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 RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $1.0M | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $97.0M | 14.9% | |
| AMERICAN CENTURY ONE CH TGT DT 2040 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $61.4M | 9.4% | |
| AMERICAN CENTURY ONE CH TGT DT 2035 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $61.3M | 9.4% | |
| AMERICAN CENTURY ONE CH TGT DT 2030 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $55.1M | 8.5% | |
| AMERICAN CENTURY ONE CH TGT DT 2045 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $52.8M | 8.1% | |
| AMERICAN CENTURY ONE CH TGT DT 2050 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $45.9M | 7.1% | |
| AMERICAN CENTURY ONE CH TGT DT 2055 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $35.5M | 5.5% | |
| T. ROWE PRICE LARGE CAP GROWTH TRUS T. ROWE PRICE · EIN 87-2326243 / PN 001 | Common Collective Trust | — | — | $28.8M | 4.4% | |
| AMERICAN CENTURY ONE CH TGT DT 2025 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $26.2M | 4.0% | |
| Transamerica Financial Life * Stable Value Strategy Account | Stable Value | — | — | $25.8M | 4.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $23.4M | 3.6% | |
| AMERICAN CENTURY ONE CH TGT DT 2060 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $20.7M | 3.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $18.5M | 2.8% | |
| PRINCIPAL CIT EQUITY INCOME A-I PRINCIPAL · EIN 85-0572066 / PN 001 | Common Collective Trust | — | — | $12.2M | 1.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $12.0M | 1.8% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $11.7M | 1.8% | |
| AMERICAN CENTURY IN RET TR CLASS XI AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $11.3M | 1.7% | |
| Invesco Discovery Fund | Mutual Funds | — | — | $8.3M | 1.3% | |
| Notes receivable from participants - 10.00%, various maturities. | Bonds / Notes | — | — | $6.8M | 1.0% | |
| AMERICAN CENTURY ONE CH TGT DT 2065 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $6.4M | 1.0% | |
| WILMINGTON TR FRANKLIN SM CP VAL CL WILMINGTON TRUST · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $5.7M | 0.9% | |
| JHANCOCK CORE PLUS FIXED INCOME TRU JOHN HANCOCK · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $5.1M | 0.8% | |
| PRINCIPAL CIT DIVERSIFIED INTERNATI PRINCIPAL · EIN 26-6746540 / PN 001 | Common Collective Trust | — | — | $4.4M | 0.7% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $4.3M | 0.7% | |
| COHEN & STEERS U.S. REALTY CLASS RS SEI · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $2.3M | 0.4% | |
| Charles Schwab Trust Bank Personal Choice Brokerage Account | Self-Directed Brokerage | — | — | $804K | 0.1% | |
| COLUMBIA TR EMERG MKT EQ FD FOUNDER COLUMBIA · EIN 85-2903213 / PN 170 | 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.
| PLAN PROFESSIONALS DBA NPPG PLAN PR |
| 85-3213245 |
| — |
| RECORDKEEPER |
| $407K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 | — | INVESTMENT ADVISORY - PLA | $463K | — |
| MMA SECURITIES | 22-3570392 | — | INVESTMENT ADVISORY- PLAN | $42K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | INVESTMENT ADVISORY - PLA | $37K | — |
| OSAIC WEALTH, INC | 93-0987273 | — | INVESTMENT ADVISORY - PLA | $20K | — |
| RBC CAPITAL MARKETS LLC | 41-1416330 | — | INVESTMENT ADVISORY - PLA | $15K | — |
| NFP RETIREMENT INC | 33-0905143 | — | INVESTMET ADVISORY - PLAN | $14K | — |
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INV. ADVISORY - PLAN | $13K | — |
| WELLS FARGO ADVISORS LLC | 34-1542819 | — | INVESTMENT ADVISORY - PLA | $11K | — |
| CYNDEO WEALTH PARTNERS | 85-1413466 | — | INVESTMENT ADVISORY-PLAN | $9K | — |
| PRINCIPAL SECURITIES, INC. | 42-0941553 | — | INVESTMENT ADVISORY - PLA | $3K | — |
| WOODBURY FINANCIAL SERVICES INC | 41-0944586 | — | INVESTMENT ADVISORY - PLA | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | SECURITIES BROKERAGE | $662 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUBIN BROWN LLP | 43-0765316 | — | AUDIT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SERVANT SPIRIT SERVICES LLC | 93-4904307 | — | OTHER | $43K | — |
| 360 PAYROLL INTEGRATION | 83-3880266 | — | OTHER SERVICES | $23K | — |
| STEWARD PARTNERS INVESTMENT SOLUTIO | 93-0125240 | — | CONSULTING | $7K | — |
