Anthony Warren signed Profile Custom Extrusions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Profile Custom Extrusions, LLC's EIN is 46-5136673.
Download the official 2024 Form 5500 (PDF) for Profile Custom Extrusions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Profile Custom Extrusions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLD CO, LLC | 84-4519624 | — | SERVICE PROVIDER | $0 | — |
| TRINITY PENSION CONSULTANTS INC | 20-4548831 | — | OTHER SERVICES | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VOYA RETIREMENT PSA VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.6M | 87.5% | |
| s * Voya Retirement Insurance Vanguard Target Retirement 2030 Fund N/R | Pooled Separate Accounts | — | — | $2.1M | 32.1% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2040 Fund N/R | Mutual Funds | — | — | $787K | 12.3% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $675K | 10.5% | |
| Guaranteed Interest Account * Voya Retirement Insurance Voya Fixed Account N/R | Other securities | — | — | $470K | 7.3% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2035 Fund N/R | Mutual Funds | — | — | $388K | 6.0% | |
| and Annuity Company Participant Loans * Participant Loans Interest rates: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $334K | 5.2% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement Income Fund N/R | Mutual Funds | — | — | $232K | 3.6% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2050 Fund N/R | Mutual Funds | — | — | $225K | 3.5% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2060 Fund N/R | Mutual Funds | — | — | $223K | 3.5% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2020 Fund N/R | Mutual Funds | — | — | $220K | 3.4% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2070 Fund N/R | Mutual Funds | — | — | $219K | 3.4% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $196K | 3.1% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2065 Fund N/R | Mutual Funds | — | — | $91K | 1.4% | |
| and Annuity Company * Voya Retirement Insurance Vanguard Target Retirement 2045 Fund N/R | Mutual Funds | — | — | $51K | 0.8% | |
| and Annuity Company * Voya Retirement Insurance MFS Growth Fund - Class R6 N/R | Mutual Funds | — | — | $49K | 0.8% | |
| and Annuity Company * Voya Retirement Insurance American Funds Washington Mutual Investors N/R | Mutual Funds | — | — | $36K | 0.6% | |
| and Annuity Company FundSM * Voya Retirement Insurance American Funds New Perspective Fund - Class N/R | Mutual Funds | — | — | $33K | 0.5% | |
| and Annuity Company R6 * Voya Retirement Insurance Vanguard Mid-Cap Index Fund - Admiral™ N/R | Common Collective Trusts | — | — | $20K | 0.3% | |
| and Annuity Company Shares * Voya Retirement Insurance PIMCO Real Return Fund - Institutional Class N/R | Mutual Funds | — | — | $19K | 0.3% | |
| and Annuity Company * Voya Retirement Insurance Pioner Strategic Income Fund - Class K N/R | Common Stocks | — | — | $17K | 0.3% | |
| and Annuity Company * Voya Retirement Insurance Vanguard 500 Index Fund - Admiral™ Shares N/R | Common Collective Trusts | — | — | $17K | 0.3% | |
| Voya Retirement Insurance Inv Discovery Fund R6 N/R | Other securities | — | — | $15K | 0.2% | |
| and Annuity Company * Voya Retirement Insurance Franklin Utilities Fund R6 N/R | Mutual Funds | — | — | $13K | 0.2% | |
| and Annuity Company * Voya Retirement Insurance Vanguard REIT Index Fund - Admiral™ Shares N/R | Common Collective Trusts | — | — | $9K | 0.1% | |
| and Annuity Company * Voya Retirement Insurance American Beacon Small Cap Value Fund - N/R | Common Stocks | — | — | $6K | 0.1% | |
| and Annuity Company Institution * Voya Retirement Insurance American Beacon Stephens Mid-Cap Growth N/R | Common Stocks | — | — | $5K | <0.1% | |
| and Annuity Company Fund - Ins * Voya Retirement Insurance American Funds American Balanced Fund - N/R | Mutual Funds | — | — | $5K | <0.1% | |
| and Annuity Company Class R6 * Voya Retirement Insurance Vanguard Real Estate Indx Adm N/R | Mutual Funds | — | — | $3K | <0.1% |
