# Plan Professionals, LLC 401(k) Plan
Source: https://planprovider.pro/companies/plan-professionals-llc-401k-plan-306

> Plan Professionals, LLC's 401(k) plan: 898 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:** 898

- **Total Assets:** $39.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|898|$39.9M|$1.7M|$2.5M|

| 2023|93|$14.6M|$473,083|$583,114|

| 2022|92|$12.1M|$237,755|$430,087|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS,|RECORDKEEPER|$91,966|—|$91,966|

| PLAN PROFESSIONALS, LLC D/B/A NPPG|RECORDKEEPER|$17,711|—|$17,711|

| NPPG INVESTMENT SERVICES LLC|INVESTMENT ADVISORY - PLA|$7,854|—|$7,854|

| TEMPLETON & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS,](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [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:** $117,531

- **Estimated Expense Ratio:** 0.294% 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|$145,772|—|$145,772|—|—|

| 2023|$63,315|—|—|—|—|

| 2022|$564,953|—|$32,600|—|—|

## Similar Plans

- [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

- [Schiffli Embroidery Workers Pen.](https://planprovider.pro/companies/schiffli-embroidery-workers-pen-plan) — 638 participants

- [Plan Professionals, LLC](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-330) — 482 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-003) — 2,884 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-306)

© 2026 PlanProvider.Pro