Philip Neelley signed Core Professional Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Core Professional Services, LLC's EIN is 45-4707038.
Download the official 2024 Form 5500 (PDF) for Core Professional Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Core Professional Services, LLC'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 | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $1.2M | 20.7% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $849K | 14.6% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $734K | 12.7% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $472K | 8.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $449K | 7.7% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $337K | 5.8% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $299K | 5.2% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $285K | 4.9% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $268K | 4.6% | |
| Notes receivable from participants Maturing 2025-2030 at interest rates of 5.25% to 10.5% - | Bonds / Notes | — | — | $265K | 4.6% | |
| AB Large Cap Growth Z Fund Mutual Fund N/A | Other securities | — | — | $152K | 2.6% | |
| Hood River Small Cap Growth Ret Fd Mutual Fund N/A | Other securities | — | — | $105K | 1.8% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $49K | 0.8% | |
| Vanguard Intl Growth Admiral Fund Mutual Fund N/A | Mutual Funds | — | — | $37K | 0.6% | |
| American Funds Newworld R6 Mutual Fund N/A | Mutual Funds | — | — | $33K | 0.6% | |
| Vanguard 500 Index Admiral Fund Mutual Fund N/A | Common Collective Trusts | — | — | $27K | 0.5% | |
| Harbor Int'l Small Cap Fund Mutual Fund N/A 864 Hartford Divident and Growth R6 Mutual Fund N/A | Other securities | — | — | $23K | 0.4% | |
| Fidelity Advisor Balance Mutual Fund N/A | Mutual Funds | — | — | $22K | 0.4% | |
| Vanguard Mid-Cap Index Adml Fd Mutual Fund N/A | Mutual Funds | — | — | $22K | 0.4% | |
| GS Intl. Small-Cap Insights R6 Fd Mutual Fund N/A | Other securities | — | — | $21K | 0.4% | |
| Inv DS Mp Growth R6 Fund Mutual Fund N/A | Other securities | — | — | $18K | 0.3% | |
| Vanguard Sml-Cap Index Adml Fd Mutual Fund N/A | Mutual Funds | — | — | $16K | 0.3% | |
| Vanguard Materials Index Adml Fd Mutual Fund N/A | Mutual Funds | — | — | $15K | 0.3% | |
| Columbia Overseas Value I3 Mutual Fund N/A | Other securities | — | — | $11K | 0.2% | |
| Vanguard Life Strategy Mod-GrFd Mutual Fund N/A | Mutual Funds | — | — | $10K | 0.2% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $9K | 0.2% | |
| PIMCO Income Institutional Fund Mutual Fund N/A | Mutual Funds | — | — | $9K | 0.2% | |
| PIMCO Long-Term Credit Bond Fund Mutual Fund N/A 670 Undiscovered Mgrs Beh Value Fd Mutual Fund N/A | U.S. Treasuries | — | — | $7K | 0.1% | |
| American Central Global RL Est R6 Mutual Fund N/A | Other securities | — | — | $5K | <0.1% | |
| PIMCO RE Real Ret Strategy I Fund Mutual Fund N/A | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Adv Value Z Fund Mutual Fund N/A | Mutual Funds | — | — | $4K | <0.1% | |
| Lord Abbett Short Duration Inc Fd Mutual Fund N/A | Mutual Funds | — | — | $4K | <0.1% | |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Vanguard Emrg Mkts Idx Adm Fund Mutual Fund N/A 385 Vanguard Internal Explorer Inv Fund Mutual Fund N/A | Common Collective Trusts | — | — | $3K | <0.1% | |
| PGIM Total Return Bond R6 Fd Mutual Fund N/A | Other securities | — | — | $3K | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Parnassus Value Equity inst Fd Mutual Fund N/A | Other securities | — | — | $2K | <0.1% | |
| MFS International Equity R6 Fund Mutual Fund N/A | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $36 | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $36 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS INC | 85-0402842 | — | CONTRACT ADMINISTRATOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
