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 | $317K | — |
| PLAN PROFESSIONALS, LLC D/B/A NPPG | 85-3213245 | — | RECORDKEEPERS | $103K | — |
| Name | EIN | Location | Relation |
|---|
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 Freedom Index 2035 Premier | Mutual Funds | — | — | $13.9M | 10.8% | |
| Fidelity Freedom Index 2045 Premier | Mutual Funds | — | — | $13.1M | 10.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $13.0M | 10.1% | |
| Fidelity Freedom Index 2030 Premier | Mutual Funds | — | — | $11.3M | 8.7% | |
| Fidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $10.3M | 8.0% | |
| Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $9.5M | 7.3% | |
| Fidelity Freedom Index 2040 Premier | Mutual Funds | — | — | $9.3M | 7.2% | |
| T. ROWE PRICE LARGE CAP GROWTH TRUS T. ROWE PRICE · EIN 87-2326243 / PN 001 | Common Collective Trust | — | — | $7.4M | 5.7% | |
| Transamerica Financial Life * Stable Value Strategy Account | Stable Value | — | — | $5.8M | 4.5% | |
| Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $4.9M | 3.8% | |
| Fidelity Freedom Index 2025 Premier | Mutual Funds | — | — | $4.3M | 3.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $3.9M | 3.0% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $3.7M | 2.9% | |
| Fidelity International Index | Mutual Funds | — | — | $3.7M | 2.8% | |
| Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $3.0M | 2.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $2.5M | 2.0% | |
| Fidelity Freedom Index Income Premier | Mutual Funds | — | — | $1.7M | 1.3% | |
| Notes receivable from participants - 9.50%, various maturities. | Bonds / Notes | — | — | $1.5M | 1.2% | |
| Fidelity Freedom Index 2020 Premier | Mutual Funds | — | — | $1.4M | 1.1% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $1.0M | 0.8% | |
| COHEN & STEERS U.S. REALTY CLASS BE SEI · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $835K | 0.6% | |
| Invesco Discovery Fund Class R6 | Mutual Funds | — | — | $626K | 0.5% | |
| JHANCOCK CORE PLUS FIXED INCOME TRU JOHN HANCOCK · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $621K | 0.5% | |
| WILMINGTON TR FRANKLIN SM CP VAL CL WILMINGTON TRUST · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $600K | 0.5% | |
| PRINCIPAL CIT EQUITY INCOME A-I PRINCIPAL · EIN 85-0572066 / PN 001 | Common Collective Trust | — | — | $593K | 0.5% | |
| PRINCIPAL CIT DIVERSIFIED INTERNATI PRINCIPAL · EIN 26-6746540 / PN 001 | Common Collective Trust | — | — | $212K | 0.2% | |
| Fidelity Freedom Index 2015 Premier | Mutual Funds | — | — | $103K | <0.1% | |
| Fidelity Freedom Index 2010 Premier | Mutual Funds | — | — | $32K | <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.
| Direct comp |
|---|
| Indirect comp |
|---|
| CREATIVE PLANNING | 84-4519624 | — | INVESTMENT ADVISORY - PLA | $192K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRAFT CPAS PLLC | 81-0672037 | — | AUDIT | $33K | — |
| PSK LLP | 75-1486711 | — | AUDIT | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SERVANT SPIRIT SERVICES LLC | 93-4904307 | — | OTHER | $11K | — |
| 360 PAYROLL INTEGRATION | 83-3880266 | — | OTHER SERVICES | $9K | — |
