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 RETIREMT SOLUTIONS, LL | 13-3689044 | — | RECORDKEEPER | $77K | — |
| PLAN PROFESSIONALS, LLC D/B/A NPPG | 85-3213245 | — | RECORDKEEPER | $76K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY ONE CHOICE 2025 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.3M | 14.1% | |
| AMERICAN CENTURY ONE CHOICE IN RETI AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.3M | 7.6% | |
| AMERICAN CENTURY ONE CHOICE 2030 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.2M | 6.9% | |
| AMERICAN CENTURY ONE CHOICE 2045 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.7% | |
| Transamerica JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.0M | 6.0% | |
| AMERICAN CENTURY ONE CHOICE 2050 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $928K | 5.6% | |
| AMERICAN CENTURY ONE CHOICE 2035 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $905K | 5.4% | |
| Transamerica Fidelity 500 Index | Common Collective Trusts | — | — | $883K | 5.3% | |
| AMERICAN CENTURY ONE CHOICE 2040 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $767K | 4.6% | |
| AMERICAN CENTURY ONE CHOICE 2055 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $690K | 4.2% | |
| Transamerica Financial Life * Stable Value Strategy Account | Stable Value | — | — | $646K | 3.9% | |
| AMERICAN CENTURY ONE CHOICE 2060 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $382K | 2.3% | |
| Transamerica Fidelity Mid Cap Index | Mutual Funds | — | — | $347K | 2.1% | |
| TRANSAMERICA LIFEGOAL(SM) 2030 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $346K | 2.1% | |
| Notes receivable from participants - | Other securities | — | — | $337K | 2.0% | |
| STATE STREET INTERNATIONAL INDEX NL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 166 | Common Collective Trust | — | — | $253K | 1.5% | |
| Transamerica JPMorgan US Equity R6 | Other securities | — | — | $250K | 1.5% | |
| Transamerica Vanguard LifeStrategy Moderate Gr Inv | Mutual Funds | — | — | $246K | 1.5% | |
| PUTNAM LARGE CAP VALUE TRUST CL-I PUTNAM · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $237K | 1.4% | |
| Transamerica JHancock Bond R6 | Other securities | — | — | $231K | 1.4% | |
| Transamerica American Funds New Perspective R6 | Mutual Funds | — | — | $224K | 1.3% | |
| Transamerica Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $223K | 1.3% | |
| TRANSAMERICA LIFEGOAL(SM) 2045 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $203K | 1.2% | |
| Transamerica BlackRock High Yield Portfolio K | Other securities | — | — | $186K | 1.1% | |
| Transamerica Fidelity Small Cap Index | Mutual Funds | — | — | $154K | 0.9% | |
| AMERICAN CENTURY ONE CHOICE 2065 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $125K | 0.8% | |
| TRANSAMERICA LIFEGOAL(SM) 2025 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $103K | 0.6% | |
| Transamerica Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $100K | 0.6% | |
| Transamerica DFA International Core Equity I | Mutual Funds | — | — | $95K | 0.6% | |
| Transamerica Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $76K | 0.5% | |
| TRANSAMERICA LIFEGOAL(SM) 2055 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $70K | 0.4% | |
| TRANSAMERICA LIFEGOAL(SM) 2050 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $67K | 0.4% | |
| Transamerica Undiscovered Mgrs Behavioral Value R6 | Other securities | — | — | $51K | 0.3% | |
| TRANSAMERICA LIFEGOAL(SM) 2040 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $44K | 0.3% | |
| TRANSAMERICA LIFEGOAL(SM) 2035 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $43K | 0.3% | |
| TRANSAMERICA LIFEGOAL(SM) 2060 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $40K | 0.2% | |
| Transamerica Fidelity Advisor Intl Capital App Z | Mutual Funds | — | — | $33K | 0.2% | |
| Transamerica Fidelity Intl Cptl Apprec K6 | Mutual Funds | — | — | $33K | 0.2% | |
| Transamerica American Funds New World R6 | Mutual Funds | — | — | $27K | 0.2% | |
| WILMINGTON TRUST MFS MID CAP VALUE WILMINGTON TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $24K | 0.1% | |
| Transamerica Vanguard LifeStrategy Cnsrv Gr Inv | Mutual Funds | — | — | $24K | 0.1% | |
| Transamerica ClearBridge Small Cap Growth IS | Other securities | — | — | $22K | 0.1% | |
| INVESCO MID CAP GROWTH TRUST A1 INVESCO · EIN 20-2583973 / PN 108 | Common Collective Trust | — | — | $18K | 0.1% | |
| TRANSAMERICA LIFEGOAL(SM) 2065 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $17K | 0.1% | |
| NEUBERGER BERMAN STRAT MULTI-SECTOR WILMINGTON TRUST · EIN 38-4139862 / PN 639 | Common Collective Trust | — | — | $16K | <0.1% | |
| Transamerica MFS Mid Cap Value R6 | Mutual Funds | — | — | $16K | <0.1% | |
| TRANSAMERICA LIFEGOAL(SM) RETIREMEN TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| Transamerica Vanguard LifeStrategy Income Inv | Mutual Funds | — | — | $2K | <0.1% | |
| WESTERN ASSET CORE BOND R1 WILMINGTON TRUST · EIN 82-4408926 / PN 373 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NPPG PLAN PROFESSIONALS |
| 85-3213245 |
| — |
| INVESTMENT ADVISORY - PLA |
| $14K |
| — |
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY -PLAN | $7K | — |
