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, a default investment (QDIA), automatic enrollment, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Voya MyCompass American Funds 2035 Fd R | Mutual Funds | — | — | $9.0M | 16.0% | |
| Voya MyCompass American Funds 2025 Fd R | Mutual Funds | — | — | $5.9M | 10.6% | |
| Voya MyCompass American Funds 2040 Fd R | Mutual Funds | — | — | $5.5M | 9.8% | |
| Voya MyCompass American Funds 2030 Fd R | Mutual Funds | — | — | $5.0M | 9.0% | |
| Voya MyCompass American Funds 2045 Fd R | Mutual Funds | — | — | $4.7M | 8.4% | |
| Voya MyCompass American Funds 2050 Fd R | Mutual Funds | — | — | $3.4M | 6.0% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $2.2M | 3.9% | |
| BlackRock Equity Index Fund | Common Collective Trusts | — | — | $2.1M | 3.7% | |
| Voya MyCompass American Funds 2055 Fd R | Mutual Funds | — | — | $2.0M | 3.6% | |
| Voya Retirement Insurance * Voya Fixed Account | Other securities | — | — | $2.0M | 3.5% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $1.6M | 2.9% | |
| T. Rowe Price Global Stock Fund | Other securities | — | — | $1.4M | 2.5% | |
| JPMorgan US Equity Fund | Other securities | — | — | $1.4M | 2.5% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $1.4M | 2.5% | |
| Voya MyCompass American Funds 2060 Fd R | Mutual Funds | — | — | $1.1M | 1.9% | |
| American Century Diversified Bond Fund | Other securities | — | — | $1.0M | 1.8% | |
| Notes receivable from participants - | Other securities | — | — | $849K | 1.5% | |
| American Century Strategic Allocation Moderate Fund | Other securities | — | — | $754K | 1.3% | |
| Voya MyCompass American Funds 2015 Fd R | Mutual Funds | — | — | $556K | 1.0% | |
| Invesco Corporate Bond Fund | Mutual Funds | — | — | $532K | 1.0% | |
| SCB Fdmtl In Large Index Fund | Common Collective Trusts | — | — | $512K | 0.9% | |
| Fidelity Small Cap Ind Fund | Mutual Funds | — | — | $445K | 0.8% | |
| American Funds New World Fund | Mutual Funds | — | — | $406K | 0.7% | |
| Hartford International Stock Fund | Other securities | — | — | $370K | 0.7% | |
| American Century Strategic Allocation Aggressive Fund | Other securities | — | — | $321K | 0.6% | |
| Vanguard Mid-Cap Index Admiral Fund | Mutual Funds | — | — | $298K | 0.5% | |
| Vanguard Windsor II Admiral Fund | Mutual Funds | — | — | $258K | 0.5% | |
| BlackRock Strategic Global Bond Fund | Other securities | — | — | $211K | 0.4% | |
| Voya MyCompass American Funds 2065 Fd R | Mutual Funds | — | — | $149K | 0.3% | |
| Loomis Sayles Inflation Protected Securities Fund | Other securities | — | — | $138K | 0.2% | |
| American Century Small Cap Value Fund | Other securities | — | — | $113K | 0.2% | |
| Voya Government Money Market Fund A | Cash / Money Market | — | — | $91K | 0.2% | |
| American Century Short Duration Fund | Other securities | — | — | $88K | 0.2% | |
| DFA US Vector Equity Port Ins Fund | Mutual Funds | — | — | $87K | 0.2% | |
| Macquarie Mid Cap Growth Fund | Other securities | — | — | $41K | <0.1% | |
| Alliance Bernstein Small Cap Grw Port Z Fund | Other securities | — | — | $34K | <0.1% | |
| Voya MyCompass American Funds 2020 Fd R | Mutual Funds | — | — | $16K | <0.1% | |
| American Century Strategic Allocation Conservative Fund | Other securities | — | — | $9K | <0.1% | |
| Voya MyCompass American Funds 2010 Fd R | Mutual Funds | — | — | $3K | <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 |
|---|
| WORLD INVESTMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES, LLC | — | BETHLEHEM, PA | BROKER/DELAER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHEAST PROFESSIONAL PLANNING | — | SHREWSBURY, NJ | TPA | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | SERVICE PROVIDER | $22K | — |
| PLAN PROFESSIONAL, LLC | 85-3213245 | — | SERVICE PROVIDER | $12K | — |
| NPPG INVESTMENT SERVICES LLC | 32-0356844 | — | SERVICE PROVIDER | $0 | — |
