Freddie Jacobs Jr. signed Pierre Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pierre Enterprises, Inc.'s EIN is 91-0980211.
Download the official 2024 Form 5500 (PDF) for Pierre Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pierre Enterprises, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT-WEST TRUST DRIVE BALANCED FUN GREAT-WEST TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $6.4M | 37.7% | |
| Northern Trust Collective S&P 500 Index Collective Trust Fund NR | Common Collective Trusts | — | — | $4.1M | 24.0% | |
| MassMutual Mid Cap Growth Equity Mutual Fund NR | Other securities | — | — | $776K | 4.6% | |
| T Rowe Price Retirement Blend 2030 Collective Trust Fund NR | Common Collective Trusts | — | — | $704K | 4.2% | |
| Northern Trust Collective S&P 400 Index Collective Trust Fund NR | Common Collective Trusts | — | — | $645K | 3.8% | |
| T Rowe Price Retirement Blend 2045 Collective Trust Fund NR | Common Collective Trusts | — | — | $592K | 3.5% | |
| MFS Mid Cap Value Collective Trust Fund NR | Common Collective Trusts | — | — | $519K | 3.1% | |
| Northern Trust Collective Russell 2000 Index Collective Trust Fund NR | Common Collective Trusts | — | — | $469K | 2.8% | |
| Allspring Special Small Cap Value Mutual Fund NR | Other securities | — | — | $407K | 2.4% | |
| American Funds Europacific Growth Mutual Fund NR | Mutual Funds | — | — | $367K | 2.2% | |
| T Rowe Price Retirement Blend 2035 Collective Trust Fund NR | Common Collective Trusts | — | — | $303K | 1.8% | |
| Principal Small Cap Growth Mutual Fund NR | Other securities | — | — | $262K | 1.5% | |
| Northern Trust Collective All Country World Ex-US Index Collective Trust Fund NR | Common Collective Trusts | — | — | $256K | 1.5% | |
| GREAT-WEST TRUST DRIVE INCOME FUND GREAT-WEST TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $219K | 1.3% | |
| Fidelity Total Bond Mutual Fund NR | Mutual Funds | — | — | $181K | 1.1% | |
| Northern Trust Aggregate Bond Index Collective Trust Fund NR | Common Collective Trusts | — | — | $172K | 1.0% | |
| T Rowe Price Retirement Blend 2040 Collective Trust Fund NR | Common Collective Trusts | — | — | $151K | 0.9% | |
| T Rowe Price Retirement Blend 2015 Collective Trust Fund NR | Common Collective Trusts | — | — | $110K | 0.7% | |
| T Rowe Price Retirement Blend 2025 Collective Trust Fund NR | Common Collective Trusts | — | — | $92K | 0.5% | |
| Northern Trust Collective Russell 1000 Growth Index Collective Trust Fund NR | Common Collective Trusts | — | — | $83K | 0.5% | |
| T Rowe Price Retirement Blend 2055 Collective Trust Fund NR | Common Collective Trusts | — | — | $33K | 0.2% | |
| SSGA Real Asset Collective Trust Fund NR | Common Collective Trusts | — | — | $31K | 0.2% | |
| T Rowe Price Retirement Blend 2050 Collective Trust Fund NR | Common Collective Trusts | — | — | $26K | 0.2% | |
| Various, bearing interest from * Participant loans 4.25% - 5.75% - | Bonds / Notes | — | — | $25K | 0.1% | |
| T Rowe Price Retirement Blend 2020 Collective Trust Fund NR | Common Collective Trusts | — | — | $25K | 0.1% | |
| T Rowe Price Retirement Blend 2065 Collective Trust Fund NR | Common Collective Trusts | — | — | $21K | 0.1% | |
| Victory Trivalent International Small-Cap Mutual Fund NR | Other securities | — | — | $10K | <0.1% | |
| T Rowe Price Retirement Blend 2060 Collective Trust Fund NR | Common Collective Trusts | — | — | $9K | <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 |
|---|---|---|---|---|---|
| NORTHEAST RETIREMENT SERVICES, INC. | — | WOBURN, MA | CONTRACT ADMIN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL AUTOMOBILE DEALERS ASSOCIA | — | MCLEAN, VA | OTHER | $19K | — |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | OTHER | $3K | — |
