Matthew Lester signed Princeton Acquisition, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Princeton Acquisition, LLC's EIN is 38-3574888.
Download the official 2024 Form 5500 (PDF) for Princeton Acquisition, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Princeton Acquisition, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHECHTER INVESTMENT ADVISORS, LLC | 38-4907906 | — | INVESTMENT ADVISORY | $0 | — |
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 | — | — | $9.3M | 100.0% | |
| METRO WEST TTL RTN BD ADMIN MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 236 | Pooled Separate Account | — | — | $1.9M | 20.8% | |
| VANGUARD EQUITY-INCOME ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 333 | Pooled Separate Account | — | — | $867K | 9.3% | |
| VANGUARD 500 INDEX ADMIRAL MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 293 | Pooled Separate Account | — | — | $562K | 6.0% | |
| OAKMARK INTERNATIONAL INSTL MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 252 | Pooled Separate Account | — | — | $435K | 4.7% | |
| DFA EMERG MKT CORE EQTY I FD MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 384 | Pooled Separate Account | — | — | $425K | 4.6% | |
| VANGUARD SMALL-CAP IDX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 178 | Pooled Separate Account | — | — | $261K | 2.8% | |
| VANGUARD MID CAP INDEX ADMIRAL MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 174 | Pooled Separate Account | — | — | $240K | 2.6% | |
| DFA U.S. TARGETED VALUE PORT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 127 | Pooled Separate Account | — | — | $235K | 2.5% | |
| JANUS HENDERSON TRITON N MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 223 | Pooled Separate Account | — | — | $152K | 1.6% | |
| INVESCO EQUITY & INCOME MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $6K | <0.1% | |
| VANGUARD ST BOND IDX ADM STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $5K | <0.1% | |
| VANGUARD REAL ESTATE INDEX ADM MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 254 | Pooled Separate Account | — | — | $171 | <0.1% |
| WILSHIRE ADVISORS LLC |
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT ADVANTAGE, INC. | 38-3254950 | — | CONTRACT ADMINISTRATOR | $14K | — |
