ADAM Stomp signed Premier Cooperative, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Premier Cooperative, Inc.'s EIN is 27-0337232.
Download the official 2023 Form 5500 (PDF) for Premier Cooperative, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Premier Cooperative, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGT. | 39-2018056 | — | RETAINED BY PLAN SPONSOR | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Party-In- Current Interest Identity of Party Involved and Description of Investment Cost Value Investments, at Fair Value Mutual Funds, at Fair Value * JH Multi-Index 2025 LT Prt R6 | Other securities | — | — | $3.7M | 36.4% | |
| JH Multi-Index 2040 LT Prt R6 | Other securities | — | — | $1.7M | 16.4% | |
| JH Multi-Index 2045 LT Prt R6 | Other securities | — | — | $647K | 6.4% | |
| JH Multi-Index 2050 LT Prt R6 | Other securities | — | — | $643K | 6.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $511K | 5.0% | |
| JH Multi-Index 2055 LT Prt R6 | Other securities | — | — | $398K | 3.9% | |
| JH Multi-Index 2060 LT Prt R6 | Other securities | — | — | $357K | 3.5% | |
| JH Multi-Index 2035 LT Prt R6 | Other securities | — | — | $313K | 3.1% | |
| JH Multi-Index 2020 LT Prt R6 | Other securities | — | — | $290K | 2.9% | |
| JH Multi-Index 2030 LT Prt R6 | Other securities | — | — | $287K | 2.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $187K | 1.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $170K | 1.7% | |
| Notes Receivable from Participants Interest Rate 4.25 to 9.50 Percent -0- | Other securities | — | — | $163K | 1.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $120K | 1.2% | |
| American Balanced Fund R6 | Other securities | — | — | $110K | 1.1% | |
| BlackRock Commodity Strat K | Other securities | — | — | $84K | 0.8% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $74K | 0.7% | |
| DFA International Value Part I | Mutual Funds | — | — | $68K | 0.7% | |
| Vanguard Small Growth Admiral | Mutual Funds | — | — | $68K | 0.7% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $23K | 0.2% | |
| Eagle Mid Cap Growth Fund R6 | Other securities | — | — | $23K | 0.2% | |
| T Rowe Price Blue Chip Growth I | Mutual Funds | — | — | $19K | 0.2% | |
| American New World Fund R6 | Other securities | — | — | $9K | <0.1% | |
| Party-In- Current Interest Identity of Party Involved and Description of Investment Cost Value Money Market Funds, at Fair Value JP Morgan US Govt MMkt Cap CP | Cash / Money Market | — | — | $6K | <0.1% | |
| JH Multi-Index 2010 LT Prt R6 | Other securities | — | — | $3K | <0.1% | |
| JH Multi-Index 2015 LT Prt R6 | Other securities | — | — | $3K | <0.1% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $3K | <0.1% | |
| Cohen & Steers Real Ets Sec Z | Other securities | — | — | $2K | <0.1% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $1K | <0.1% | |
| DFA US Targeted Value Part 1 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
