Joselito Perez signed The Workplace, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Workplace, Inc.'s EIN is 22-2484517.
Download the official 2024 Form 5500 (PDF) for The Workplace, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Workplace, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 04-3422848 | — | NONE | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | NONE | $33K | — |
| CITRIN COOPERMAN | 22-2428965 |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Blue Chip Fund Cl R6 | Other securities | — | — | $2.6M | 13.9% | |
| American Funds Target Date Retirement 2030 R6 | Mutual Funds | — | — | $2.3M | 12.3% | |
| Janus Henderson Enterprise Fund I | Mutual Funds | — | — | $2.0M | 10.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTMENT TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.8M | 9.3% | |
| BLACKROCK EQUITY INDEX FUND WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.7M | 8.7% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $1.2M | 6.1% | |
| John Hancock Disciplined Value Mid Cap I | Other securities | — | — | $1.1M | 6.0% | |
| American Funds Target Date Retirement 2050 R6 | Mutual Funds | — | — | $864K | 4.5% | |
| Hartford International Oppty R6 | Other securities | — | — | $854K | 4.5% | |
| BLACKROCK MIDCAP EQUITY INDEX FUND WILMINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $719K | 3.8% | |
| BLACKROCK RUSSELL 2000 INDEX FUND WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $696K | 3.7% | |
| American Funds American Bal Fund R6 | Mutual Funds | — | — | $693K | 3.6% | |
| American Funds Target Date Retirement 2040 R6 | Mutual Funds | — | — | $649K | 3.4% | |
| American Funds 2060 Target Date Retirement R6 | Mutual Funds | — | — | $452K | 2.4% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $417K | 2.2% | |
| American Funds Target Date Retirement 2020 R6 | Mutual Funds | — | — | $397K | 2.1% | |
| Schwab Cash Account 3 * Notes Receivable from Participants 4.25% to 9.50% - Matures 2051 | Mutual Funds | — | — | $343K | 1.8% | |
| BLACKROCK EAFE EQUITY INDEX FUND WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $79K | 0.4% | |
| American Funds Target Date Retirement 2015 R6 | Mutual Funds | — | — | $49K | 0.3% | |
| American Funds 2065 Target Retirement R6 | Mutual Funds | — | — | $40K | 0.2% | |
| Schwab Government Fund Investment | Mutual Funds | — | — | $25K | 0.1% | |
| Blackrock Strat Incm Oppty Port Inst | Other securities | — | — | $23K | 0.1% | |
| BLACKROCK US DEBT INDEX CL R WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $19K |
| — |
