Tracy Johnroe signed Premier Resources, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Premier Resources, LLC's EIN is 38-3464874.
Download the official 2024 Form 5500 (PDF) for Premier Resources, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Premier Resources, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $765K | 14.8% | |
| Fidelity | Mutual Funds | — | — | $688K | 13.3% | |
| Fidelity | Mutual Funds | — | — | $665K | 12.9% | |
| Fidelity | Mutual Funds | — | — | $420K | 8.1% | |
| Fidelity | Mutual Funds | — | — | $334K | 6.5% | |
| Participant loans | Participant loans | — | — | $327K | 6.3% | |
| Fidelity | Mutual Funds | — | — | $316K | 6.1% | |
| Fidelity | Mutual Funds | — | — | $275K | 5.3% | |
| American Funds | Mutual Funds | — | — | $217K | 4.2% | |
| Fidelity | Mutual Funds | — | — | $210K | 4.1% | |
| American Funds | Mutual Funds | — | — | $201K | 3.9% | |
| Fidelity | Mutual Funds | — | — | $189K | 3.7% | |
| American Funds | Mutual Funds | — | — | $120K | 2.3% | |
| T. Rowe Price | Other securities | — | — | $92K | 1.8% | |
| MFS | Mutual Funds | — | — | $80K | 1.6% | |
| Fidelity | Mutual Funds | — | — | $43K | 0.8% | |
| Fidelity | Mutual Funds | — | — | $39K | 0.8% | |
| Fidelity | Mutual Funds | — | — | $37K | 0.7% | |
| Columbia | Other securities | — | — | $30K | 0.6% | |
| Fidelity | Mutual Funds | — | — | $25K | 0.5% | |
| Fidelity | Mutual Funds | — | — | $16K | 0.3% | |
| JP Morgan | Other securities | — | — | $14K | 0.3% | |
| Lord Abbett | Mutual Funds | — | — | $11K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $9K | 0.2% | |
| MFS | Mutual Funds | — | — | $8K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $6K | 0.1% | |
| Fidelity | Mutual Funds | — | — | $6K | 0.1% | |
| Fidelity | Mutual Funds | — | — | $4K | <0.1% | |
| Standard | Other securities | — | — | $1K | <0.1% | |
| Pimco | Mutual Funds | — | — | $614 | <0.1% | |
| Fidelity | Mutual Funds | — | — | $599 | <0.1% | |
| Fidelity | Mutual Funds | — | — | $379 | <0.1% | |
| Fidelity | Mutual Funds | — | — | $230 | <0.1% | |
| Fidelity | Mutual Funds | — | — | $214 | <0.1% | |
| American Funds | Mutual Funds | — | — | $172 | <0.1% | |
| Fidelity | Mutual Funds | — | — | $169 | <0.1% | |
| Fidelity | Mutual Funds | — | — | $164 | <0.1% | |
| Pimco | Mutual Funds | — | — | $153 | <0.1% | |
| James Henderson | Other securities | — | — | $13 | <0.1% | |
| Fidelity | Mutual Funds | — | — | $5 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
