Natalie KIMM signed The Private Suite Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Private Suite Holdings LLC's EIN is 84-3737899.
Download the official 2024 Form 5500 (PDF) for The Private Suite Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Private Suite Holdings 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $31K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $1.4M | 26.3% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $1.1M | 19.5% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $762K | 14.0% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $527K | 9.7% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $423K | 7.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $366K | 6.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $299K | 5.5% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $99K | 1.8% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $55K | 1.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $48K | 0.9% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $42K | 0.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $36K | 0.7% | |
| PIMCO RAE US INSTL | Registered Investment Companies | — | — | $30K | 0.6% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $30K | 0.6% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $28K | 0.5% | |
| FIDELITY GOVERNMENT MONEY MRKT | Registered Investment Companies | — | — | $28K | 0.5% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $23K | 0.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $20K | 0.4% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $13K | 0.2% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $11K | 0.2% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $4K | <0.1% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $2K | <0.1% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $2K | <0.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $14K |
| — |
