Melissa Clark signed Primera Engineers, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Primera Engineers, Ltd.'s EIN is 36-3520747.
Download the official 2024 Form 5500 (PDF) for Primera Engineers, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Primera Engineers, Ltd.'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 | 01-0233346 | — | RETAINED BY EMPLOYER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | — | NEW YORK, NY | RETAINED BY EMPLOYER | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral 16,165.48 Shares | Common Collective Trusts | — | — | $8.8M | 21.0% | |
| American Century One Choice 2045 Port Inst 176,443.58 Shares | Other securities | — | — | $3.7M | 8.9% | |
| T Rowe Price Blue Chip Growth Fund 17,708.55 Shares | Mutual Funds | — | — | $3.3M | 7.9% | |
| American Century One Choice 2055 Port Inst 117,772.32 Shares | Other securities | — | — | $3.1M | 7.4% | |
| American Century One Choice 2060 Port Inst 130,097.67 Shares | Other securities | — | — | $2.3M | 5.6% | |
| American Century One Choice 2035 Port Inst 110,640.00 Shares | Other securities | — | — | $2.1M | 5.0% | |
| American Century One Choice 2050 Port Inst 89,713.13 Shares | Other securities | — | — | $1.9M | 4.5% | |
| Vanguard Mid-Cap Index Fund Adm 5,249.20 Shares | Common Collective Trusts | — | — | $1.7M | 4.1% | |
| Vanguard Small-Cap Index Adm 10,810.76 Shares | Mutual Funds | — | — | $1.2M | 3.0% | |
| American Century One Choice 2040 Port Inst 56,730.08 Shares | Other securities | — | — | $1.2M | 2.8% | |
| American Funds Wash Mutual Inv Fd R6 18,717.89 Shares | Mutual Funds | — | — | $1.2M | 2.8% | |
| Principal Diversified Intl R6 80,264.19 Shares | Other securities | — | — | $1.1M | 2.5% | |
| Common / Collective Trust Putnam Stable Value Fund 1,028,751.82 Units | Stable Value | — | — | $1.0M | 2.5% | |
| PUTNAM FIDUCIARY TRUST COMPANY PUTNAM STABLE VALUE FUND · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.0M | 2.5% | |
| American Century One Choice 2025 Port Inst 62,718.61 Shares | Other securities | — | — | $953K | 2.3% | |
| American Century One Choice 2030 Port Inst 52,570.12 Shares | Other securities | — | — | $909K | 2.2% | |
| Vanguard Inf-Prt Securities Fund Ad 36,469.43 Shares | Mutual Funds | — | — | $821K | 2.0% | |
| Voya Intermediate Bond Fund I 91,722.06 Shares | Other securities | — | — | $790K | 1.9% | |
| Invesco Disc MC Growth R6 21,400.10 Shares | Mutual Funds | — | — | $737K | 1.8% | |
| American Century One Choice 2015 Port Inst 56,859.53 Shares | Other securities | — | — | $697K | 1.7% | |
| Parnassus Core Equity Inst 10,513.66 Shares | Other securities | — | — | $628K | 1.5% | |
| Columbia High Yield Bond Fund Z 45,160.60 Shares | Other securities | — | — | $494K | 1.2% | |
| American Funds Am Balanced Fund R6 12,640.70 Shares | Mutual Funds | — | — | $434K | 1.0% | |
| Victory Syca Established Value Fund 8,561.79 Shares | Other securities | — | — | $394K | 0.9% | |
| Invesco Developing Markets Fund 9,979.73 Shares | Mutual Funds | — | — | $380K | 0.9% | |
| American Century One Choice 2020 Port Inst 27,507.79 Shares | Other securities | — | — | $370K | 0.9% | |
| Cohen & Steers Real Estate Secs Fund Z 18,537.05 Shares | Other securities | — | — | $320K | 0.8% | |
| T Rowe Price Intl Discovery Fund 4,338.12 Shares | Mutual Funds | — | — | $273K | 0.7% | |
| Participant Loans 4.25% - 9.50% Interest | Bonds / Notes | — | — | $268K | 0.6% | |
| Allspring Govt Securities 19,278.69 Shares | Other securities | — | — | $184K | 0.4% | |
| Baron Discovery Fund R6 5,355.21 Shares | Other securities | — | — | $174K | 0.4% | |
| DFA US Targeted Value Port Inst 4,219.36 Shares | Mutual Funds | — | — | $145K | 0.3% | |
| Vanguard Treasury Money Market 100,300.61 Shares | Mutual Funds | — | — | $100K | 0.2% | |
| American Century One Choice 2065 Port Inst 1,477.52 Shares | Other securities | — | — | $26K | <0.1% | |
| American Century One Choice 2010 Port Inst 599.33 Shares | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
