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Original filing (PDF)20251008115211NAL0002973523001
PROGRAM PLANNING PROFESSIONALS INC.
Form 5500
FILING_RECEIVED
PROGRAM PLANNING PROFESSIONALS, INC. 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
201
Accounts w/ balance
331
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROGRAM PLANNING PROFESSIONALS INC..
Plan sponsor
Name
PROGRAM PLANNING PROFESSIONALS INC.
EIN
38-3166928
Address
1340 EISENHOWER PLACE · ANN ARBOR, MI · 48108
Phone
(734) 786-2170
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $28K | — |
Investments
34 direct securities· $14.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Prior Money Prior Money 0 | — | — | — | $3.5M | 31.1% | |
| BlackRock Large Cap Focus Growth A BlackRock 0 | — | — | — | $1.7M | 14.6% | |
| BlackRock T-Fund Cash Management Shares BlackRock 0 | — | — | — | $1.5M | 13.0% | |
| American Funds Trgt Date Ret 2060 R4 American Funds 0 | — | — | — | $1.0M | 9.1% | |
| American Funds Trgt Date Ret 2055 R4 American Funds 0 | — | — | — | $786K | 6.9% | |
| American Funds Trgt Date Ret 2050 R4 American Funds 0 | — | — | — | $517K | 4.6% | |
| BlackRock Global Allocation Inv A BlackRock 0 | — | — | — | $428K | 3.8% | |
| (CL) American Century Mid Cap Value American Century 0 | — | — | — | $408K | 3.6% | |
| Macquarie Mid Cap Growth Y Macquarie 0 | — | — | — | $405K | 3.6% | |
| GM T. Rowe Price Overseas Stock Inv T. Rowe Price 0 | — | — | — | $390K | 3.4% | |
| American Funds Trgt Date Ret 2030 R4 American Funds 0 | — | — | — | $327K | 2.9% | |
| Columbia Small Cap Value I A Columbia 0 | — | — | — | $320K | 2.8% | |
| GM Franklin Total Return A Franklin 0 | — | — | — | $311K | 2.7% | |
| American Funds Trgt Date Ret 2045 R4 American Funds 0 | — | — | — | $303K | 2.7% | |
| American Funds Trgt Date Ret 2040 R4 American Funds 0 | — | — | — | $285K | 2.5% | |
| GM MFS Value A MFS 0 | — | — | — | $275K | 2.4% | |
| T. Rowe Price Overseas Stock Inv T. Rowe Price 0 | — | — | — | $270K | 2.4% | |
| Invesco Equity and Income A Invesco 0 | — | — | — | $254K | 2.2% | |
| GM Allspring Govt Securities A Allspring 0 | — | — | — | $254K | 2.2% | |
| MFS Value A MFS 0 | — | — | — | $241K | 2.1% | |
| American Funds Trgt Date Ret 2025 R4 American Funds 0 | — | — | — | $205K | 1.8% | |
| GM BlackRock Large Cap Focus Growth A BlackRock 0 | — | — | — | $200K | 1.8% | |
| Macquarie Small Cap Growth Y Macquarie 0 | — | — | — | $167K | 1.5% | |
| GM (CL) American Century Mid Cap Value American Century 0 | — | — | — | $150K | 1.3% | |
| Franklin Total Return A Franklin 0 | — | — | — | $104K | 0.9% | |
| GM Macquarie Mid Cap Growth Y Macquarie 0 | — | — | — | $102K | 0.9% | |
| GM Columbia Small Cap Value I A Columbia 0 | — | — | — | $97K | 0.9% | |
| GM Macquarie Small Cap Growth Y Macquarie 0 | — | — | — | $46K | 0.4% | |
| Allspring Govt Securities A Allspring 0 | — | — | — | $43K | 0.4% | |
| GM BlackRock T-Fund Cash Management Shar BlackRock 0 | — | — | — | $38K | 0.3% | |
| JPMorgan Emerging Markets Equity R6 JP Morgan 0 | — | — | — | $34K | 0.3% | |
| American Funds Trgt Date Ret 2020 R4 American Funds 0 | — | — | — | $28K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $14K | 0.1% | |
| American Funds Trgt Date Ret 2035 R4 American Funds 0 | — | — | — | $10K | <0.1% |