Mark WEAK signed Professional Office Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Professional Office Services, Inc.'s EIN is 42-0956287.
Download the official 2024 Form 5500 (PDF) for Professional Office Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Professional Office Services, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISORY | $0 | — |
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 LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $6.7M | 12.4% | |
| Prin LifeTime Hyb 2015 CIT Z30 | Common Collective Trusts | — | $0 | $6.7M | 12.4% | |
| PRIN LIFETIME HYB 2030 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $4.3M | 7.9% | |
| PRIN LIFETIME HYB 2040 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $4.3M | 7.9% | |
| PRIN LIFETIME HYB 2025 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $3.4M | 6.3% | |
| Prin LgCap S&P 500 Index SA-R6 | Common Collective Trusts | — | $0 | $3.4M | 6.2% | |
| PRIN BLUE CHIP SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $3.4M | 6.2% | |
| PRIN LIFETIME HYB 2070 CIT Z30 | Common Collective Trusts | — | $0 | $2.6M | 4.9% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $2.5M | 4.5% | |
| PRIN LIFETIME HYB 2050 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $2.3M | 4.3% | |
| PRIN DIV INTL SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $2.3M | 4.3% | |
| Prin LifeTime Hyb Inc CIT Z30 | Common Collective Trusts | — | $0 | $2.3M | 4.3% | |
| PRINCIPAL STABLE VALUE SELECT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $0 | $2.2M | 4.0% | |
| PRIN LIFETIME HYB 2020 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $2.1M | 3.9% | |
| PRIN LIFETIME HYB 2035 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $2.1M | 3.8% | |
| Prin Div Intl SA-I5 | Common Stocks | — | $0 | $1.8M | 3.3% | |
| PRIN MIDCAP SEP ACCT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | $0 | $1.8M | 3.2% | |
| PRIN U.S. PROPERTY SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $0 | $1.6M | 3.0% | |
| PRIN SMALLCAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | $0 | $1.3M | 2.4% | |
| Prin Core Plus Bond Sep Act-I2 | Other securities | — | $0 | $1.3M | 2.3% | |
| PRIN LIFETIME HYB 2045 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $1.2M | 2.2% | |
| PRIN LIFETIME HYB 2055 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 2.1% | |
| PRIN MIDCAP VALUE I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | $0 | $1.1M | 2.1% | |
| Prin SmallCap Growth I SA-I2 | Common Stocks | — | $0 | $1.1M | 2.1% | |
| Prin Blue Chip Sep Acct-I3 | Pooled Separate Accounts | — | $0 | $1.0M | 1.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $0 | $865K | 1.6% | |
| PRIN CORE PLUS BOND SEP ACT-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $857K | 1.6% | |
| JP Morgan CorePlus Bnd I Fd | Other securities | — | $0 | $857K | 1.6% | |
| PRIN LIFETIME HYB 2060 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $839K | 1.5% | |
| PRIN LIFETIME HYB 2065 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $635K | 1.2% | |
| Fidelity Total Int Idx Fund | Common Collective Trusts | — | $0 | $446K | 0.8% | |
| PRIN SMALLCAP VALUE II SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $200K | 0.4% | |
| Prin LifeTime Hyb 2050 CIT Z30 | Common Collective Trusts | — | $0 | $200K | 0.4% | |
| COLUMBIA DIV INCOME I FUND | Other securities | — | $0 | $37K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $37K | <0.1% | |
| CARILLON EAGLE MIDCAPGWTH I FD | Other securities | — | $0 | $33K | <0.1% | |
| PRIN LIFETIME HYB INC CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $33K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $256 | <0.1% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $256 | <0.1% |
