Philip Eagan signed Professional Software Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Professional Software Engineering, Inc.'s EIN is 54-1318467.
Download the official 2024 Form 5500 (PDF) for Professional Software Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Professional Software Engineering, 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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | INVESTMENT ADVISORY | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS Growth Stock Fund | Mutual Funds | — | — | $2.7M | 19.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.5M | 10.8% | |
| Vanguard Group Target Retirement 2040 Fund | Mutual Funds | — | — | $1.4M | 9.8% | |
| Vanguard Group Target Retirement 2035 Fund | Mutual Funds | — | — | $980K | 7.0% | |
| Vanguard Group Wellington Fund | Mutual Funds | — | — | $777K | 5.5% | |
| Vanguard Group Target Retirement 2025 Fund | Mutual Funds | — | — | $607K | 4.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $581K | 4.1% | |
| Vanguard Group Target Retirement 2030 Fund | Mutual Funds | — | — | $539K | 3.8% | |
| Vanguard Group Target Retirement 2050 Fund | Mutual Funds | — | — | $530K | 3.8% | |
| Vanguard Group Small Cap Value Index Fund | Common Collective Trusts | — | — | $466K | 3.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $389K | 2.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $389K | 2.8% | |
| Principal Life Insurance Company Mid Cap Separate Account | Pooled Separate Accounts | — | — | $379K | 2.7% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $379K | 2.7% | |
| Vanguard Group Target Retirement 2045 Fund | Mutual Funds | — | — | $335K | 2.4% | |
| Vanguard Group Target Retirement 2055 Fund | Mutual Funds | — | — | $265K | 1.9% | |
| Vanguard Group Mid Cap Index Fund | Common Collective Trusts | — | — | $261K | 1.9% | |
| Victory Funds International Small Cap Fund | Other securities | — | — | $257K | 1.8% | |
| Vanguard Group International Growth Fund | Mutual Funds | — | — | $232K | 1.6% | |
| Vanguard Group Equity Income Fund | Mutual Funds | — | — | $215K | 1.5% | |
| Blackrock Health Care Science Oportunities Fund | Other securities | — | — | $181K | 1.3% | |
| Vanguard Group Mid Cap Value Index Fund | Common Collective Trusts | — | — | $145K | 1.0% | |
| MFS Mid-Cap Growth Fund | Mutual Funds | — | — | $141K | 1.0% | |
| MFS Blended Research Core Equity Fund | Mutual Funds | — | — | $122K | 0.9% | |
| American Funds New World Fund | Mutual Funds | — | — | $119K | 0.8% | |
| Vanguard Group Target Retirement Income Fund | Mutual Funds | — | — | $113K | 0.8% | |
| Vanguard Group Explorer Admiral Fund | Mutual Funds | — | — | $109K | 0.8% | |
| Vanguard Group Target Retirement 2060 Fund | Mutual Funds | — | — | $89K | 0.6% | |
| maturing through July 2028 - | Other securities | — | — | $54K | 0.4% | |
| (E) | Other securities | — | $15K | $36K | 0.3% | |
| Principal Life Insurance Company Core Fixed Income Separate Account | Pooled Separate Accounts | — | — | $36K | 0.3% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $36K | 0.3% | |
| Vanguard Group Small Cap Index Fund | Common Collective Trusts | — | — | $33K | 0.2% | |
| Vanguard Group Developed Markets Index Fund | Common Collective Trusts | — | — | $31K | 0.2% | |
| * Principal Life Insurance Company Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $30K | 0.2% | |
| (E) | Other securities | — | $33K | $24K | 0.2% | |
| Vanguard Group Target Retirement 2020 Fund | Mutual Funds | — | — | $24K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $15K | 0.1% | |
| Vanguard Group Wellesley Income Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Group Target Retirement 2065 Fund | Mutual Funds | — | — | $2K | <0.1% |
