Exceptional Persons, Inc.'s EIN is 42-0794846.
Download the official 2024 Form 5500 (PDF) for Exceptional Persons, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exceptional Persons, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL | 93-1253576 | — | NONE | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | NONE | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Voya Intermediate Bond I | Other securities | — | — | $4.0M | 23.4% | |
| Fidelity Funds 500 Index Admiral | Common Collective Trusts | — | — | $2.7M | 15.5% | |
| Voya Small Cap Growth I * 44 Deposit Administration Contract ** Standard Insurance Company Stable Asset C | Common Stocks | — | — | $2.2M | 12.9% | |
| MFS International Growth R6 | Mutual Funds | — | — | $2.1M | 12.4% | |
| Vanguard Funds Balanced Index Admiral | Mutual Funds | — | — | $1.7M | 10.0% | |
| Vanguard Funds Equity-Income Admiral | Mutual Funds | — | — | $1.3M | 7.6% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.2M | 7.2% | |
| Vanguard Funds Small Cap Index Admiral | Mutual Funds | — | — | $774K | 4.5% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $527K | 3.1% | |
| Registered Investment Companies Carillon Family of Funds Eagle Mid Cap Growth R6 | Other securities | — | — | $396K | 2.3% | |
| JPMorgan US Equity R6 | Other securities | — | — | $128K | 0.7% | |
| Fidelity Funds Mid Cap Index | Mutual Funds | — | — | $50K | 0.3% | |
| Franklin Templeton Small Cap R6 | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard Funds Emerging Markets Index Admiral | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
