Rusty Hall signed Professional Project Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Professional Project Services, Inc.'s EIN is 62-1661329.
Download the official 2024 Form 5500 (PDF) for Professional Project Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Professional Project Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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.
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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Large Cap Growth Separate Account (1) | Pooled Separate Accounts | — | — | $4.2M | 10.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $4.2M | 10.6% | |
| T.Rowe Price Associates, Inc. Retirement 2020 Fund (1) | Common Stocks | — | — | $2.9M | 7.3% | |
| T.Rowe Price Associates, Inc. Retirement 2030 Fund (1) | Common Stocks | — | — | $2.8M | 7.1% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option (1) | Common Stocks | — | — | $2.6M | 6.6% | |
| T.Rowe Price Associates, Inc. Retirement 2025 Fund (1) | Common Stocks | — | — | $2.4M | 6.2% | |
| T.Rowe Price Associates, Inc. Retirement 2035 Fund (1) | Common Stocks | — | — | $2.2M | 5.5% | |
| Principal Life Insurance Company Core Fixed Income Separate Account (1) | Pooled Separate Accounts | — | — | $2.1M | 5.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2.1M | 5.2% | |
| T.Rowe Price Associates, Inc. Retirement 2040 Fund (1) | Common Stocks | — | — | $1.6M | 4.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.6M | 4.0% | |
| American Beacon Large Cap Growth (1) | Other securities | — | — | $1.6M | 4.0% | |
| Capital Research and Management Co. American Funds Mutual R6 Fund (1) | Mutual Funds | — | — | $1.4M | 3.4% | |
| T.Rowe Price Associates, Inc. Retirement 2045 Fund (1) | Common Stocks | — | — | $1.2M | 3.1% | |
| T.Rowe Price Associates, Inc. Retirement 2050 Fund (1) | Common Stocks | — | — | $1.2M | 2.9% | |
| Janus Henderson Balanced N Fund (1) | Mutual Funds | — | — | $1.1M | 2.8% | |
| Principal Life Insurance Company Mid Cap Growth Separate Account (1) | Pooled Separate Accounts | — | — | $1.0M | 2.6% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $1.0M | 2.6% | |
| Columbia Management Advisors Contra Core I3 Fund (1) | Other securities | — | — | $1.0M | 2.6% | |
| Principal Life Insurance Company Small Cap Separate Account (1) | Pooled Separate Accounts | — | — | $812K | 2.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $812K | 2.1% | |
| John Hancock Advisors, LLC Disciplined Value Mid Cap R6 Fund (1) | Other securities | — | — | $769K | 2.0% | |
| Carillon Tower Advisors Eagle Small Cap Growth R6 Fund (1) | Other securities | — | — | $750K | 1.9% | |
| Dimensional Fund Advisors U.S. Targeted Value I Fund (1) | Mutual Funds | — | — | $538K | 1.4% | |
| Principal Global Adviors Gov Money Market (1) | Cash / Money Market | — | — | $479K | 1.2% | |
| Participant notes receivable Loans bearing interest at rates ranging from 5.25% - 10.5%, to be repaid through 2029 – | Bonds / Notes | — | — | $479K | 1.2% | |
| T.Rowe Price Associates, Inc. Retirement 2010 Fund (1) | Common Stocks | — | — | $448K | 1.1% | |
| Capital Research and Management Co. American Funds EuroPacific Growth R6 Fund (1) | Mutual Funds | — | — | $377K | 1.0% | |
| T.Rowe Price Associates, Inc. Retirement 2060 Fund (1) | Common Stocks | — | — | $365K | 0.9% | |
| Dimensional Fund Advisors International Core Equity I Fund (1) | Mutual Funds | — | — | $316K | 0.8% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index Separate Account (1) | Pooled Separate Accounts | — | — | $310K | 0.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $310K | 0.8% | |
| T.Rowe Price Associates, Inc. Retirement 2055 Fund (1) | Common Stocks | — | — | $293K | 0.7% | |
| American Beacon High Yield (1) | Other securities | — | — | $275K | 0.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $259K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $247K | 0.6% | |
| Charles Schwab Self-directed brokerage accounts (1) | Self-Directed Brokerage | — | — | $230K | 0.6% | |
| Capital Research and Management Co. American Funds New Perspective R6 Fund (1) | Mutual Funds | — | — | $228K | 0.6% | |
| T.Rowe Price Associates, Inc. Retirement 2015 Fund (1) | Common Stocks | — | — | $218K | 0.6% | |
| T.Rowe Price Associates, Inc. Retirement 2005 Fund (1) | Common Stocks | — | — | $216K | 0.5% | |
| Vanguard Group Developing Markets Index Admiral Fund (1) | Mutual Funds | — | — | $214K | 0.5% | |
| T.Rowe Price Associates, Inc. Retirement 2065 Fund (1) | Common Stocks | — | — | $190K | 0.5% | |
| Capital Research and Management Co. American Funds New World R6 Fund (1) | Mutual Funds | — | — | $181K | 0.5% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $91K | 0.2% | |
| Fidelity Management Research Sel Dav Gold Z Fund (1) | Mutual Funds | — | — | $79K | 0.2% | |
| Frankin Templeton Investments Franklin Gold & Precious Metals R6 Fund (1) | Mutual Funds | — | — | $78K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $73K | 0.2% | |
| PIMCO International Bond (Hedged) Fund (1) | Mutual Funds | — | — | $30K | <0.1% | |
| (E) | Other securities | — | $73K | $30K | <0.1% | |
| Origin Asset Management LLP Principal International Equity Separate Account (1) | Pooled Separate Accounts | — | — | $16K | <0.1% |
