Laura Hagan signed Premier Performance, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Premier Performance, LLC's EIN is 26-0671755.
Download the official 2024 Form 5500 (PDF) for Premier Performance, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Premier Performance, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
| MESIROW FINANCIAL INC | 36-3194849 |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.2M | 17.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $916K | 12.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $763K | 10.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $646K | 8.8% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $578K | 7.9% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $401K | 5.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $394K | 5.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $367K | 5.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $350K | 4.8% | |
| STATE ST S&P MD CP IDX NL C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $223K | 3.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $180K | 2.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $158K | 2.2% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $141K | 1.9% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $129K | 1.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $126K | 1.7% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $122K | 1.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $73K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $73K | 1.0% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $67K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $67K | 0.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $63K | 0.9% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $29K | 0.4% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $22K | 0.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $20K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $11K | 0.2% | |
| FID US BOND IND | Registered Investment Companies | — | — | $10K | 0.1% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $7K |
| — |
