Melinda Procovich signed CD PEO Plus, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CD PEO Plus, LLC's EIN is 59-3634172.
Download the official 2024 Form 5500 (PDF) for CD PEO Plus, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CD PEO Plus, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $12K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $2K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | TRUST RECORDKEEPER | $585 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide Investor Destinations Moderate Fund Class R6 | Other securities | — | — | $716K | 17.9% | |
| Fixed Annuity Contract * Nationwide Fixed Select Fund | Other securities | — | — | $493K | 12.3% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $284K | 7.1% | |
| Parnassus Endeavor Fund Investor Shares | Other securities | — | — | $228K | 5.7% | |
| American Funds AMCAP Fund® Class R-6 | Mutual Funds | — | — | $175K | 4.4% | |
| Federated Government Obligations Fund Premier Shares | Other securities | — | — | $132K | 3.3% | |
| Victory Sycamore Established Value Fund Class I | Other securities | — | — | $106K | 2.6% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $85K | 2.1% | |
| accounts $-0- | Other securities | — | — | $84K | 2.1% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $82K | 2.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $81K | 2.0% | |
| Goldman Sachs GQG Partners International Opportunities Fund | Other securities | — | — | $81K | 2.0% | |
| Nationwide Investor Destinations Moderately Conservative Fund Class R6 | Other securities | — | — | $78K | 1.9% | |
| Nationwide Loomis All Cap Growth Fund Class R6 | Other securities | — | — | $75K | 1.9% | |
| Avantis U.S. Large Cap Value Inst | Other securities | — | — | $72K | 1.8% | |
| Dimension Fund Advisors Emerging Markets Core Equity Portfolio Institutional Class ** 188 JPMorgan Large Cap Growth Fund - Class R6 | Other securities | — | — | $69K | 1.7% | |
| Hotchkis & Wiley Diversified Value Fund Class Institutional | Other securities | — | — | $67K | 1.7% | |
| JPMorgan Equity Income Fund Class R5 | Other securities | — | — | $65K | 1.6% | |
| Avantis Emerging Markets Equity Inst | Other securities | — | — | $64K | 1.6% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $56K | 1.4% | |
| Nationwide Investor Destinations Moderately Aggressive Fund Class R6 | Other securities | — | — | $55K | 1.4% | |
| Principal Real Estate Securities Fund Intstitutional Class ** 47 Prudential Total Return Bond Fund - Class Z ** 641 Prudential Total Return Bond Fund - Class R6 | Other securities | — | — | $54K | 1.3% | |
| Invesco Equity and Income Fund R5 Class | Mutual Funds | — | — | $47K | 1.2% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $45K | 1.1% | |
| Prudential High Yield Fund - Class Z | Other securities | — | — | $43K | 1.1% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $39K | 1.0% | |
| Columbia Select Large Cap Growth Fund Institutional 2 Class ** 154 Diamond Hill Mid Cap Fund Class I | Other securities | — | — | $39K | 1.0% | |
| BlackRock High Yield Bond Fund Class K Shares | Other securities | — | — | $37K | 0.9% | |
| Principal Global Real Estate Securities Fund Class R6 | Other securities | — | — | $37K | 0.9% | |
| Dimension Fund Advisors U.S. Targeted Value Portfolio Institutional Class ** 197 Dimension Fund Advisors Global Equity Portfolio Institutional Class | Other securities | — | — | $34K | 0.8% | |
| Legal & General Commodity Strategy Fund Inst | Other securities | — | — | $34K | 0.8% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $28K | 0.7% | |
| PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $27K | 0.7% | |
| America Beacon International Equity Fund Institutional Class ** 206 Allspring Discipline U.S. Core Fund Class Institutional | Other securities | — | — | $24K | 0.6% | |
| Baron Capital Group Fund Institutional Shares | Mutual Funds | — | — | $24K | 0.6% | |
| Vanguard Total Stock Market Index Fund Admiral Shares ** 452 Vanguard Explorer Fund Admiral Shares | Common Collective Trusts | — | — | $21K | 0.5% | |
| Avantis U.S. Small Cap Value Inst | Other securities | — | — | $21K | 0.5% | |
| AB Global Bond Fund Class I | Other securities | — | — | $17K | 0.4% | |
| Allianz Funds AllianzGI Mid-Cap Fund Institutional Class | Other securities | — | — | $15K | 0.4% | |
| Nationwide ID Conservative Fund R6 | Other securities | — | — | $13K | 0.3% | |
| BlackRock Total Return Fund Class K Shares | Other securities | — | — | $12K | 0.3% | |
| Ivy Funds International Core Equity Fund Class I | Other securities | — | — | $10K | 0.3% | |
| BlackRock Health Sciences Opportunities Portfolio Institutional Shares | Other securities | — | — | $8K | 0.2% | |
| BLKRK HLTH SCNC OPPR INST MUTUAL FUND | Other securities | — | — | $8K | 0.2% | |
| JPMorgan Small Cap Equity Fund Class R5 | Other securities | — | — | $7K | 0.2% | |
| JPM SMCAP EQ R5 MUTUAL FUND | Other securities | — | — | $7K | 0.2% | |
| PIMCO Diversified Income Fund Institutional Class | Mutual Funds | — | — | $7K | 0.2% | |
| PIMCO DIVRS INC INST MUTUAL FUND | Mutual Funds | — | — | $7K | 0.2% | |
| Lord Abbett Floating Rate Fund Class R5 ** 47 Dimension Fund Advisors U.S. Large Cap Value Portfolio Institutional Class ** 314 Dimension Fund Advisors International Value Portfolio Institutional Class | Mutual Funds | — | — | $4K | <0.1% | |
| DFA INTL VAL MUTUAL FUND | Mutual Funds | — | — | $4K | <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 |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES LLC | 41-0973005 | MINNEAPOLIS, MA | NONE | $0 | — |
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS, MN | NONE | $0 | — |
| AMERIPRISE FINANCIAL SERVICES | 41-0973005 | — | NONE | $0 | — |
| AMERIPRISE FINANCIAL SERVICES | 41-0973005 | — | NONE | $0 | — |
