Plan Professionals LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Plan Professionals LLC
  • Sponsor EIN: 853213245
  • Sponsor Address: 494 SYCAMORE AVENUE, SHREWSBURY, NJ, 07702
  • Plan Type: 401(k)
  • Total Participants: 268
  • Total Assets: $4.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024268$4.9M$270,581$564,698
2023204$959,022$30,865$79,101

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