Timothy Hanlon signed Profile Plan LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Profile Plan LLC's EIN is 87-4119852.
Download the official 2024 Form 5500 (PDF) for Profile Plan LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Profile Plan 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Service Company Target Date Retirement 2035 Fund - Class R6 | Mutual Funds | — | — | $1.1M | 23.1% | |
| American Funds Service Company Target Date Retirement 2055 Fund - Class R6 | Mutual Funds | — | — | $652K | 13.9% | |
| American Funds Service Company Target Date Retirement 2050 Fund - Class R6 | Mutual Funds | — | — | $605K | 12.9% | |
| American Funds Service Company Target Date Retirement 2040 Fund - Class R6 | Mutual Funds | — | — | $562K | 12.0% | |
| American Funds Service Company Target Date Retirement 2060 Fund - Class R6 | Mutual Funds | — | — | $448K | 9.5% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $350K | 7.4% | |
| American Funds Service Company Target Date Retirement 2010 Fund - Class R6 ** 4 American Funds Service Company Target Date Retirement 2020 Fund - Class R6 | Mutual Funds | — | — | $188K | 4.0% | |
| American Funds Service Company Target Date Retirement 2045 Fund - Class R6 | Mutual Funds | — | — | $154K | 3.3% | |
| American Funds Service Company Target Date Retirement 2030 Fund - Class R6 | Mutual Funds | — | — | $120K | 2.6% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $99K | 2.1% | |
| LARGE CAP GRWTH FD III CL I1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $87K | 1.8% | |
| American Funds Service Company Target Date Retirement 2025 Fund - Class R6 | Mutual Funds | — | — | $79K | 1.7% | |
| State Street Bank and Trust Company All Cap Equity ex-US Index Secured Lending Fund II | Common Stocks | — | — | $57K | 1.2% | |
| SSGA GL AC EQ EXUS IDX SL II STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $57K | 1.2% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $57K | 1.2% | |
| Great Gray Trust Company EuroPacific Growth Trust - Class I1 | Common Stocks | — | — | $57K | 1.2% | |
| GREATGRAY EURO GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $57K | 1.2% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $55K | 1.2% | |
| PIMCO Funds Income Fund - Institutional Class | Mutual Funds | — | — | $16K | 0.3% | |
| Vanguard Group Intermediate-Term Treasury Fund - Admiral Class | Mutual Funds | — | — | $11K | 0.2% | |
| American Funds Service Company Target Date Retirement 2065 Fund - Class R6 | Mutual Funds | — | — | $11K | 0.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| PUTNAM LARGE CAP VALUE I TRUST PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $0 | <0.1% | |
| AB US LG CP GTH CIT W SER M GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | 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.
