Shirley Horner signed Priority Fulfillment Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Priority Fulfillment Services' EIN is 75-2655704.
Download the official 2024 Form 5500 (PDF) for Priority Fulfillment Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Priority Fulfillment Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $51K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — |
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.
| % of plan | |||
|---|---|---|---|
| PUTNAM STABLE VALUE FUND 15 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $0 | — |
| TRP RET 2050 TRUST E T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | $0 | — |
| TRP RET 2010 TRUST E T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | $0 | — |
| TRP RET 2045 TRUST - E T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | $0 | — |
| TRP RET 2015 TRUST E T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | $0 | — |
| TRP RET 2055 TRUST E T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | $0 | — |
| TRP RET 2040 TRUST - E T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | $0 | — |
| TRP RET 2020 TRUST E T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | $0 | — |
| TRP RET 2035 TRUST - E T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | $0 | — |
| TRP RET 2025 TRUST E T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | $0 | — |
| AB US LG CAP GR L WILMINGTON TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | $0 | — |
| TRP RET 2030 TRUST E T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | $0 | — |
| TRP RET 2060 TRUST E T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | $0 | — |
| TRP RET 2005 TRUST E T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | $0 | — |
| TRP RET 2065 TRUST E T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | $0 | — |
| INVESTMENT/FINANCIAL ADVI |
| $23K |
| — |
