Cathy Quintana signed Contract Professionals, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Contract Professionals, Inc.'s EIN is 38-2395911.
Download the official 2024 Form 5500 (PDF) for Contract Professionals, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Contract Professionals, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | FLORHAM PARK, NJ | ADVISOR |
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 | |||||
|---|---|---|---|---|---|---|
| MFS TOTAL RETURN FD - R3 | Registered Investment Companies | — | — | $918K | 14.7% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $702K | 11.2% | |
| PUTNAM ASSET ALLOC GRTH A | Registered Investment Companies | — | — | $476K | 7.6% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $372K | 5.9% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $259K | 4.1% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $254K | 4.1% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $250K | 4.0% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $229K | 3.7% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $216K | 3.5% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $211K | 3.4% | |
| PUTNAM ASSET ALLOC CONS A 160 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $209K | 3.3% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $182K | 2.9% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $179K | 2.9% | |
| CLEARBRIDGE GROWTH FUND - A | Registered Investment Companies | — | — | $178K | 2.8% | |
| FRANKLIN GROWTH FUND - A | Registered Investment Companies | — | — | $167K | 2.7% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $162K | 2.6% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $161K | 2.6% | |
| INVESCO DIVERSIFIED DIV A | Registered Investment Companies | — | — | $136K | 2.2% | |
| AMERCENT HERITAGE FUND - A | Registered Investment Companies | — | — | $133K | 2.1% | |
| JPM US EQUITY FD R3 | Registered Investment Companies | — | — | $97K | 1.6% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $89K | 1.4% | |
| HARTFORD CORE EQUITY R4 | Registered Investment Companies | — | — | $84K | 1.3% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $79K | 1.3% | |
| MACQUARIE SYST EMMKTS EQ A | Registered Investment Companies | — | — | $75K | 1.2% | |
| ALLSPRING SPECIAL MC VAL A | Registered Investment Companies | — | — | $65K | 1.0% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $58K | 0.9% | |
| TROWE PRICE RET 2005 - R | Registered Investment Companies | — | — | $49K | 0.8% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $48K | 0.8% | |
| VOYA INTERMEDIATE BOND A | Registered Investment Companies | — | — | $35K | 0.6% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $22K | 0.3% | |
| AMERICAN CENTURY SM CAP GRTH-A | Registered Investment Companies | — | — | $21K | 0.3% | |
| AB GLOBAL BOND A | Registered Investment Companies | — | — | $17K | 0.3% | |
| JPM US SMALL COMPANY FD R3 | Registered Investment Companies | — | — | $14K | 0.2% | |
| TEMPLETON FOREIGN FUND - A | Registered Investment Companies | — | — | $10K | 0.2% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $8K | 0.1% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $7K | 0.1% | |
| INVESCO INTL DIVERSA | Registered Investment Companies | — | — | $7K | 0.1% | |
| PUTNAM ASSET ALLOC BAL A | Registered Investment Companies | — | — | $6K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $4K | <0.1% | |
| MFS INTL NEW DISCOVERY R3 | Registered Investment Companies | — | — | $4K | <0.1% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $4K | <0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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