Darlene SUER signed Partners PEO, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Partners PEO, LLC's EIN is 82-5068730.
Download the official 2024 Form 5500 (PDF) for Partners PEO, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Partners PEO, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA WEALTH INC | 48-1233289 | — | INVESTMENT ADVISORY- PLAN | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA OT 2025 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 687 | Pooled Separate Account | — | — | $2.7M | 18.4% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 691 | Pooled Separate Account | — | — | $1.7M | 11.8% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 688 | Pooled Separate Account | — | — | $1.4M | 9.5% | |
| Transamerica Financial Life Ins Co Transamerica RetireOnTrack 2030 with American Funds Ret Acct | Mutual Funds | — | — | $1.4M | 9.5% | |
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 689 | Pooled Separate Account | — | — | $1.1M | 7.9% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 686 | Pooled Separate Account | — | — | $1.1M | 7.4% | |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 692 | Pooled Separate Account | — | — | $932K | 6.4% | |
| TRANSAMERICA OT 2060 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 817 | Pooled Separate Account | — | — | $873K | 6.0% | |
| TRANSAMERICA OT 2055 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 693 | Pooled Separate Account | — | — | $757K | 5.2% | |
| TA VANGUARD TTL STOCK MKT IDX ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $692K | 4.8% | |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 690 | Pooled Separate Account | — | — | $649K | 4.5% | |
| TRANSAMERICA OT 2015 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 685 | Pooled Separate Account | — | — | $493K | 3.4% | |
| INTL GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 433 | Pooled Separate Account | — | — | $378K | 2.6% | |
| PUTNAM LG CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 957 | Pooled Separate Account | — | — | $321K | 2.2% | |
| JPMORGAN LG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $283K | 2.0% | |
| Transamerica Financial Life Ins Co TCW MetWest Total Return Bond Ret Acct | Common Stocks | — | — | $218K | 1.5% | |
| METROPOLITAN WEST TTL URN BD ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 772 | Pooled Separate Account | — | — | $218K | 1.5% | |
| Participants Notes Receivable from Participants Interest Rates: 4.25% to 9.50% | Bonds / Notes | — | — | $175K | 1.2% | |
| TRANSAMERICA OT 2010 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 684 | Pooled Separate Account | — | — | $142K | 1.0% | |
| STATE STREET RUSSELL SM CP IDX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $100K | 0.7% | |
| JPMORGAN GOVT SECURITIES RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 108 | Pooled Separate Account | — | — | $95K | 0.7% | |
| JPMORGAN MID CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 379 | Pooled Separate Account | — | — | $92K | 0.6% | |
| * Transamerica Financial Life Ins Co Transamerica Stable Value Core Account | Guaranteed Income / GIC | — | — | $75K | 0.5% | |
| ALLSPRING SPECIAL SM CP VAL RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 965 | Pooled Separate Account | — | — | $72K | 0.5% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $67K | 0.5% | |
| AMERICAN CENTURY MD CP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 194 | Pooled Separate Account | — | — | $58K | 0.4% | |
| TRANSAMERICA OT 2065 AMER FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 402 | Pooled Separate Account | — | — | $9K | <0.1% | |
| BLACKROCK MID-CAP GR EQ RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 098 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
