund | Other securities | — | — | $1.3M | 7.0% | |
| DFA Emerging Markets Value Fund | Mutual Funds | — | — | $1.0M | 5.5% | |
| Participant Loans Rate of 5.25% - 9.50% 0 | Bonds / Notes | — | — | $52K | 0.3% | |
| RELIANCE TRUST STABLE VALUE 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $51K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
