Joseph Declemente signed Professional Group Plans, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Professional Group Plans, Inc.'s EIN is 11-3144545.
Download the official 2024 Form 5500 (PDF) for Professional Group Plans, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Professional Group Plans, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR ASSOCIATES, LLC | — | MONROE, CT | INVESTMENT ADVISORY | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth ETF Exchange Traded Funds; 2,976 shares | Mutual Funds | — | $813K | $1.2M | 9.1% | |
| Vanguard S&P 500 ETF Exchange Traded Funds; 2,062 shares | Common Collective Trusts | — | $789K | $1.1M | 8.3% | |
| Vanguard Mid Cap Growth Exchange Traded Funds; 3,823 shares | Mutual Funds | — | $843K | $970K | 7.3% | |
| Vanguard Small Cap Exchange Traded Funds; 3,387 shares | Mutual Funds | — | $606K | $949K | 7.1% | |
| Proshares Ultra Exchange Traded Funds; 9,822 shares | Other securities | — | $305K | $640K | 4.8% | |
| Vanguard Value ETF Exchange Traded Funds; 2,929 shares | Mutual Funds | — | $394K | $496K | 3.7% | |
| Vaneck Fallen Angel High Exchange Traded Funds; 13,704 shares | Other securities | — | $434K | $393K | 2.9% | |
| Vanguard Extended Market Exchange Traded Funds; 1,542 shares | Mutual Funds | — | $269K | $293K | 2.2% | |
| Nvidia Corp Equities; 2,150 shares | Common Stocks | — | $161K | $289K | 2.2% | |
| Vanguard International Mutual Fund; 2,697 shares | Mutual Funds | — | $201K | $274K | 2.0% | |
| Cash - Charles Schwab Bank Registered Investment Company | Mutual Funds | — | $267K | $267K | 2.0% | |
| Vanguard Total Exchange Traded Funds; 4,359 shares | Mutual Funds | — | $272K | $257K | 1.9% | |
| Graniteshares Nvda Lng Exchange Traded Funds; 3,667 shares | Other securities | — | $226K | $243K | 1.8% | |
| Vanguard Intermediate Exchange Traded Funds; 2,949 shares | Mutual Funds | — | $256K | $220K | 1.6% | |
| Invsc QQQ Trust SRS 1 Exchange Traded Funds; 405 shares | Other securities | — | $147K | $207K | 1.5% | |
| ARM Hldgs PLC Equities; 1570 shares | Common Stocks | — | $178K | $194K | 1.4% | |
| Servicenow Inc Equities; 178 shares | Common Stocks | — | $115K | $189K | 1.4% | |
| Allianzim US Eqt Bfr15 Exchange Traded Funds; 6,947 shares | Other securities | — | $175K | $182K | 1.4% | |
| Costco Whsl Corp New Equities; 196 shares | Common Stocks | — | $141K | $180K | 1.3% | |
| Vaneck Semiconductor Exchange Traded Funds; 718 shares | Other securities | — | $108K | $174K | 1.3% | |
| Microstrategy Inc Equities; 584 shares | Common Stocks | — | $79K | $169K | 1.3% | |
| Vanguard Short Term Cor Exchange Traded Funds; 2,006 shares | Mutual Funds | — | $163K | $156K | 1.2% | |
| Broadcom Inc Equities; 634 shares | Common Stocks | — | $89K | $147K | 1.1% | |
| Microsoft Corp Equities; 284 shares | Common Stocks | — | $101K | $120K | 0.9% | |
| Proshares Ultapro QQQ Exchange Traded Funds; 1,500 shares | Other securities | — | $86K | $119K | 0.9% | |
| Ishares US Home Exchange Traded Funds; 1,141 shares | Other securities | — | $96K | $118K | 0.9% | |
| Meta Platforms Inc Equities; 196 shares | Common Stocks | — | $96K | $115K | 0.9% | |
| Advanced Micro Device Equities; 938 shares | Other securities | — | $115K | $113K | 0.8% | |
| Netflix Inc Equities; 125 shares | Common Stocks | — | $58K | $111K | 0.8% | |
| Eli Lilly and Co Equities; 142 shares | Common Stocks | — | $88K | $110K | 0.8% | |
| Soundhound AI Inc Equities; 5,500 shares | Common Stocks | — | $79K | $109K | 0.8% | |
| L Brands, Inc. Corporate Bond; 100,000 par | Common Stocks | — | $91K | $101K | 0.8% | |
| McKesson Corp Equities; 168 shares | Common Stocks | — | $71K | $96K | 0.7% | |
| JP Morgan Chase & Co Equities; 396 shares | Common Stocks | — | $59K | $95K | 0.7% | |
| Diversified Heal Corporate Bond; 76,000 par | Other securities | — | $75K | $76K | 0.6% | |
| Super Micro Computer Inc Equities; 2,390 shares | Common Stocks | — | $136K | $73K | 0.5% | |
| Pultegroup Inc Equities; 651 shares | Common Stocks | — | $63K | $71K | 0.5% | |
| Spdr S&P Homebuilders Exchange Traded Funds; 606 shares | Other securities | — | $48K | $63K | 0.5% | |
| Ishares Semiconductor Exchange Traded Funds; 282 shares | Other securities | — | $47K | $61K | 0.5% | |
| Sterling Infrastructure Equities; 354 shares | Other securities | — | $38K | $60K | 0.4% | |
| CRA Intl Inc Equities; 315 shares | Common Stocks | — | $32K | $59K | 0.4% | |
| Abercrombie & Fitch Equities; 383 shares | Other securities | — | $51K | $57K | 0.4% | |
| Cardinal Health Inc Equities; 473 shares | Common Stocks | — | $44K | $56K | 0.4% | |
| Boise Cascade Co Equities; 445 shares | Common Stocks | — | $57K | $53K | 0.4% | |
| Nucor Corp Equities; 450 shares | Common Stocks | — | $71K | $53K | 0.4% | |
| Apache Corp. Corporate Bond; 50,000 par | Common Stocks | — | $49K | $52K | 0.4% | |
| Comfort Sys USA Inc Equities; 120 shares | Common Stocks | — | $37K | $51K | 0.4% | |
| Beazer Homes USA Corporate Bond; 50,000 par | Other securities | — | $49K | $50K | 0.4% | |
| Deckers Outdoor Corp Equities; 246 shares | Common Stocks | — | $36K | $50K | 0.4% | |
| Amazon.com Inc Equities; 221 shares | Common Stocks | — | $38K | $48K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
