Scott Walker signed Premier Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Premier Holdings, LLC's EIN is 83-1227176.
Download the official 2024 Form 5500 (PDF) for Premier Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Premier Holdings, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $12K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Funds (1) | Common Collective Trusts | — | — | $2.2M | 11.6% | |
| Fidelity Freedom Index 2040 K6 Mutual Funds (1) | Mutual Funds | — | — | $2.1M | 11.1% | |
| Fidelity Freedom Index 2035 K6 Mutual Funds (1) | Mutual Funds | — | — | $1.7M | 9.3% | |
| Fidelity Freedom Index 2020 K6 Mutual Funds (1) | Mutual Funds | — | — | $1.6M | 8.8% | |
| Fidelity Freedom Index 2030 K6 Mutual Funds (1) | Mutual Funds | — | — | $1.2M | 6.3% | |
| Fidelity Freedom Index 2045 K6 Mutual Funds (1) | Mutual Funds | — | — | $1.1M | 5.8% | |
| Fidelity Freedom Index 2025 K6 Mutual Funds (1) | Mutual Funds | — | — | $898K | 4.8% | |
| Fidelity Freedom Index 2070 K6 Mutual Funds (1) 230 * Fidelity Managed Income Portfolio Class 1 Common / Collective Trust (1) | Common Collective Trusts | — | — | $819K | 4.4% | |
| Fidelity Total Bond Fund Mutual Funds (1) | Mutual Funds | — | — | $790K | 4.2% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $770K | 4.1% | |
| Fidelity Freedom Index 2050 K6 Mutual Funds (1) | Mutual Funds | — | — | $553K | 3.0% | |
| Fidelity Government Income Fund Mutual Funds (1) | Mutual Funds | — | — | $513K | 2.7% | |
| Fidelity Freedom Index 2055 K6 Mutual Funds (1) | Mutual Funds | — | — | $474K | 2.5% | |
| MFS Mid Cap Value Fund Class R4 Mutual Funds (1) | Mutual Funds | — | — | $434K | 2.3% | |
| Fidelity International Index Mutual Funds (1) | Mutual Funds | — | — | $359K | 1.9% | |
| Participant Loans Interest Rate (4.25% to 9.50%) $0 | Bonds / Notes | — | — | $353K | 1.9% | |
| Fidelity Freedom Index 2015 K6 Mutual Funds (1) | Mutual Funds | — | — | $289K | 1.5% | |
| Janus Henderson Enterprise Fund Mutual Funds (1) | Mutual Funds | — | — | $283K | 1.5% | |
| MFS Value Fund Mutual Funds (1) | Mutual Funds | — | — | $163K | 0.9% | |
| Invesco Developing Markets Fund Mutual Funds (1) | Mutual Funds | — | — | $150K | 0.8% | |
| Northern Small Cap Value Fund Mutual Funds (1) | Other securities | — | — | $119K | 0.6% | |
| Fidelity SmallCap Index Mutual Funds (1) | Mutual Funds | — | — | $110K | 0.6% | |
| Fidelity Freedom Index 2060 K6 Mutual Funds (1) | Mutual Funds | — | — | $104K | 0.6% | |
| Principal Investment Fund Real Estate Securities Mutual Funds (1) | Other securities | — | — | $87K | 0.5% | |
| Principal Investment Small Cap Growth Fund Mutual Funds (1) | Other securities | — | — | $54K | 0.3% | |
| Fidelity Freedom Income Fund K6 Mutual Funds (1) 198 * Fidelity Freedom Index 2010 K6 Mutual Funds (1) | Mutual Funds | — | — | $49K | 0.3% | |
| Fidelity Freedom Index 2065 K6 Mutual Funds (1) | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity Government Money Market Fund Interest Bearing Cash (1) | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $7K |
| — |
