Joanna Stein Weiner signed Privilege Underwriters, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Privilege Underwriters, Inc.'s EIN is 84-1699173.
Download the official 2024 Form 5500 (PDF) for Privilege Underwriters, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Privilege Underwriters, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES | 13-4023176 | — | ADVISOR | $100K | — |
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 Investments Institutional Fidelity 500 Index Fund Premium | Common Collective Trusts | — | — | $23.9M | 14.1% | |
| Fidelity Investments Institutional Fidelity Freedom Blend 2045 Fund A | Mutual Funds | — | — | $18.2M | 10.8% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $18.2M | 10.8% | |
| Fidelity Investments Institutional Fidelity Freedom Blend 2050 Fund A | Mutual Funds | — | — | $18.2M | 10.7% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $18.2M | 10.7% | |
| Fidelity Investments Institutional Fidelity Freedom Blend 2055 Fund A | Mutual Funds | — | — | $17.6M | 10.4% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $17.6M | 10.4% | |
| Fidelity Investments Institutional Fidelity Freedom Blend 2040 Fund A | Mutual Funds | — | — | $16.4M | 9.7% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $16.4M | 9.7% | |
| Fidelity Investments Institutional Fidelity Freedom Blend 2035 Fund A | Mutual Funds | — | — | $12.0M | 7.1% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $12.0M | 7.1% | |
| T. Rowe Price Growth Stock Fund | Other securities | — | — | $10.1M | 6.0% | |
| Fidelity Investments Institutional Fidelity Freedom Blend 2060 Fund A | Mutual Funds | — | — | $10.0M | 5.9% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $10.0M | 5.9% | |
| Fidelity Investments Institutional Fidelity Freedom Blend 2030 Fund A | Mutual Funds | — | — | $7.5M | 4.4% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $7.5M | 4.4% | |
| Fidelity Investments Institutional Fidelity Freedom Blend 2025 Fund A | Mutual Funds | — | — | $3.7M | 2.2% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $3.7M | 2.2% | |
| Fidelity Investments Institutional Fidelity International Index Fund Premium | Common Collective Trusts | — | — | $2.8M | 1.7% | |
| Fidelity Investments Institutional Fidelity Extended Market Index Fund Premium | Common Collective Trusts | — | — | $2.6M | 1.5% | |
| Columbia Mid Cap Growth Fund Institutional 2 Class | Other securities | — | — | $2.5M | 1.5% | |
| T. Rowe Price Equity Income Fund | Other securities | — | — | $2.3M | 1.4% | |
| Fidelity Investments Institutional Fidelity Freedom Blend 2065 Fund A | Mutual Funds | — | — | $2.2M | 1.3% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $2.2M | 1.3% | |
| Allspring Special Mid Cap Value Fund - Class Inst | Other securities | — | — | $2.2M | 1.3% | |
| Fidelity Investments Institutional Fidelity Small Cap Index Fund Premium | Common Collective Trusts | — | — | $2.2M | 1.3% | |
| Fidelity Investments Institutional Fidelity Money Market Trust Retirement Government Fund | Mutual Funds | — | — | $1.9M | 1.1% | |
| from 2024 to 2043 | Other securities | — | — | $1.8M | 1.1% | |
| Janus Henderson Janus Henderson Triton Fund Class I | Mutual Funds | — | — | $1.3M | 0.8% | |
| Janus Henderson Janus Henderson Balanced Fund T | Mutual Funds | — | — | $1.3M | 0.8% | |
| Franklin Small Cap Value Fund R6 | Mutual Funds | — | — | $1.2M | 0.7% | |
| Massachusetts Financial Services International Growth Fund R4 | Other securities | — | — | $1.1M | 0.7% | |
| Fidelity Investments Institutional Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.1M | 0.6% | |
| Fidelity Investments Institutional Fidelity Emerging Markets Index Fund Premium | Common Collective Trusts | — | — | $884K | 0.5% | |
| Fidelity Investments Institutional Fidelity Freedom Blend 2020 Fund A | Mutual Funds | — | — | $882K | 0.5% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $882K | 0.5% | |
| Fidelity Investments Institutional Fidelity Advisor Focused Emerging Markets Fund Class I | Mutual Funds | — | — | $621K | 0.4% | |
| Lord, Abbett & Co Short Duration Income Fund I | Common Stocks | — | — | $478K | 0.3% | |
| The Bond Fund of America American Funds The Bond Fund of America Class R-6 | Mutual Funds | — | — | $390K | 0.2% | |
| Pacific Investment Management Co. PIMCO Short Term Fund Instl | Mutual Funds | — | — | $371K | 0.2% | |
| Fidelity Investments Institutional Fidelity Freedom Blend Income Fund - Class I | Mutual Funds | — | — | $305K | 0.2% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $305K | 0.2% | |
| Fidelity Investments Institutional Fidelity Short-Term Treasury Bond Index Fund Premium | U.S. Treasuries | — | — | $291K | 0.2% | |
| Fidelity Investments Institutional Fidelity Freedom Blend 2010 Fund A | Mutual Funds | — | — | $59K | <0.1% | |
| FID FRDM BLND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $59K | <0.1% | |
| Fidelity Investments Institutional Fidelity Freedom Blend 2015 Fund A | Mutual Funds | — | — | $38K | <0.1% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $38K | <0.1% | |
| Fidelity Investments Institutional Fidelity Managed Retirement 2030 Fund | Mutual Funds | — | — | $38K | <0.1% | |
| FID FRDM BLND 2005 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNERAMPER LLP | 87-1363769 | — | ACCOUNTANT/AUDITOR | $33K | — |
