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, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE FINANCIAL SERVICES, INC. | 59-2438373 | — | RECORDKEEPER | $55K | — |
| TRANSAMERICA FINANCIAL LIFE INS. CO | 36-6071399 | — | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct 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 LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 675 | Pooled Separate Account | — | — | $6.2M | 11.9% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 676 | Pooled Separate Account | — | — | $5.9M | 11.4% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 677 | Pooled Separate Account | — | — | $5.0M | 9.5% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 674 | Pooled Separate Account | — | — | $4.3M | 8.2% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 680 | Pooled Separate Account | — | — | $4.2M | 8.1% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 678 | Pooled Separate Account | — | — | $3.3M | 6.3% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 818 | Pooled Separate Account | — | — | $2.7M | 5.2% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 679 | Pooled Separate Account | — | — | $2.6M | 5.0% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 673 | Pooled Separate Account | — | — | $2.5M | 4.8% | |
| JPMORGAN LARGE CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $2.4M | 4.5% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $1.7M | 3.2% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $1.4M | 2.7% | |
| JPMORGAN U.S. EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 334 | Pooled Separate Account | — | — | $955K | 1.8% | |
| Transamerica Financial Life * Stable Value Core Account | Stable Value | — | — | $935K | 1.8% | |
| Notes receivable from participants - | Other securities | — | — | $809K | 1.5% | |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $733K | 1.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $471K | 0.9% | |
| AMERICAN FUND AMERICAN MUTUAL RET O TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 751 | Pooled Separate Account | — | — | $422K | 0.8% | |
| JPMORGAN EQUITY INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $412K | 0.8% | |
| VICTORY CORE PLUS INTERMEDIATE BOND TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 329 | Pooled Separate Account | — | — | $378K | 0.7% | |
| VICTORY NASDAQ 100 INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 473 | Pooled Separate Account | — | — | $377K | 0.7% | |
| MACQUARIE MID CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 515 | Pooled Separate Account | — | — | $352K | 0.7% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $339K | 0.6% | |
| PIMCO INCOME TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $288K | 0.6% | |
| VICTORY TRIVALENT INTERNATIONAL SMA TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 126 | Pooled Separate Account | — | — | $280K | 0.5% | |
| FEDERATED HERMES MDT SML CAP GR RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 762 | Pooled Separate Account | — | — | $267K | 0.5% | |
| ALLSPRING SPECIAL MID CAP VALUE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 745 | Pooled Separate Account | — | — | $261K | 0.5% | |
| FIDELITY ADVISOR FOCUS EMERGING MRK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 325 | Pooled Separate Account | — | — | $240K | 0.5% | |
| VICTORY RS GLOBAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 474 | Pooled Separate Account | — | — | $203K | 0.4% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $185K | 0.4% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 746 | Pooled Separate Account | — | — | $176K | 0.3% | |
| STATE STREET S&P MID CAP INDX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $167K | 0.3% | |
| VANGUARD SMALL-CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $136K | 0.3% | |
| AMER CENT INFLATION-ADJ BOND RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 262 | Pooled Separate Account | — | — | $131K | 0.3% | |
| FEDERATED HERMES INSTL HIGH YLD BD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 570 | Pooled Separate Account | — | — | $125K | 0.2% | |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $98K | 0.2% | |
| ALLSPRING PRECIOUS METALS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 272 | Pooled Separate Account | — | — | $95K | 0.2% | |
| VICTORY GOVERNMENT SECURITIES RET A TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 472 | Pooled Separate Account | — | — | $90K | 0.2% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 228 | Pooled Separate Account | — | — | $87K | 0.2% | |
| AB GLOBAL BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 711 | Pooled Separate Account | — | — | $85K | 0.2% | |
| INVESCO GLOBAL REAL ESTATE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 274 | Pooled Separate Account | — | — | $84K | 0.2% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $67K | 0.1% | |
| STATE STREET INSTL SMALL CAP EQUITY TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 765 | Pooled Separate Account | — | — | $67K | 0.1% | |
| INVESCO MAIN STREET MID CAP RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 098 | Pooled Separate Account | — | — | $66K | 0.1% | |
| PARAMETRIC INTERNATIONAL EQUITY RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 737 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO INTERNATIONAL SM-MID COMPAN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 736 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL TOTAL RETURN BOND RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 597 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| ARGENT WEALTH LLC | 85-3833814 | — | INVESTMENT ADVISORY - PLA | $139K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 3(16) FIDUCIARY SERVICES CORP | 45-4813650 | — | PLAN ADMINSTRATOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY, LLP | 14-1918990 | — | AUDIT | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SERVANT SPIRIT SERVICES LLC | 93-4904307 | — | OTHER | $34K | — |
