# Plan Professionals, LLC 401(k) Plan
Source: https://planprovider.pro/companies/plan-professionals-llc-401k-plan-305

> Plan Professionals, LLC's 401(k) plan: 7,922 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:** 7,922

- **Total Assets:** $46.1M

## 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|7,922|$46.1M|$1.6M|$7.8M|

| 2023|2,943|$34.8M|$2.3M|$7.7M|

| 2022|779|$9.9M|$443,200|$1.6M|

## 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|

| NFP RETIREMENT INC|SERVICE PROVIDER|$12,733|$106,815|$119,548|

| NPPG PLAN PROFESSIONALS|SERVICE PROVIDER|$41,120|—|$41,120|

| ACCELERATE INVESTMENT ADVISORS, LLC|SERVICE PROVIDER|—|$23,633|$23,633|

| FLEXPATH STRATEGIES, LLC|SERVICE PROVIDER|$6,077|—|$6,077|

| BD & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — SERVICE PROVIDER

- [ACCELERATE INVESTMENT ADVISORS, LLC](https://planprovider.pro/provider/accelerate-retirement) — SERVICE PROVIDER

- [BD & COMPANY](https://planprovider.pro/provider/greenspring-advisors) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $190,378

- **Estimated Expense Ratio:** 0.413% 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|$508,560|$508,560|—|—|—|

| 2023|$269,171|$269,171|—|—|—|

| 2022|$26,275|—|$26,275|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-305)

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