Joanne Paladino signed Employer Flexible's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Employer Flexible's EIN is 27-4406361.
Download the official 2024 Form 5500 (PDF) for Employer Flexible from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Employer Flexible'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 FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $1.2M | — |
| PINNACLE FINANCIAL SERVICES, INC. | 59-2438373 | — | RECORDKEEPER | $177K | — |
| 360 PAYROLL INTEGRATION CORPORATION | 83-3880266 | — | RECORDKEEPER | $46K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $25.3M | 11.7% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $22.7M | 10.5% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $20.7M | 9.6% | |
| Transamerica BlackRock LifeGoal Index 2030 Retirement Account | Other securities | — | — | $20.6M | 9.6% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $19.8M | 9.2% | |
| Transamerica BlackRock LifeGoal Index 2045 Retirement Account | Other securities | — | — | $19.7M | 9.1% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $14.4M | 6.7% | |
| Transamerica BlackRock LifeGoal Index 2050 Retirement Account | Other securities | — | — | $14.3M | 6.6% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $12.9M | 6.0% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $12.0M | 5.6% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $11.6M | 5.4% | |
| Transamerica Vanguard Total Stock Market Index Retirement Account | Common Collective Trusts | — | — | $11.5M | 5.3% | |
| STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $11.4M | 5.3% | |
| Transamerica State Street Russell Large Cap Growth Index Retirement Account | Other securities | — | — | $10.9M | 5.1% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $10.8M | 5.0% | |
| Transamerica BlackRock LifeGoal Index Retirement Account | Other securities | — | — | $10.4M | 4.8% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $7.1M | 3.3% | |
| Transamerica BlackRock LifeGoal Index 2060 Retirement Account | Other securities | — | — | $6.9M | 3.2% | |
| STATE STREET RUSSELL LG CAP VAL IND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $5.4M | 2.5% | |
| Transamerica State Street Russell Large Cap Value Index Retirement Account | Other securities | — | — | $5.1M | 2.4% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $4.3M | 2.0% | |
| Notes receivable from participants - | Other securities | — | — | $4.1M | 1.9% | |
| Transamerica State Street S&P Mid Cap Index Retirement Account | Other securities | — | — | $4.1M | 1.9% | |
| STATE STREET U.S. BD INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $3.6M | 1.7% | |
| Transamerica State Street U.S. Bond Index Retirement Account | Other securities | — | — | $3.4M | 1.6% | |
| STATE STREET RUSSELL SM CAP GR INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 172 | Pooled Separate Account | — | — | $3.1M | 1.5% | |
| STATE STREET INTERNATNL INDEX RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $3.1M | 1.4% | |
| Transamerica State Street International Index Retirement Account | Other securities | — | — | $3.0M | 1.4% | |
| Transamerica State Street Russell Small Cap Growth Index Retirement Account | Other securities | — | — | $3.0M | 1.4% | |
| Transamerica American Funds Balanced Retirement Account | Mutual Funds | — | — | $2.9M | 1.3% | |
| AMERICAN FUNDS BLNCD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $2.9M | 1.3% | |
| Transamerica Financial * Stable Value Core Account | Stable Value | — | — | $2.8M | 1.3% | |
| AMERICAN FUNDS EUROPACIFIC GR RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $2.7M | 1.3% | |
| Transamerica American Funds Euro Pacific Growth Retirement Account | Mutual Funds | — | — | $2.6M | 1.2% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $2.3M | 1.1% | |
| Transamerica State Street Russell Small Cap Value Index Retirement Account | Other securities | — | — | $2.2M | 1.0% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $1.9M | 0.9% | |
| Account * Transamerica Vanguard Real Estate Index Retirement Account | Mutual Funds | — | — | $1.8M | 0.8% | |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $1.6M | 0.7% | |
| Transamerica DFA Inflation-Protected Securities Portfolio Retirement Account | Mutual Funds | — | — | $1.6M | 0.7% | |
| STATE STREET EMERGING MRKTS INDEX R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $1.6M | 0.7% | |
| Transamerica State Street Emerging Markets Index Retirement Account | Other securities | — | — | $1.5M | 0.7% | |
| MACQUARIE SCIENCE AND TECHNOLOGY RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 848 | Pooled Separate Account | — | — | $1.5M | 0.7% | |
| LORD ABBETT SHORT DURATION INC RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 821 | Pooled Separate Account | — | — | $1.3M | 0.6% | |
| TA VANGUARD HIGH-YIELD CORPORATE RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 683 | Pooled Separate Account | — | — | $1.2M | 0.5% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $1.1M | 0.5% | |
| Transamerica Lord Abbett Short Duration Income Retirement Account | Mutual Funds | — | — | $1.1M | 0.5% | |
| Transamerica Vanguard High-Yield Corporate Retirement Account | Mutual Funds | — | — | $1.1M | 0.5% | |
| BLACKROCK HLTH SCNCS OPPS RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 844 | Pooled Separate Account | — | — | $995K | 0.5% | |
| Transamerica BlackRock Health Sciences Opportunity Retirement Account | Other securities | — | — | $955K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NPPG FIDUCIARY SERVICES | 30-0835405 | — | PLAN ADMINISTRATOR | $132K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY, LLP | 14-1918990 | — | AUDIT | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYER FLEXIBLE HR LLC | 27-4406363 | — | PLAN SPONSOR | $145K | — |
