# Plan Professionals, LLC 401(k) Plan
Source: https://planprovider.pro/companies/plan-professionals-llc-401k-plan-304

> Plan Professionals, LLC's 401(k) plan: 783 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:** 783

- **Total Assets:** $56.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|783|$56.0M|$953,610|$3.6M|

| 2023|844|$40.3M|$931,973|$3.3M|

| 2022|461|$34.5M|$122,852|$786,778|

## 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|

| NORTHEAST PROFESSIONAL PLANNING|TPA|—|$374,653|$374,653|

| NPPG INVESTMENT SERVICES LLC|SERVICE PROVIDER|—|$54,076|$54,076|

| PLAN PROFESSIONAL, LLC|SERVICE PROVIDER|$12,375|$11,781|$24,156|

| LPL FINANCIAL|SERVICE PROVIDER|$21,927|—|$21,927|

| WORLD INVESTMENT ADVISORS, LLC|SERVICE PROVIDER|—|$14,548|$14,548|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$9,246|—|$9,246|

| PARK AVENUE SECURITIES, LLC|BROKER/DELAER|—|$6,290|$6,290|

| TEMPLETON AND COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TEMPLETON AND 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:** $504,896

- **Estimated Expense Ratio:** 0.902% 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|$247,725|$247,725|—|—|—|

| 2023|$193,089|—|$193,089|—|—|

| 2022|$25,760|—|$25,760|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-304)

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