Christian Streu signed The Partner Companies LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Partner Companies LLC's EIN is 37-1965450.
Download the official 2022 Form 5500 (PDF) for The Partner Companies LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)The Partner Companies LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $99K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $17.3M | 95.7% | |
| TA BLACKROCK LP INDEX 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $3.1M | 17.3% | |
| TA BLACKROCK LP INDEX 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $2.4M | 13.2% | |
| TA BLACKROCK LP INDEX 2030 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $2.1M | 11.7% | |
| TA BLACKROCK LP IDX RTMENT RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $1.5M | 8.2% | |
| TRANSAMERICA PTNR STOCK IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $1.4M | 7.5% | |
| TA BLACKROCK LP INDEX 2040 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $971K | 5.4% | |
| AMERICAN FDS 2055 TRGT DT RTMNT RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 693 | Pooled Separate Account | — | — | $954K | 5.3% | |
| TA BLACKROCK LP INDEX 2050 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $751K | 4.1% | |
| [Assets held in participant loans] | Other | — | — | $476K | 2.6% | |
| TA BLACKROCK LP INDEX 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $450K | 2.5% | |
| TA BLACKROCK LP INDEX 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $403K | 2.2% | |
| FIDELITY ADVISOR GR OPP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 201 | Pooled Separate Account | — | — | $362K | 2.0% | |
| AMERICAN FDS 2050 TRGT DT RTMNT RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 692 | Pooled Separate Account | — | — | $311K | 1.7% | |
| AMERICAN FDS 2025 TRGT DT RTMNT RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 687 | Pooled Separate Account | — | — | $307K | 1.7% | |
| AMERICAN FDS 2030 TRGT DT RTMNT RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 688 | Pooled Separate Account | — | — | $266K | 1.5% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $244K | 1.3% | |
| TA BLACKROCK LP INDEX 2060 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $243K | 1.3% | |
| STATE STREET RUSSELL SM CP IDX RT A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $222K | 1.2% | |
| WESTERN ASSET CORE PLUS BD RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 609 | Pooled Separate Account | — | — | $179K | 1.0% | |
| JPMORGAN EQUITY INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $167K | 0.9% | |
| AMERICAN FDS 2045 TRGT DT RTMNT RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 691 | Pooled Separate Account | — | — | $155K | 0.9% | |
| TRANSAMERICA INTL EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 603 | Pooled Separate Account | — | — | $118K | 0.6% | |
| JPMORGAN U.S. EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 334 | Pooled Separate Account | — | — | $105K | 0.6% | |
| MFS INTL DIVERSIFICATION RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123 | Pooled Separate Account | — | — | $99K | 0.5% | |
| AMERICAN FDS 2010 TRGT DT RTMNT RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 684 | Pooled Separate Account | — | — | $86K | 0.5% | |
| CLEARBRIDGE SMALL CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 380 | Pooled Separate Account | — | — | $77K | 0.4% | |
| AMERICAN CENTURY MD CP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 194 | Pooled Separate Account | — | — | $76K | 0.4% | |
| AMERICAN FDS 2060 TRGT DT RTMNT RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 817 | Pooled Separate Account | — | — | $59K | 0.3% | |
| AMERICAN FDS 2035 TRGT DT RTMNT RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 689 | Pooled Separate Account | — | — | $58K | 0.3% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $57K | 0.3% | |
| ALLSPRING DISCOVERY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 962 | Pooled Separate Account | — | — | $55K | 0.3% | |
| FRANKLIN SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 945 | Pooled Separate Account | — | — | $41K | 0.2% | |
| AMERICAN FDS 2020 TRGT DT RTMNT RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 686 | Pooled Separate Account | — | — | $20K | 0.1% | |
| AMERICAN FDS 2040 TRGT DT RTMNT RT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 690 | Pooled Separate Account | — | — | $14K | <0.1% | |
| TRANSAMERICA GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 786 | Pooled Separate Account | — | — | $0 | <0.1% |
