John Sample 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, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINICIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4.3M | — |
| CREATIVE PLANNING, LLC | 43-1270780 | — | PLAN ADMINISTATOR | $686K | — |
| NPPG PLAN PROFESSIONALS | 14-7781700 | — | CONTRACT ADMINISTRATOR | $408K | — |
| NPPG PLAN PROFESSIONALS | 85-3213245 |
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.
| — |
| CONTRACT ADMINISTRATOR |
| $53K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JONES & ROTH | 93-0819646 | — | ACCOUNTANT | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DOMESTIC EQ PLS CIT CLASS 1 BENEFIT TRUST COMPANY · EIN 92-6462663 / PN 371 | Common Collective Trust | — | — | $492.4M | 33.5% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $144.5M | 9.8% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $99.6M | 6.8% | |
| Principal Global Investors Trust Co. Cash holding account | Cash / Money Market | — | — | $89.9M | 6.1% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $82.5M | 5.6% | |
| Fidelity Invesments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $81.0M | 5.5% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $77.9M | 5.3% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $69.9M | 4.8% | |
| Fidelity Invesments Fidelity Freedom Index 2035 Prm Fund | Mutual Funds | — | — | $26.0M | 1.8% | |
| Fidelity Invesments Fidelity Freedom Index 2045 Prm Fund | Mutual Funds | — | — | $25.8M | 1.8% | |
| Fidelity Invesments Fidelity Freedom Index 2050 Prm Fund | Mutual Funds | — | — | $23.7M | 1.6% | |
| Fidelity Invesments Fidelity Freedom Index 2030 Prm Fund | Mutual Funds | — | — | $23.5M | 1.6% | |
| Notes receivable from participants - | Other securities | — | — | $19.4M | 1.3% | |
| Fidelity Invesments Fidelity Freedom Index 2055 Prm Fund | Mutual Funds | — | — | $19.2M | 1.3% | |
| Fidelity Invesments Fidelity Freedom Index 2040 Prm Fund | Mutual Funds | — | — | $18.5M | 1.3% | |
| AT-T ROWE PRICE LG CP GR CL L ALTA TRUST COMPANY · EIN 87-2326243 / PN 001 | Common Collective Trust | — | — | $17.9M | 1.2% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURSNCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $15.7M | 1.1% | |
| Fidelity Invesments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $15.1M | 1.0% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURSNCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $13.9M | 0.9% | |
| Fidelity Invesments Fidelity Freedom Index 2025 Prm Fund | Mutual Funds | — | — | $13.3M | 0.9% | |
| Principal Life Insurance Company Guaranteed Option Fund | Common Stocks | — | — | $12.3M | 0.8% | |
| Fidelity Invesments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $11.4M | 0.8% | |
| Fidelity Invesments Fidelity Freedom Index 2060 Prm Fund | Mutual Funds | — | — | $10.6M | 0.7% | |
| Fidelity Invesments Fidelity International Index Fund | Common Collective Trusts | — | — | $8.3M | 0.6% | |
| Fidelity Invesments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $7.9M | 0.5% | |
| PRIN EQUITY INC FD TIER A-I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 85-0572066 / PN 001 | Common Collective Trust | — | — | $6.5M | 0.4% | |
| Oppenheimer Inv Discovery R6 Fund | Mutual Funds | — | — | $5.5M | 0.4% | |
| Fidelity Invesments Fidelity Freedom Index 2065 Prm Fund | Mutual Funds | — | — | $5.4M | 0.4% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $5.3M | 0.4% | |
| Charles Schwab PRCA brokerage accounts | Self-Directed Brokerage | — | — | $3.4M | 0.2% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $3.1M | 0.2% | |
| JOHN HANCOCK CR PL FX IN TR I2 JOHN HANCOCK TRUST COMPANY · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $2.5M | 0.2% | |
| PRIN DIV INTL EQ FD TIER AI PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6746540 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.2% | |
| Fidelity Invesments Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $2.0M | 0.1% | |
| Fidelity Invesments Fidelity Freedom Index 2015 Prm Fund | Mutual Funds | — | — | $1.5M | 0.1% | |
| Fidelity Invesments Fidelity Freedom Index Inc. Prm Fund | Mutual Funds | — | — | $1.5M | 0.1% | |
| T. ROWE PRICE SV COM TR N FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.4M | <0.1% | |
| JPMorgan CB Stable Asset Income Fund | Other securities | — | — | $1.0M | <0.1% | |
| JPMCB STABLE ASSET INC CF-30 JP MORGAN CHASE BANK, N.A. · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $963K | <0.1% | |
| COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $953K | <0.1% | |
| Fidelity Invesments Fidelity Freedom Index 2020 Prm Fund | Mutual Funds | — | — | $920K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $794K | <0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $758K | <0.1% | |
| Principal Life Insurance Company U.S. Property Z Fund | Common Stocks | — | — | $747K | <0.1% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $276K | <0.1% | |
| Reliance Trust Company Metlife SV 25053 CL 15 Fund | Common Stocks | — | — | $207K | <0.1% | |
| Fidelity Invesments Fidelity Freedom Index 2010 Prm Fund | Mutual Funds | — | — | $193K | <0.1% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option Fund | Common Stocks | — | — | $76K | <0.1% | |
| Reliance Trust Company Metlife SV 25053 CL 0 Fund | Common Stocks | — | — | $69K | <0.1% | |
| Principal Life Insurance Company U.S. Property SA-I3 Fund | Common Stocks | — | — | $11K | <0.1% |
