Kerry Florian signed Prime Therapeutics' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prime Therapeutics' EIN is 26-0076803.
Download the official 2024 Form 5500 (PDF) for Prime Therapeutics from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prime Therapeutics' plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $195K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $369K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $134.8M | 14.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $95.2M | 10.4% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $94.7M | 10.4% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $73.0M | 8.0% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $70.5M | 7.7% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $60.1M | 6.6% | |
| Fidelity | Mutual Funds | — | — | $59.6M | 6.5% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $52.5M | 5.8% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $28.4M | 3.1% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $22.1M | 2.4% | |
| Fidelity | Mutual Funds | — | — | $21.2M | 2.3% | |
| Blackrock | Other securities | — | — | $20.9M | 2.3% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $17.4M | 1.9% | |
| American Funds | Mutual Funds | — | — | $16.8M | 1.8% | |
| Participants | Other securities | — | — | $16.5M | 1.8% | |
| Fidelity | Mutual Funds | — | — | $14.4M | 1.6% | |
| JP Morgan | Other securities | — | — | $12.7M | 1.4% | |
| Fidelity | Mutual Funds | — | — | $12.3M | 1.4% | |
| MFS | Mutual Funds | — | — | $12.1M | 1.3% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $11.7M | 1.3% | |
| Clear Bridge | Other securities | — | — | $11.7M | 1.3% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $11.7M | 1.3% | |
| Fidelity | Mutual Funds | — | — | $11.2M | 1.2% | |
| DFA | Mutual Funds | — | — | $10.9M | 1.2% | |
| DFA | Mutual Funds | — | — | $8.7M | 1.0% | |
| PIMCO | Mutual Funds | — | — | $8.1M | 0.9% | |
| EAGLE MID CAP GR F ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $5.8M | 0.6% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $4.9M | 0.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SAGEVIEW |
| 33-0818667 |
| — |
| CONSULTANT |
| $69K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS BLUE SHIELD ASSOCIATION | 13-5656874 | — | OTHER SERVICES | $28K | — |
