Jennifer Niccolai signed Proplogix, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Proplogix, LLC's EIN is 81-3763469.
Download the official 2024 Form 5500 (PDF) for Proplogix, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Proplogix, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL | 04-3046611 | — | INVESTMENT ADVISORY | $12K | — |
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 |
|---|---|---|---|---|---|
| DYATECH LLC | 64-0936231 | — | TPA | $3K | — |
| DYATECH | 64-0936231 | — | TPA | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Trust Company Transamerica LifeGoal(SM) 2055Fund | Common Stocks | — | — | $541K | 16.4% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $541K | 16.4% | |
| Dimensional Fund Advisors DFA US Targeted Value I ** 948 Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $438K | 13.3% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) Retirement Fund | Common Stocks | — | — | $415K | 12.6% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $415K | 12.6% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2035 Fund | Common Stocks | — | — | $325K | 9.8% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $325K | 9.8% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2050 Fund | Common Stocks | — | — | $314K | 9.5% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $314K | 9.5% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2060 Fund | Common Stocks | — | — | $299K | 9.0% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $299K | 9.0% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2030 Fund | Common Stocks | — | — | $205K | 6.2% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $205K | 6.2% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2045 Fund | Common Stocks | — | — | $138K | 4.2% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $138K | 4.2% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2025 Fund | Common Stocks | — | — | $89K | 2.7% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $89K | 2.7% | |
| American Funds American Funds Bond Fund of America R6 | Mutual Funds | — | — | $76K | 2.3% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $70K | 2.1% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2040 Fund | Common Stocks | — | — | $69K | 2.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $69K | 2.1% | |
| Transamerica Life Insurance Co Transamerica Stable Value Ascend Option | Stable Value | — | — | $64K | 1.9% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $41K | 1.2% | |
| Transamerica Trust Company Transamerica LifeGoal(SM) 2065 Fund | Common Stocks | — | — | $40K | 1.2% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $40K | 1.2% | |
| Franklin Templeton Investments Putnam Large Cap Value R6 | Mutual Funds | — | — | $34K | 1.0% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $28K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $28K | 0.8% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $26K | 0.8% | |
| JPMorgan Mid Cap Value R6 ** 995 Lord Abbett Lord Abbett Developing Growth R6 ** 941 MFS International Growth R6 | Mutual Funds | — | — | $12K | 0.4% | |
| Dimensional Fund Advisors DFA Real Estate Securities I | Mutual Funds | — | — | $8K | 0.2% | |
| Amundi US Pioneer Bond K | Other securities | — | — | $8K | 0.2% | |
| Transamerica Trust Company Cash reserve | Cash / Money Market | — | — | $5K | 0.1% | |
| WILLMINGTON TR FRANKLIN DYNATECH CL WILLMINGTON TR FRANKLIN DYNATECH CL · EIN 38-4116866 / PN 529 | Common Collective Trust | — | — | $3K | <0.1% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Invesco Discovery Mid Cap Growth R6 | Mutual Funds | — | — | $1K | <0.1% |
