Julie Jablonski signed Product Development Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Product Development Associates, Inc.'s EIN is 41-1791080.
Download the official 2024 Form 5500 (PDF) for Product Development Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Product Development Associates, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $64K | — |
| TAX SHELTERED COMPENSATION, INC | 41-0955056 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC |
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 | |||||
|---|---|---|---|---|---|---|
| TA BLACKROCK LIFEPATH INDEX RETIREM TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 301 | Pooled Separate Account | — | — | $1.7M | 15.2% | |
| TA BLACKROCK LIFEPATH INDEX 2030 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 303 | Pooled Separate Account | — | — | $1.7M | 15.0% | |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 309 | Pooled Separate Account | — | — | $800K | 7.2% | |
| TA BLACKROCK LIFEPATH INDEX 2055 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 308 | Pooled Separate Account | — | — | $798K | 7.2% | |
| TA BLACKROCK LIFEPATH INDEX 2040 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 305 | Pooled Separate Account | — | — | $512K | 4.6% | |
| STATE STREET RUSSELL LARGE CAP GROW TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $440K | 4.0% | |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 307 | Pooled Separate Account | — | — | $359K | 3.2% | |
| American Funds Gr Fd of America Ret Acct | Mutual Funds | — | — | $326K | 2.9% | |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 975 | Pooled Separate Account | — | — | $326K | 2.9% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $298K | 2.7% | |
| INVESCO DIVERSIFIED DIVIDEND RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 008 | Pooled Separate Account | — | — | $295K | 2.7% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $294K | 2.6% | |
| STATE STREET RUSSELL LARGE CAP VALU TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $262K | 2.4% | |
| TRANSAMERICA MID CAP VALUE OPPORTUN TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 495 | Pooled Separate Account | — | — | $242K | 2.2% | |
| American Funds Fundmntl Invst Ret Acct | Mutual Funds | — | — | $236K | 2.1% | |
| AMERICAN FUNDS FUNDAMENTAL INVESTOR TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 973 | Pooled Separate Account | — | — | $236K | 2.1% | |
| TA BLACKROCK LIFEPATH INDEX 2045 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 306 | Pooled Separate Account | — | — | $216K | 2.0% | |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $210K | 1.9% | |
| TA BLACKROCK LIFEPATH INDEX 2035 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 304 | Pooled Separate Account | — | — | $208K | 1.9% | |
| PGIM TOTAL RETURN BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 016 | Pooled Separate Account | — | — | $199K | 1.8% | |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $187K | 1.7% | |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $184K | 1.7% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $162K | 1.5% | |
| INVESCO INTERNATIONAL DIVERSIFIED R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 953 | Pooled Separate Account | — | — | $150K | 1.4% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 051 | Pooled Separate Account | — | — | $141K | 1.3% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $141K | 1.3% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $136K | 1.2% | |
| DFA EMERGING MARKETS PORTFOLIO RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 525 | Pooled Separate Account | — | — | $125K | 1.1% | |
| AMERICAN FUNDS CAPITAL WORLD GROWTH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 752 | Pooled Separate Account | — | — | $115K | 1.0% | |
| Guaranteed Return Account Transamerica Financial Life * Insurance Company Inc. Transamerica Stable Value Core Account | Stable Value | — | — | $103K | 0.9% | |
| FEDERATED HERMES INSTITUTIONAL HIGH TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 942 | Pooled Separate Account | — | — | $90K | 0.8% | |
| TRANSAMERICA MID CAP GROWTH RET ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 493 | Pooled Separate Account | — | — | $87K | 0.8% | |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $63K | 0.6% | |
| TEMPLETON GLOBAL BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 983 | Pooled Separate Account | — | — | $56K | 0.5% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $34K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2808480 |
| — |
| INVESTMENT AD VISORY |
| $49K |
| — |
