Sandra Goodman signed People Technology and Processes LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
People Technology and Processes LLC's EIN is 27-4171805.
Download the official 2024 Form 5500 (PDF) for People Technology and Processes LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)People Technology and Processes LLC'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 |
|---|---|---|---|---|---|
| PAYCHEX INC | 16-1124166 | — | RECORDKEEPER | $19K | — |
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $5K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
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 registered investment companies (mutual funds)] | Other | — | — | $6.0M | 97.8% | |
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $6.0M | 97.8% | |
| BLACKROCK U.S. TIPS INDEX 1 CIT WILLINGTON TRUST · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK MID CAP EQUITY INDEX 1 CI WILLINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| COLUMBIA OVERSEAS VALUE CIT FEE CLA WILLINGTON TRUST · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT INDEX 2025 CIT WILLINGTON TRUST · EIN 38-4065299 / PN 383 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT INDEX 2060 CIT WILLINGTON TRUST · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT INDEX 2040 CIT WILLINGTON TRUST · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK US DEBT INDEX CIT 1 WILLINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK EQUITY INDEX CIT 1 WILLINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK RUSSELL 2000 INDEX R CIT WILLINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT INDEX 2055 CIT WILLINGTON TRUST · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT INDEX 2050 CIT WILLINGTON TRUST · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT INDEX 2045 CIT WILLINGTON TRUST · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT INDEX 2035 CIT WILLINGTON TRUST · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK EAFE EQUITE INDEX R CIT WILLINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT INDEX 2030 CIT WILLINGTON TRUST · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| SKIBBIE CPA, INC | 27-0851312 | — | AUDITOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOC INC | 59-1237041 | — | NONE | $14K | — |
