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.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $1.9M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS, LLC | — | SAN DIEGO, CA | SERVICE PROVIDER | $16K | — |
| EQUITABLE ADVISORS LLC | — | SYRACUSE, NY | SERVICE PROVIDER | $14K | — |
| MML INVESTORS SERVICES, LLC | — | SPRINGFIELD, MA | SERVICE PROVIDER | $13K | — |
| GALLAGHER FIDUCUIARY ADVISORS | — | CHICAGO, IL | SERVICE PROVIDER | $12K | — |
| PFG ADVISORS | — | PEORIA, AZ | SERVICE PROVIDER | $11K | — |
| OLD PORT ADVISORS/TRACY ROGERS | — | PORTLAND, ME | SERVICE PROVIDER | $10K | — |
| WELLS FARGO ADVISORS | 34-1542819 | — | SERVICE PROVIDER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NPPG PLAN PROFESSIONALS | — | SHREWSBURY, NJ | SERVICE PROVIDER | $476K | — |
| STADION MONEY MANAGEMENT | 58-2099805 | — | SERVICE PROVIDER | $66K | — |
| CARSON WALTH-DEDUCT/RYAN WITTMAN | — | OMANA, NE | SERVICE PROVIDER | $33K | — |
| IHT WEALTH MANAGEMENT/PAUL ETRA/RAN | — | CHICAGO, IL | SERVICE PROVIDER | $29K | — |
| HAYS FINANCIAL GROUP (ACH)/BRIAN WH | — | MINNEAPOLIS, MN | SERVICE PROVIDER | $28K | — |
| NPPG PLAN PROFESSIONALS | — | SHREWSBURY, NJ | SERVICE PROVIDER | $27K | — |
| HILLS, RENAUT, HOMEN & HUGHES | — | FRESNO, CA | SERVICE PROVIDER | $21K | — |
| LPL FINANCIAL RP-RPCP | — | SAN DIEGO, CA | SERVICE PROVIDER | $20K | — |
| ELEMENT WEALTH LLC | — | RIDGELAND, MS | SERVICE PROVIDER | $17K | — |
| PACETPA | — | CLOVIS, CA | SERVICE PROVIDER | $14K | — |
| COMMONWEALTH FINANCIAL NETWORK | 04-3267557 | — | SERVICE PROVIDER | $13K | — |
| COMMONWEALTH FINANCIAL NETWORK | 04-3267557 | — | SERVICE PROVIDER | $11K | — |
| VANCE GRAY WEALTH MANAGEMENT INC | — | BANGOR, ME | SERVICE PROVIDER | $10K | — |
| COMMONWEALTH-BILLED/NATHAN ROGERO | — | WALTHAM, MA | SERVICE PROVIDER | $9K | — |
| MMA SECURITIES LLC (CHECK)/RYAN ROE | — | NEW YORK, NY | SERVICE PROVIDER | $8K | — |
| STIFEL ADVISORY /RUSSELL DIBENEDETT | — | ST LOUIS, MO | SERVICE PROVIDER | $7K | — |
