Julia Heflin signed Perfect Sense Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Perfect Sense Inc.'s EIN is 81-4289291.
Download the official 2024 Form 5500 (PDF) for Perfect Sense Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Perfect Sense 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $19K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $5.9M | 15.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $5.1M | 13.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $4.3M | 11.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.5M | 9.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.9M | 7.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.7M | 7.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.6M | 6.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.5M | 3.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.3M | 3.3% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $1.2M | 3.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.1M | 2.9% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $838K | 2.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $823K | 2.1% | |
| VAN TAX-MANAGED CAP APP ADM | Registered Investment Companies | — | — | $682K | 1.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $637K | 1.7% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $509K | 1.3% | |
| NUVEEN QUANT SM CAP EQ R6 | Registered Investment Companies | — | — | $448K | 1.2% | |
| SCHWAB SMALL CAP INDEX | Registered Investment Companies | — | — | $422K | 1.1% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $382K | 1.0% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $289K | 0.7% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $283K | 0.7% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $274K | 0.7% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $259K | 0.7% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $212K | 0.6% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $207K | 0.5% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $39K | 0.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $35K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
