Nancy Palumbo signed People, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
People, Inc.'s EIN is 16-0975538.
Download the official 2024 Form 5500 (PDF) for People, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)People, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $159K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | ADVISOR | $28K | — |
| WELLTH ADVISORY SERVICES, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $6.3M | 10.4% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $4.5M | 7.5% | |
| T. Rowe Price Retirement 2045 I | Other securities | — | — | $4.5M | 7.4% | |
| T. Rowe Price Retirement 2030 I | Other securities | — | — | $4.4M | 7.2% | |
| T. Rowe Price Retirement 2050 I | Other securities | — | — | $3.8M | 6.2% | |
| T. Rowe Price Retirement 2055 I | Other securities | — | — | $3.6M | 5.9% | |
| T. Rowe Price Retirement 2040 | | Other securities | — | — | $3.3M | 5.4% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $3.2M | 5.2% | |
| T. Rowe Price Retirementz02sl | Other securities | — | — | $3.1M | 5.2% | |
| T. Rowe Price Retirement2035 I | Other securities | — | — | $2.9M | 4.8% | |
| RELIANCEMETLIFE STABLE 25053 CLASS METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.2M | 3.5% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $2.1M | 3.4% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $1.7M | 2.7% | |
| Notes Receivable From Participants | Other securities | — | — | $1.6M | 2.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.6M | 2.7% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $1.5M | 2.5% | |
| Fidelity International Index | Mutual Funds | — | — | $1.4M | 2.4% | |
| T. Rowe Price Retirement 2060 I | Other securities | — | — | $1.3M | 2.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.3M | 2.1% | |
| T. Rowe Price Retirementz0z0I | Other securities | — | — | $1.3M | 2.1% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $1.2M | 2.0% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $1.1M | 1.9% | |
| PIMCO RAE US Small Instl | Mutual Funds | — | — | $1.1M | 1.8% | |
| T. Rowe Price Retirement 2015 I | Other securities | — | — | $969K | 1.6% | |
| American Funds New World R6 | Mutual Funds | — | — | $576K | 0.9% | |
| T. Rowe Price Retirement2065 I | Other securities | — | — | $113K | 0.2% | |
| T. Rowe Price Retirement 2005 I | Other securities | — | — | $39K | <0.1% | |
| State Street Bank & Trust Company | Common Stocks | — | — | $30K | <0.1% | |
| T. Rowe Price Retirement 2010 I | Other securities | — | — | $46 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 99-2539506 |
| — |
| ADVISOR |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
