Katherine Burgess signed Primo Water Holdings Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Primo Water Holdings Inc.'s EIN is 58-2020185.
Download the official 2024 Form 5500 (PDF) for Primo Water Holdings Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Primo Water Holdings Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $285K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | NONE | $202K | — |
| CBIZ CPAS PC | 43-1947695 |
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 | |||||
|---|---|---|---|---|---|---|
| SSGA SANDP 500 INDEX FUND CLASS K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $49.4M | 13.3% | |
| CAPITAL GROUP 2040 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $37.9M | 10.2% | |
| CAPITAL GROUP 2030 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $35.9M | 9.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $33.9M | 9.1% | |
| IVY MID CAP GROWTH CIT C IVY FUNDS · EIN 40-3036428 / PN 000 | Common Collective Trust | — | — | $24.5M | 6.6% | |
| FRANKLIN GROWTH GG TRUST CIT S GREAT GRAY · EIN 82-3341628 / PN 360 | Common Collective Trust | — | — | $19.7M | 5.3% | |
| American Funds EuroPacific Growth Fund® Class R-6 Mutual Funds | Mutual Funds | — | — | $18.8M | 5.0% | |
| CAPITAL GROUP 2050 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $16.7M | 4.5% | |
| JP Morgan Core Bond Fund A Mutual Funds | Other securities | — | — | $16.1M | 4.3% | |
| SSGA RUSSELL SMALL/MID CAP INDEX FU STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $15.4M | 4.1% | |
| CAPITAL GROUP 2035 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 535 | Common Collective Trust | — | — | $14.5M | 3.9% | |
| MFS Value Fund Mutual Funds | Mutual Funds | — | — | $12.3M | 3.3% | |
| CAPITAL GROUP 2020 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $11.4M | 3.1% | |
| CAPITAL GROUP 2045 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 545 | Common Collective Trust | — | — | $9.7M | 2.6% | |
| CAPITAL GROUP 2055 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 555 | Common Collective Trust | — | — | $8.7M | 2.4% | |
| CAPITAL GROUP 2025 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 525 | Common Collective Trust | — | — | $8.0M | 2.2% | |
| CAPITAL GROUP 2015 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 515 | Common Collective Trust | — | — | $8.0M | 2.1% | |
| Vanguard Explorer Fund Adm Mutual Funds | Mutual Funds | — | — | $7.9M | 2.1% | |
| Victory Syca Est Value I Mutual Funds | Other securities | — | — | $4.9M | 1.3% | |
| CAPITAL GROUP 2060 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $4.3M | 1.1% | |
| MFS New Discovery Value R6 Mutual Funds | Mutual Funds | — | — | $2.4M | 0.6% | |
| CAPITAL GROUP 2065 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 565 | Common Collective Trust | — | — | $924K | 0.2% | |
| Dreyfus Government Cash Mgmt Instl Money Market Fund | Mutual Funds | — | — | $720K | 0.2% | |
| CAPITAL GROUP 2010 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 510 | Common Collective Trust | — | — | $174K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $27K |
| — |
