Robert Gray signed Primrose Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Primrose Holdings LLC's EIN is 58-1806932.
Download the official 2024 Form 5500 (PDF) for Primrose Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Primrose Holdings 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 9.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.4M | 8.5% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 7.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 7.6% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.2M | 7.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 6.3% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $1.0M | 6.3% | |
| INVESCO CORE BOND R6 | Registered Investment Companies | — | — | $994K | 6.1% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $716K | 4.4% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $678K | 4.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $644K | 3.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $637K | 3.9% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $623K | 3.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $475K | 2.9% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $389K | 2.4% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $364K | 2.2% | |
| JANUS HENDERSON GLOBAL EQ I | Registered Investment Companies | — | — | $294K | 1.8% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $290K | 1.8% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $282K | 1.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $270K | 1.7% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $212K | 1.3% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $125K | 0.8% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $100K | 0.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $92K | 0.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $68K | 0.4% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $46K | 0.3% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $37K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $29K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $30K |
| — |
