Joanne Paladino signed Plan Professionals, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plan Professionals, LLC's EIN is 85-3213245.
Download the official 2024 Form 5500 (PDF) for Plan Professionals, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plan Professionals, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NPPG PLAN PROFESSIONALS LLC | 85-3213245 | — | RECORDKEEPER | $451K | — |
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $245K | — |
| PINNACLE FINANCIAL SERVICES, INC. | 59-2438373 | — | RECORDKEEPER | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 228 | Pooled Separate Account | — | — | $156.0M | 25.5% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $59.2M | 9.7% | |
| MFS MASSACHUSETTS INV GR STK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 663 | Pooled Separate Account | — | — | $38.8M | 6.4% | |
| Transamerica Stable Value Advantage Account | Stable Value | — | — | $33.4M | 5.5% | |
| AMERICAN FDS WASHINGTON MUTUAL INVE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 231 | Pooled Separate Account | — | — | $30.0M | 4.9% | |
| STATE STREET RUSSELL LG CAP GROW ID TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $22.0M | 3.6% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 164 | Pooled Separate Account | — | — | $16.1M | 2.6% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $16.0M | 2.6% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 019 | Pooled Separate Account | — | — | $15.8M | 2.6% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $15.7M | 2.6% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 163 | Pooled Separate Account | — | — | $13.7M | 2.2% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 165 | Pooled Separate Account | — | — | $13.6M | 2.2% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $12.5M | 2.0% | |
| VICTORY ESTABLISHED VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 608 | Pooled Separate Account | — | — | $11.7M | 1.9% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $11.4M | 1.9% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 417 | Pooled Separate Account | — | — | $11.3M | 1.9% | |
| STATE STREET S&P MID CAP INDX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $11.3M | 1.9% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $10.7M | 1.7% | |
| Participating Employers Participant Notes Receivable with varying dates of maturity with interest rates ranging from 4.25% to 10.50% | Bonds / Notes | — | — | $10.6M | 1.7% | |
| AMER FUNDS EUROPACIFIC GROWTH RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $8.6M | 1.4% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $8.1M | 1.3% | |
| MACQUARIE MID CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 515 | Pooled Separate Account | — | — | $7.0M | 1.1% | |
| JANUS TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 578 | Pooled Separate Account | — | — | $6.1M | 1.0% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $5.8M | 1.0% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 505 | Pooled Separate Account | — | — | $5.8M | 1.0% | |
| STATE STREET RUSSELL LG CAP VALUE I TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $5.4M | 0.9% | |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 102 | Pooled Separate Account | — | — | $4.9M | 0.8% | |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $4.6M | 0.8% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $4.2M | 0.7% | |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $3.8M | 0.6% | |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $3.6M | 0.6% | |
| STATE STREET RUSSELL SM CAP GROW ID TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 172 | Pooled Separate Account | — | — | $3.5M | 0.6% | |
| PARAMETRIC INTERNATIONAL EQUITY RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 737 | Pooled Separate Account | — | — | $3.4M | 0.6% | |
| ALLSPRING PRECIOUS METALS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 272 | Pooled Separate Account | — | — | $3.1M | 0.5% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 607 | Pooled Separate Account | — | — | $3.1M | 0.5% | |
| FRANKLIN UTILITIES RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 263 | Pooled Separate Account | — | — | $2.8M | 0.5% | |
| DFA INTERNATIONAL SMALL CAP VALUE P TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 720 | Pooled Separate Account | — | — | $2.6M | 0.4% | |
| SSGA EMERGING MARKETS INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $2.4M | 0.4% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $2.3M | 0.4% | |
| DFA INFL-PROTECTED SEC PORTFOLIO RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $1.8M | 0.3% | |
| BNY MELLON GLOBAL INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 761 | Pooled Separate Account | — | — | $1.8M | 0.3% | |
| (Inclusive of cumulative deemed distributions of | Other securities | — | — | $399K | <0.1% | |
| INVESCO GLOBAL REAL ESTATE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 274 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FEDERATED HERMES MDT SM CAP CORE RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 351 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CLEARBRIDGE MID CAP RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 379 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TOTAL STOCK MARKET INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIONEER SELECT MID CAP GROWTH RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 738 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DWS CORE EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 758 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| HANNIS T BOURGEOIS | 72-0636725 | — | AUDIT | $89K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOWEN MICLETTE & BRITT | 26-3860108 | — | OTHER | $9K | — |
| AGC HOUSTON CHAPTER | 74-0490820 | — | PLAN SPONSOR | $1K | — |
| LOUISANA AGC | 72-0395279 | — | PLAN SPONSOR | $694 | — |
