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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $512K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NPPG PLAN PROFESSIONALS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $132.8M | 91.7% | |
| Lincoln YourPath Active 2035 Mod Fund | Other securities | — | — | $19.0M | 13.1% | |
| Lincoln YourPath Active 2040 Mod Fund | Other securities | — | — | $14.2M | 9.8% | |
| Lincoln YourPath Active 2030 Mod Fund | Other securities | — | — | $13.9M | 9.6% | |
| Lincoln YourPath Active 2025 Mod Fund | Other securities | — | — | $12.0M | 8.3% | |
| Lincoln YourPath Active 2045 Mod Fund | Other securities | — | — | $11.3M | 7.8% | |
| Lincoln YourPath Active 2050 Mod Fund | Other securities | — | — | $9.1M | 6.3% | |
| Lincoln YourPath Active 2055 Mod Fund | Other securities | — | — | $7.9M | 5.5% | |
| Lincoln YourPath Active 2020 Mod Fund | Other securities | — | — | $7.3M | 5.1% | |
| Lincoln Fidelity 500 Index Fund SAWQ | Common Collective Trusts | — | — | $7.1M | 4.9% | |
| Lincoln National Life Insurance * Guaranteed Stable Value | Stable Value | — | — | $6.7M | 4.6% | |
| Lincoln YourPath Active 2065 Mod Fund | Other securities | — | — | $4.5M | 3.1% | |
| Lincoln YourPath Active 2060 Mod Fund | Other securities | — | — | $4.1M | 2.9% | |
| Lincoln MFS Growth Fund | Mutual Funds | — | — | $3.6M | 2.5% | |
| Fidelity Brokerage Services, LLC Brokerage-link | Mutual Funds | — | — | $2.3M | 1.6% | |
| Lincoln Vanguard Value Index Adml Fund | Mutual Funds | — | — | $1.9M | 1.3% | |
| Lincoln YourPath Active 2040 Agg Fund | Other securities | — | — | $1.6M | 1.1% | |
| Notes receivable from participants - 9.50%, various maturities. | Bonds / Notes | — | — | $1.6M | 1.1% | |
| Lincoln PIMCO Inc Instl Fund | Mutual Funds | — | — | $1.3M | 0.9% | |
| Lincoln Vanguard Div Growth Inv Fund | Mutual Funds | — | — | $1.2M | 0.9% | |
| Lincoln MFS MidCap Growth Fund | Mutual Funds | — | — | $1.1M | 0.8% | |
| Lincoln Baird Aggregate Bond Inst Fund | Other securities | — | — | $1.1M | 0.7% | |
| Lincoln Baird Ultra Shrt Bnd Inst Fund | Other securities | — | — | $1.0M | 0.7% | |
| Lincoln MFS International Equity Fund | Mutual Funds | — | — | $798K | 0.6% | |
| Lincoln DFA Int Val Port Instl Fund | Mutual Funds | — | — | $782K | 0.5% | |
| Lincoln YourPath Active 2015 Mod Fund | Other securities | — | — | $762K | 0.5% | |
| Lincoln YourPath Active 2030 Agg Fund | Other securities | — | — | $673K | 0.5% | |
| Lincoln American Funds Perspective Fund | Mutual Funds | — | — | $647K | 0.4% | |
| Lincoln Amer Cent Mid Cap VL Fund | Other securities | — | — | $635K | 0.4% | |
| Lincoln YourPath Active Rinc Mod Fund | Other securities | — | — | $583K | 0.4% | |
| Lincoln SS Rsl Sml Cap Grw NL Fund | Other securities | — | — | $576K | 0.4% | |
| Lincoln American Funds AmerBal Fund | Mutual Funds | — | — | $473K | 0.3% | |
| Lincoln AmerFunds EuroPac Growth Fund | Other securities | — | — | $471K | 0.3% | |
| Lincoln YourPath Active 2010 Con Fund | Other securities | — | — | $400K | 0.3% | |
| Lincoln DFA US Sm Cp Val Prt Inst Fund | Mutual Funds | — | — | $307K | 0.2% | |
| Lincoln YourPath Active 2030 Con Fund | Other securities | — | — | $303K | 0.2% | |
| Lincoln Vanguard High Yield Corp Admrl Fund | Mutual Funds | — | — | $273K | 0.2% | |
| Lincoln American Funds New World Fund | Mutual Funds | — | — | $256K | 0.2% | |
| Lincoln Vanguard Inflation Protected Sec Fund | Mutual Funds | — | — | $237K | 0.2% | |
| Lincoln YourPath Active 2035 Con Fund | Other securities | — | — | $204K | 0.1% | |
| Lincoln YourPath Active 2065 Agg Fund | Other securities | — | — | $196K | 0.1% | |
| Lincoln DFA Real Est Sec Ptf Inst Fund | Mutual Funds | — | — | $138K | <0.1% | |
| Lincoln YourPath Active 2050 Agg Fund | Other securities | — | — | $135K | <0.1% | |
| Lincoln PIMCO Intl Bond Admin Fund | Mutual Funds | — | — | $123K | <0.1% | |
| Lincoln YourPath Active 2055 Agg Fund | Other securities | — | — | $109K | <0.1% | |
| Lincoln YourPath Active 2025 Con Fund | Other securities | — | — | $101K | <0.1% | |
| Lincoln YourPath Active 2020 Con Fund | Other securities | — | — | $91K | <0.1% | |
| Lincoln YourPath Active 2055 Con Fund | Other securities | — | — | $68K | <0.1% | |
| Lincoln YourPath Active 2045 Agg Fund | Other securities | — | — | $31K | <0.1% | |
| Lincoln YourPath Active 2060 agg Fund | Other securities | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SHREWSBURY, NJ |
| TPA |
| $103K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | SERVICE PROVIDER | $52K | — |
| WILKERSON ADVISORY GROUP LLC | — | COLUMBIA, MO | SERVICE PROVIDER | $42K | — |
| COMMONWEALTH FINANCIAL ROBERT HOLLY | 04-2675571 | — | SERVICE PROVIDER | $30K | — |
| OSAIC WEALTH INC - ACH | — | LOS ANGELES, CA | SERVICE PROVIDER | $16K | — |
| FREEGULLIVER | — | NEW ORLEANS, LA | SERVICE PROVIDER | $16K | — |
| ELEMENT WEALTH LLC | — | RIDGELAND, MS | SERVICE PROVIDER | $9K | — |
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | SERVICE PROVIDER | $6K | — |
