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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $92K | — |
| PLAN PROFESSIONALS, LLC D/B/A NPPG | 85-3213245 | — | RECORDKEEPER | $18K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Vanguard Large Cap Index Adm | Mutual Funds | — | — | $4.2M | 10.5% | |
| Transamerica LifeGoal (SM) 2035 Fund | Other securities | — | — | $4.1M | 10.3% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784259 / PN 001 | Common Collective Trust | — | — | $4.1M | 10.3% | |
| Transamerica LifeGoal (SM) 2040 Fund | Other securities | — | — | $3.5M | 8.7% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784260 / PN 001 | Common Collective Trust | — | — | $3.5M | 8.7% | |
| Transamerica Vanguard FTSE All-World ex-US Index Admiral | Mutual Funds | — | — | $2.5M | 6.4% | |
| Transamerica LifeGoal (SM) 2045 Fund | Other securities | — | — | $2.4M | 6.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784261 / PN 001 | Common Collective Trust | — | — | $2.4M | 6.1% | |
| STATE STREET NASDAQ 100 INDEX NL CL STATE STREET · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $2.4M | 6.1% | |
| Transamerica LifeGoal (SM) 2030 Fund | Other securities | — | — | $2.0M | 5.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784258 / PN 001 | Common Collective Trust | — | — | $2.0M | 5.1% | |
| Transamerica LifeGoal (SM) 2050 Fund | Other securities | — | — | $2.0M | 4.9% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784262 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.9% | |
| Transamerica LifeGoal (SM) Retirement Fund | Other securities | — | — | $1.9M | 4.7% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.9M | 4.7% | |
| Transamerica Fidelity Mid Cap Index | Mutual Funds | — | — | $1.8M | 4.5% | |
| Transamerica American Century Strat Allocation: Mod R6 | Other securities | — | — | $1.7M | 4.1% | |
| Transamerica LifeGoal (SM) 2055 Fund | Other securities | — | — | $1.3M | 3.2% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784263 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.2% | |
| Transamerica LifeGoal (SM) 2060 Fund | Other securities | — | — | $1.2M | 3.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784264 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.1% | |
| Transamerica JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.0M | 2.6% | |
| Transamerica Fidelity Small Cap Index | Mutual Funds | — | — | $827K | 2.1% | |
| Transamerica American Funds Bond Fund of America R6 | Mutual Funds | — | — | $690K | 1.7% | |
| Transamerica Financial Life | Other securities | — | — | $651K | 1.6% | |
| Transamerica Vanguard Value Index Adm | Mutual Funds | — | — | $624K | 1.6% | |
| Transamerica Vanguard Windsor II Adm | Mutual Funds | — | — | $549K | 1.4% | |
| Transamerica American Funds Inflation Linked Bond R-6 | Mutual Funds | — | — | $431K | 1.1% | |
| Transamerica LifeGoal (SM) 2025 Fund | Other securities | — | — | $396K | 1.0% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784257 / PN 001 | Common Collective Trust | — | — | $396K | 1.0% | |
| Notes receivable from participants - 10.50%, various maturities. | Bonds / Notes | — | — | $372K | 0.9% | |
| Transamerica DFA Real Estate Securities I | Mutual Funds | — | — | $310K | 0.8% | |
| Transamerica American Funds New World R6 | Mutual Funds | — | — | $280K | 0.7% | |
| Transamerica Macquarie Mid Cap Growth | Other securities | — | — | $275K | 0.7% | |
| Transamerica JP Morgan US Equity R6 | Other securities | — | — | $193K | 0.5% | |
| Transamerica American Funds American High Income Tr R6 | Mutual Funds | — | — | $186K | 0.5% | |
| Transamerica Columbia Mid Cap Value Instl 2 | Other securities | — | — | $182K | 0.5% | |
| Transamerica LifeGoal (SM) 2065 Fund | Other securities | — | — | $176K | 0.4% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784265 / PN 001 | Common Collective Trust | — | — | $176K | 0.4% | |
| Transamerica American Century Small Cap Value R6 | Other securities | — | — | $146K | 0.4% | |
| Transamerica Alliance Bernstein Small Cap Growth Z | Other securities | — | — | $110K | 0.3% | |
| Transamerica MFS Corporate Bond R6 | Mutual Funds | — | — | $81K | 0.2% | |
| Transamerica American Century Strat Allocation Aggr R6 | Other securities | — | — | $64K | 0.2% | |
| Transamerica Schwab Fundamental Intl Eqty Idx | Common Collective Trusts | — | — | $26K | <0.1% | |
| Transamerica PIMCO International Bond | Mutual Funds | — | — | $18K | <0.1% | |
| Transamerica American Century Strat Allocation: Cnsrv R6 | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NPPG INVESTMENT SERVICES LLC |
| 32-0356844 |
| — |
| INVESTMENT ADVISORY - PLA |
| $8K |
| — |
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY - PLA | $1 | — |
