Kriste Romano signed Jennison Associates LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jennison Associates LLC's EIN is 52-2069785.
Download the official 2024 Form 5500 (PDF) for Jennison Associates LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jennison Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVESTMENT MANAGE | — | CHICAGO, IL | OTHER | $30K | — |
| MITCHELL & TITUS LLP |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| OTHER |
| $30K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| HARBOR CAPITAL APPRECIATION CIT 5 HARBOR FUNDS · EIN 59-6846216 / PN 846 | Common Collective Trust | — | — | $144.4M | 29.7% | |
| Fidelity 500 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $58.1M | 12.0% | |
| Guaranteed Income Fund Fixed Annuities - | Other securities | — | — | $40.7M | 8.4% | |
| PGIM Jennison Global Opportunity Fund Class Z Mutual Fund - | Other securities | — | — | $40.0M | 8.2% | |
| American Century Equity Income Fund Mutual Fund - | Other securities | — | — | $35.1M | 7.2% | |
| PGIM Jennison Small Company Fund Class Z Mutual Fund - | Common Stocks | — | — | $30.7M | 6.3% | |
| PGIM Jennison Health Sciences Fund Class Z Mutual Fund - | Other securities | — | — | $30.5M | 6.3% | |
| BNY Mellon Intl Stock I Mutual Fund - | Other securities | — | — | $25.4M | 5.2% | |
| PGIM TOTAL RETURN BOND FUND CIT CLA GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $16.4M | 3.4% | |
| MFS Mid Cap Growth Mutual Fund - | Mutual Funds | — | — | $10.4M | 2.1% | |
| Invesco Developing Markets Fund Mutual Fund - | Mutual Funds | — | — | $7.6M | 1.6% | |
| PGIM Jennison Utility Fund Class Z Mutual Fund - | Other securities | — | — | $7.4M | 1.5% | |
| Blackrock Global Allocation Instutional Mutual Fund - | Other securities | — | — | $6.8M | 1.4% | |
| American Century MCV R6 Mutual Fund - | Other securities | — | — | $6.0M | 1.2% | |
| Fidelity Small Cap Index Mutual Fund - | Mutual Funds | — | — | $5.4M | 1.1% | |
| Fidelity Sml Cap Val IDX Mutual Fund - | Common Collective Trusts | — | — | $4.2M | 0.9% | |
| Fidelity Mid Cap Index Mutual Fund - | Mutual Funds | — | — | $4.0M | 0.8% | |
| PGIM High Yield Fund Class Z Mutual Fund - | Other securities | — | — | $3.8M | 0.8% | |
| PGIM Short Term Corporate Bond Z Mutual Fund - | Other securities | — | — | $3.3M | 0.7% | |
| Blackrock Strategic Income Opps Institutional Mutual Fund - | Other securities | — | — | $2.6M | 0.5% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $1.5M | 0.3% | |
| Notes Receivables from Participants 4.25%-9.50% Various Maturity Dates | Bonds / Notes | — | — | $960K | 0.2% | |
| PIMCO Global Bond Fund Mutual Fund - | Mutual Funds | — | — | $509K | 0.1% | |
| HARBOR CAPITAL APPRECIATION CIT 4 HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
