Deborah Wright signed Netplanner Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Netplanner Systems, Inc.'s EIN is 58-1766857.
Download the official 2024 Form 5500 (PDF) for Netplanner Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Netplanner Systems, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL LLC | 83-1143379 | — | ADVISOR | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard VANG TARGET RET 2035 | Mutual Funds | — | — | $3.3M | 26.5% | |
| Vanguard VANG TARGET RET 2030 | Mutual Funds | — | — | $3.0M | 24.7% | |
| Vanguard VANG TARGET RET 2045 | Mutual Funds | — | — | $1.3M | 10.7% | |
| Vanguard VANG TARGET RET 2040 | Mutual Funds | — | — | $1.1M | 9.0% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $530K | 4.3% | |
| Vanguard VANG TARGET RET 2060 | Mutual Funds | — | — | $407K | 3.3% | |
| Vanguard VANG TARGET RET 2055 | Mutual Funds | — | — | $368K | 3.0% | |
| Vanguard VANG TARGET RET 2025 | Mutual Funds | — | — | $344K | 2.8% | |
| JP Morgan JP Morgan Large Cap Growth | Other securities | — | — | $285K | 2.3% | |
| Vanguard VANG TARGET RET 2050 | Mutual Funds | — | — | $283K | 2.3% | |
| Vanguard VANG EXPLORER ADM | Mutual Funds | — | — | $165K | 1.3% | |
| BR MID CAP EQ IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $142K | 1.2% | |
| BLKRK R2000 IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $136K | 1.1% | |
| Vanguard VANG TARGET RET 2065 | Mutual Funds | — | — | $127K | 1.0% | |
| BR EQUITY INDEX R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $80K | 0.6% | |
| American Funds AF WASH MUTL INV R6 | Mutual Funds | — | — | $61K | 0.5% | |
| Vanguard VANG TARGET RET INC | Mutual Funds | — | — | $36K | 0.3% | |
| DFA Global DFA GLOBAL REAL ESTATE ** 767 PIMCO INCOME INST | Mutual Funds | — | — | $34K | 0.3% | |
| Vanguard VANG TARGET RET 2020 | Mutual Funds | — | — | $29K | 0.2% | |
| MFS INTL DIVRSN | Mutual Funds | — | — | $5K | <0.1% | |
| DFA Global DFA US TARGET VAL | Mutual Funds | — | — | $4K | <0.1% | |
| BR EAFE EQUITY IDX R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
