Caterina Falcone signed Performance Team LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Performance Team LLC's EIN is 33-0260669.
Download the official 2022 Form 5500 (PDF) for Performance Team LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Performance Team LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $282K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS | 61-0736136 | — | RETAINED BY PLAN SPONSOR | $6K | — |
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.
| % of plan | |||
|---|---|---|---|
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | $0 | — |
| T ROWE PRICE LARGE CAP GROWTH TRUST T ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | $0 | — |
| HOTCHKIS & WILEY LARGE CAP VALUE CI WILMINGTON TRUST, N.A. · EIN 38-4139839 / PN 615 | Common Collective Trust | $0 | — |
