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, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $1.9M | — |
| PLAN PROFESSIONALS, LLC D/B/A NPPG | 85-3213245 | — | RECORDKEEPER | $324K | — |
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 LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $57.7M | 12.4% | |
| Transamerica LifeGoal 2035 with BlkRck RetAct | Other securities | — | — | $57.4M | 12.3% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $50.4M | 10.8% | |
| Transamerica LifeGoal 2030 with BlackRck RetAct | Other securities | — | — | $49.8M | 10.7% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $43.2M | 9.3% | |
| Transamerica LifeGoal 2040 with BlkRck Ret Act | Other securities | — | — | $43.0M | 9.2% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $41.2M | 8.9% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $35.4M | 7.6% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $30.9M | 6.6% | |
| Transamerica LifeGoal 2050 with BlkRck Ret Acct | Other securities | — | — | $29.7M | 6.4% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $27.9M | 6.0% | |
| Transamerica LifeGoal 2055 with BlkRck Ret Acct | Other securities | — | — | $27.7M | 5.9% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $21.8M | 4.7% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $21.5M | 4.6% | |
| Transamerica LifeGoal 2060 with BlkRck Ret Acct | Other securities | — | — | $21.0M | 4.5% | |
| JPMORGAN LRG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $20.1M | 4.3% | |
| Transamerica JPMorgan Lrg Cap Gr Ret Acct | Other securities | — | — | $19.8M | 4.2% | |
| TRANSAMERICA PRTNRS STCK INDX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $15.6M | 3.3% | |
| AMERICAN FUNDS BLNCD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $15.0M | 3.2% | |
| Transamerica ClearBridge Sm Cap Gr Ret Acct | Other securities | — | — | $14.9M | 3.2% | |
| Transamerica American Funds Blncd Ret Acct | Mutual Funds | — | — | $14.7M | 3.2% | |
| Transamerica Financial * Stable Value Core Account | Stable Value | — | — | $10.4M | 2.2% | |
| JPMORGAN U.S. EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 334 | Pooled Separate Account | — | — | $9.2M | 2.0% | |
| Loans to participants, interest ranging from 3.25% - | Bonds / Notes | — | — | $7.9M | 1.7% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $7.2M | 1.5% | |
| MFS VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 710 | Pooled Separate Account | — | — | $5.5M | 1.2% | |
| Transamerica MFS Value Ret Acct | Mutual Funds | — | — | $5.3M | 1.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $5.2M | 1.1% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $4.7M | 1.0% | |
| Transamerica State Street S&P Md Cap Indx Ret Acct | Other securities | — | — | $4.6M | 1.0% | |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $4.0M | 0.9% | |
| Transamerica PIMCO Inc Ret Acct | Mutual Funds | — | — | $3.9M | 0.8% | |
| BLACKROCK MID-CAP GROWTH EQUITY RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 098 | Pooled Separate Account | — | — | $3.8M | 0.8% | |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $3.4M | 0.7% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $2.9M | 0.6% | |
| MFS MD CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $2.9M | 0.6% | |
| Transamerica State Street Russell Sm Cap Index Ret Acct | Other securities | — | — | $2.7M | 0.6% | |
| Transamerica State Steet Prtn Series with TA Conser RetAcct | Other securities | — | — | $2.4M | 0.5% | |
| FIDELITY ADVISOR INTL CAP APPRECIAT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 202 | Pooled Separate Account | — | — | $2.4M | 0.5% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $2.1M | 0.4% | |
| Transamerica Fidelity Advisor Intl Cap Appreciation Ret Acct | Mutual Funds | — | — | $2.1M | 0.4% | |
| FRANKLIN SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 945 | Pooled Separate Account | — | — | $2.1M | 0.4% | |
| FIDELITY ADVISOR TOTAL BOND RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 203 | Pooled Separate Account | — | — | $1.9M | 0.4% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $1.9M | 0.4% | |
| Transamerica TA Vanguard REIT Index Ret Acct | Mutual Funds | — | — | $1.8M | 0.4% | |
| Transamerica Fidelity Advisor Total Bond Ret Acct | Mutual Funds | — | — | $1.7M | 0.4% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $1.6M | 0.4% | |
| CLEARBRIDGE SM CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 380 | Pooled Separate Account | — | — | $1.6M | 0.3% | |
| Transamerica American Funds New World Ret Acct | Mutual Funds | — | — | $1.6M | 0.3% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $1.4M | 0.3% |
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 |
|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY - PLA | $386K | — |
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY - PLA | $379K | — |
| OSAIC WEALTH, INC | 93-0987232 | — | INVESTMENT ADVISORY-PLAN | $148K | — |
| MORGAN STANLEY SMITH BARNEY LLC (MS | 26-4310632 | — | INVESTMENT ADVISORY - PLA | $144K | — |
| WOODBURY FINANCIAL SERVICES, INC. | 41-0944586 | — | INVESTMENT ADVISORY - PLA | $12K | — |
| AMERIPRISE FINANCIAL SERVICES INC | 41-0973005 | — | INVESTMENT ADVISORY - PLA | $11K | — |
