Sylvia Bernardini signed Paradyme Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Paradyme Management, Inc.'s EIN is 13-4271306.
Download the official 2024 Form 5500 (PDF) for Paradyme Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Paradyme Management, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $56K | — |
| UNIGLOBAL PENSION PLANNING, INC. | 13-3601506 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $13.1M | 99.4% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $3.3M | 25.0% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $1.4M | 10.6% | |
| A VANGUARD TOTAL STOCK MARKET INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $1.2M | 9.4% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $1.1M | 8.6% | |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 844 | Pooled Separate Account | — | — | $867K | 6.6% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $521K | 4.0% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $446K | 3.4% | |
| DFA U.S. SMALL CAP PORTFOLIO RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 725 | Pooled Separate Account | — | — | $427K | 3.3% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $391K | 3.0% | |
| TRANSAMERICA LARGE CAP VALUE RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 792 | Pooled Separate Account | — | — | $381K | 2.9% | |
| FRANKLIN GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 871 | Pooled Separate Account | — | — | $373K | 2.8% | |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $350K | 2.7% | |
| AMERICAN FUNDS CAPITAL WORLD GROWTH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 755 | Pooled Separate Account | — | — | $340K | 2.6% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $264K | 2.0% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $249K | 1.9% | |
| STATE STREET U.S. BOND INDEX RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 037 | Pooled Separate Account | — | — | $174K | 1.3% | |
| BLACKROCK TOTAL RETURN RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 850 | Pooled Separate Account | — | — | $161K | 1.2% | |
| TRANSAMERICA LIFEGOAL RETIREMENT WI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $160K | 1.2% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $154K | 1.2% | |
| CLEARBRIDGE MID CAP RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 883 | Pooled Separate Account | — | — | $140K | 1.1% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 82-5217478 / PN 445 | Pooled Separate Account | — | — | $114K | 0.9% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $113K | 0.9% | |
| AMERICAN FUNDS FUNDAMENTAL INVESTOR TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 843 | Pooled Separate Account | — | — | $80K | 0.6% | |
| BLACKROCK HIGH YIELD BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 848 | Pooled Separate Account | — | — | $65K | 0.5% | |
| TA VANGUARD REAL ESTATE INDEX RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $48K | 0.4% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $33K | 0.3% | |
| TRANSAMERICA INTERNATIONAL EQUITY R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $31K | 0.2% | |
| DWS ENHANCED COMMODITY STRATEGY RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 102 | Pooled Separate Account | — | — | $15K | 0.1% | |
| TRANSAMERICA BOND RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 787 | Pooled Separate Account | — | — | $0 | <0.1% |
| 36-3194849 |
| — |
| ADVISOR |
| $2K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | 04-3109325 | — | BROKER | $0 | — |