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).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INESTMENT MGMT | $20K | — |
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 Century RD Hybrid 2035 CL I | Other securities | — | — | $7.5M | 12.0% | |
| American Century RD Hybrid 2045 CL I | Other securities | — | — | $7.1M | 11.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.6M | 10.6% | |
| American Century RD Hybrid 2040 CL I | Other securities | — | — | $6.6M | 10.5% | |
| American Century RD Hybrid 2050 CL I | Other securities | — | — | $6.1M | 9.7% | |
| American Century RD Hybrid 2055 CL I | Other securities | — | — | $5.0M | 8.0% | |
| American Century RD Hybrid 2030 CL I | Other securities | — | — | $4.8M | 7.8% | |
| American Century RD Hybrid 2025 CL I | Other securities | — | — | $2.8M | 4.6% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $2.6M | 4.1% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $2.5M | 4.0% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $2.5M | 4.0% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $2.2M | 3.6% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $2.1M | 3.4% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $1.8M | 2.8% | |
| American Century RD Hybrid 2060 CL I | Other securities | — | — | $1.8M | 2.8% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $1.7M | 2.8% | |
| Fidelity Advisor Equity Growth Z | Mutual Funds | — | — | $1.6M | 2.5% | |
| American Century RD Hybrid In Ret CL 1 | Other securities | — | — | $1.6M | 2.5% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $1.5M | 2.4% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $1.4M | 2.2% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $1.4M | 2.2% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $1.3M | 2.1% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $1.3M | 2.0% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $1.2M | 1.9% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $1.2M | 1.9% | |
| Empower Life & Annuity Insurance * EI Fixed Account - Series Class I | Other securities | — | — | $1.1M | 1.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.1M | 1.7% | |
| Notes receivable from participants - | Other securities | — | — | $973K | 1.6% | |
| iShares MSCI AEFE International Index Fund | Common Collective Trusts | — | — | $968K | 1.5% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | — | $887K | 1.4% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $884K | 1.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $832K | 1.3% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $817K | 1.3% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $795K | 1.3% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $792K | 1.3% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $692K | 1.1% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $688K | 1.1% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $627K | 1.0% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $619K | 1.0% | |
| Franklin Templeton Small Cap Value R6 | Mutual Funds | — | — | $613K | 1.0% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $606K | 1.0% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $592K | 0.9% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $576K | 0.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $573K | 0.9% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $552K | 0.9% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $542K | 0.9% | |
| MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $520K | 0.8% | |
| American Century Mid Cap Value R6 | Other securities | — | — | $484K | 0.8% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $472K | 0.8% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $469K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $130K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN PROFESSIONALS LLC DBA NPPG | — | GREENWOOD VILLAGESHREW, NJ | CONTRACT ADMIN | $214K | — |
| NATIONAL PROF. PLANNING GROUP | — | SHREWSBURY, NJ | CONTRACT ADMIN | $19K | — |
