# Plan Professionals, LLC 401(k) Plan
Source: https://planprovider.pro/companies/plan-professionals-llc-401k-plan-003

> Plan Professionals, LLC's 401(k) plan: 2,884 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Plan Professionals, LLC

- **Sponsor EIN:** 853213245

- **Sponsor Address:** 494 SYCAMORE AVE., SHREWSBURY, NJ, 07702

- **Plan Type:** 401(k)

- **Total Participants:** 2,884

- **Total Assets:** $62.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,884|$62.6M|$2.0M|$5.9M|

| 2023|3,739|$55.3M|$1.9M|$4.9M|

| 2022|2,029|$38.1M|$1.4M|$2.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PLAN PROFESSIONALS LLC DBA NPPG|CONTRACT ADMIN|$214,457|—|$214,457|

| WORLD INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$129,913|—|$129,913|

| EMPOWER ADVISORY GROUP LLC|INESTMENT MGMT|$20,134|—|$20,134|

| NATIONAL PROF. PLANNING GROUP|CONTRACT ADMIN|$19,202|—|$19,202|

| EMPOWER LIFE & ANNUITY INSURANCE CO|RECORDKEEPER|$6,480|—|$6,480|

| TEMPLETON & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TEMPLETON & COMPANY](https://planprovider.pro/provider/templeton-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $390,186

- **Estimated Expense Ratio:** 0.624% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$595,158|—|$387,510|—|—|

| 2023|$278,349|—|$278,349|—|—|

| 2022|$102,507|—|$102,507|—|—|

## Similar Plans

- [Plan Professionals LLC](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-320) — 3,035 participants

- [The Millennium Group, INC.](https://planprovider.pro/companies/the-millennium-group-inc-401k-plan) — 1,511 participants

- [Plan Professionals, LLC](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-322) — 4,291 participants

- [Plan Professionals, LLC](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-306) — 898 participants

- [Bay Ridge Automotive Management Corp.](https://planprovider.pro/companies/bay-ridge-automotive-management-corp-401k-plan) — 854 participants

- [Plan Professionals, LLC](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-304) — 783 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-003)

© 2026 PlanProvider.Pro