Robyn Moses-Harney signed Planesense, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Planesense, Inc.'s EIN is 04-3161509.
Download the official 2024 Form 5500 (PDF) for Planesense, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Planesense, 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 |
|---|---|---|---|---|---|
| NATIONWIDE INSURANCE | — | COLUMBUS, OH | TRUST RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS LLC | 26-4311657 | AUSTIN, TX | INVESTMENT PROVFESSIONAL | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDX | Mutual Funds | — | — | $5.7M | 15.9% | |
| AB LGCAP GR I | Other securities | — | — | $2.9M | 8.1% | |
| NW FIXED SELECT OPTION | Other securities | — | — | $2.5M | 6.8% | |
| FID MDCAP INDX | Mutual Funds | — | — | $2.1M | 5.8% | |
| MFS INTERNATIONAL DIVERSIFICATI | Mutual Funds | — | — | $1.6M | 4.5% | |
| PUTNAM LARGE CAP VALUE Y | Mutual Funds | — | — | $1.4M | 3.8% | |
| BLKRK MDCAP GR EQ INST | Other securities | — | — | $1.3M | 3.6% | |
| NW INV DEST MOD R6 | Other securities | — | — | $1.2M | 3.4% | |
| FID SMCAP INDX | Mutual Funds | — | — | $1.1M | 3.1% | |
| VNGRD TRGT RTRMT 2045 INV | Other securities | — | — | $983K | 2.7% | |
| NW INV DEST MOD AGGR R6 | Other securities | — | — | $965K | 2.7% | |
| VNGRD TRGT RTRMT 2035 INV | Other securities | — | — | $951K | 2.6% | |
| VNGRD TRGT RTRMT 2055 INV | Other securities | — | — | $910K | 2.5% | |
| FNKLN SMCAP VAL ADV | Other securities | — | — | $851K | 2.4% | |
| VNGRD TRGT RTRMT 2060 INV | Other securities | — | — | $836K | 2.3% | |
| WLMNTRLRDABT SMCAPGREQ II NATIONWIDE · EIN 38-4139856 / PN 001 | Common Collective Trust | — | — | $813K | 2.2% | |
| PIONR BD Y | Other securities | — | — | $791K | 2.2% | |
| VNGRD TRGT RTRMT 2030 INV | Other securities | — | — | $770K | 2.1% | |
| VNGRD TRGT RTRMT 2050 INV | Other securities | — | — | $691K | 1.9% | |
| FID INTL INDX | Mutual Funds | — | — | $658K | 1.8% | |
| PIMCO INC INST | Mutual Funds | — | — | $599K | 1.7% | |
| VNGRD TRGT RTRMT 2025 INV | Other securities | — | — | $534K | 1.5% | |
| VNGRD TRGT RTRMT 2065 INV | Other securities | — | — | $453K | 1.3% | |
| NW INV DEST CNSRV R6 | Other securities | — | — | $336K | 0.9% | |
| VNGRD TRGT RTRMT 2040 INV | Other securities | — | — | $312K | 0.9% | |
| GDMNSCS GQGPTNRINTLOPPR R6 | Other securities | — | — | $293K | 0.8% | |
| DODGECOX INTL STK CLASS I | Other securities | — | — | $277K | 0.8% | |
| NW LOOMIS ALLCAP GR R6 | Other securities | — | — | $266K | 0.7% | |
| VNGRD TTL WLDSTK INDX ADML | Other securities | — | — | $239K | 0.7% | |
| AVNTS US LGCAP VAL INST | Other securities | — | — | $233K | 0.6% | |
| JPM EQ INC R5 | Common Stocks | — | — | $231K | 0.6% | |
| JPM LGCAP GR R6 | Other securities | — | — | $222K | 0.6% | |
| AVNTS EMRG MKT EQ INST | Other securities | — | — | $220K | 0.6% | |
| DFA INFL PRTCT SEC INST | Mutual Funds | — | — | $188K | 0.5% | |
| NW INV DEST MOD CNSRV R6 | Other securities | — | — | $172K | 0.5% | |
| DFA REALEST SEC | Mutual Funds | — | — | $156K | 0.4% | |
| FID US BD INDX | Mutual Funds | — | — | $152K | 0.4% | |
| PGIM TTL RTN BD R6 | Other securities | — | — | $146K | 0.4% | |
| PRNCPL GLBL REALEST R6 | Other securities | — | — | $141K | 0.4% | |
| DIAMOND HILL MDCAP I | Other securities | — | — | $136K | 0.4% | |
| PARTICIPANT LOANS | Participant loans | — | — | $135K | 0.4% | |
| FID INFL PRTCT BD INDX | Mutual Funds | — | — | $135K | 0.4% | |
| MFS MDCAP GR R6 | Mutual Funds | — | — | $128K | 0.4% | |
| VNGRD TTL STMKT INDX FD AS | Other securities | — | — | $128K | 0.4% | |
| WLMNTR MDCAPVAL R1 NATIONWIDE · EIN 20-0623152 / PN 001 | Common Collective Trust | — | — | $125K | 0.3% | |
| VNGRD HI YLD CORP ADML | Common Stocks | — | — | $108K | 0.3% | |
| LEGAL & GENERAL COMMODITY STRAT | Other securities | — | — | $104K | 0.3% | |
| VNGRD INTMDTRM BD INDXADML | Other securities | — | — | $100K | 0.3% | |
| BLACKROCK HIGH YIELD PORTFOLIO | Other securities | — | — | $94K | 0.3% | |
| PIMCO REAL RTN INST | Mutual Funds | — | — | $87K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AUSTIN, TX |
| INVESTMENT |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT | $25K | — |
