Nicole RODI signed WITT O'BRIEN'S Payroll Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WITT O'BRIEN'S Payroll Management LLC's EIN is 32-0449815.
Download the official 2024 Form 5500 (PDF) for WITT O'BRIEN'S Payroll Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WITT O'BRIEN'S Payroll Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.7M | 12.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.7M | 12.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.3M | 10.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.1M | 10.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.1M | 10.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.8M | 8.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.8M | 8.5% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 5.3% | |
| Franklin Mutual Advisers, LLC Franklin Growth Fund Advisor Class | Mutual Funds | — | — | $729K | 3.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $562K | 2.7% | |
| Principal Life Insurance Company Guaranteed Option Account | Common Stocks | — | — | $498K | 2.4% | |
| John Hancock Advisors, LLC John Hancock Funds International Growth R6 Fund | Other securities | — | — | $329K | 1.6% | |
| Notes receivable from participants Loans to participants, interest rates ranging from - | Participant loans | — | — | $291K | 1.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $264K | 1.2% | |
| AMERICAN CENTRY US MCVAL EQ TR SEI TRUST COMPANY · EIN 27-0572972 / PN 010 | Common Collective Trust | — | — | $245K | 1.2% | |
| American Century Investment US Mid Cap Value Equity Trust 1 | Other securities | — | — | $245K | 1.2% | |
| Vanguard Group Intermediate-Term Bond Index Fund Admiral Shares Fund | Common Collective Trusts | — | — | $201K | 1.0% | |
| Vanguard Group Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $166K | 0.8% | |
| Janus Henderson Janus Henderson Enterprise N Fund | Mutual Funds | — | — | $162K | 0.8% | |
| MFS Value R6 Fund | Mutual Funds | — | — | $130K | 0.6% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $127K | 0.6% | |
| AB/Brown/Emerald SmallCap Growth I Separate Account | Pooled Separate Accounts | — | — | $124K | 0.6% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $124K | 0.6% | |
| Vanguard Group Total International Stock Index Fund Admiral Shares Fund | Common Collective Trusts | — | — | $114K | 0.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $104K | 0.5% | |
| American Beacon American Beacon Small Cap Value R6 Fund | Other securities | — | — | $100K | 0.5% | |
| (E) | Other securities | — | $79K | $95K | 0.5% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $95K | 0.5% | |
| Invesco Developing Markets A Fund | Mutual Funds | — | — | $79K | 0.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $55K | 0.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $49K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $22K | 0.1% | |
| (E) | Other securities | — | $55K | $5K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $5K | <0.1% |
