# Plan Professionals, LLC 401(k) Plan
Source: https://planprovider.pro/companies/plan-professionals-llc-401k-plan-314

> Plan Professionals, LLC's 401(k) plan: 69,288 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:** 69,288

- **Total Assets:** $1.5B

## 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|69,288|$1.5B|$51.7M|$122.3M|

| 2023|13,917|$475.1M|$17.0M|$37.3M|

| 2022|0|$0|$0|$0|

## 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|

| PRINICIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$4,255,022|—|$4,255,022|

| NPPG PLAN PROFESSIONALS|CONTRACT ADMINISTRATOR|$407,865|$333,296|$741,161|

| CREATIVE PLANNING, LLC|PLAN ADMINISTATOR|$685,626|$9,393|$695,019|

| NPPG PLAN PROFESSIONALS|CONTRACT ADMINISTRATOR|$53,187|$519|$53,706|

| JONES & ROTH|ACCOUNTANT|$33,916|—|$33,916|

| TEMPLETON & COMPANY|Auditor|$27,864|—|$27,864|

| CREATIVE PLANNING, LLC|INV ADV, PARTICIPANTS|$19,499|$22|$19,521|

### Verified Provider Profiles

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

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — PLAN ADMINISTATOR

- [JONES & ROTH](https://planprovider.pro/provider/jones-and-roth-pc) — ACCOUNTANT

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

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — INV ADV, PARTICIPANTS

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,826,209

- **Estimated Expense Ratio:** 0.396% 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|$5,275,352|$127,340|$3,831,697|$27,864|—|

| 2023|$1,442,742|$1,442,742|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Plan Professionals, LLC](https://planprovider.pro/companies/plan-professionals-llc-plan-310) — 47,479 participants

- [Plan Professionals, LLC](https://planprovider.pro/companies/plan-professionals-llc-plan-301) — 18,762 participants

- [Plan Professionals, LLC](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-333) — 13,824 participants

- [Plan Professionals, LLC](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-305) — 7,922 participants

- [Plan Professionals, LLC](https://planprovider.pro/companies/plan-professionals-llc-plan-308) — 6,398 participants

- [Plan Professionals, LLC](https://planprovider.pro/companies/plan-professionals-llc-plan-311) — 5,269 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-314)

© 2026 PlanProvider.Pro