# Plan Professionals LLC 401(k) Plan
Source: https://planprovider.pro/companies/plan-professionals-llc-401k-plan-320

> Plan Professionals LLC's 401(k) plan: 3,035 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 AVENUE, SHREWSBURY, NJ, 07702

- **Plan Type:** 401(k)

- **Total Participants:** 3,035

- **Total Assets:** $144.8M

## 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|3,035|$144.8M|$4.4M|$9.7M|

| 2023|1,592|$79.6M|$485,745|$876,695|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$511,710|—|$511,710|

| NPPG PLAN PROFESSIONALS LLC|TPA|$102,992|—|$102,992|

| COMMONWEALTH FINANCIAL NETWORK|SERVICE PROVIDER|$52,287|—|$52,287|

| TEMPLETON & COMPANY|Auditor|$46,966|—|$46,966|

| WILKERSON ADVISORY GROUP LLC|SERVICE PROVIDER|$42,117|—|$42,117|

| COMMONWEALTH FINANCIAL ROBERT HOLLY|SERVICE PROVIDER|$30,204|—|$30,204|

| OSAIC WEALTH INC - ACH|SERVICE PROVIDER|$15,694|—|$15,694|

| FREEGULLIVER|SERVICE PROVIDER|$15,521|—|$15,521|

| ELEMENT WEALTH LLC|SERVICE PROVIDER|$9,397|—|$9,397|

| KESTRA ADVISORY SERVICES LLC|SERVICE PROVIDER|$6,358|—|$6,358|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — SERVICE PROVIDER

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

- [COMMONWEALTH FINANCIAL ROBERT HOLLY](https://planprovider.pro/provider/commonwealth-financial-network) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $833,246

- **Estimated Expense Ratio:** 0.575% 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|$710,548|$574,808|$88,774|$46,966|—|

| 2023|$30,946|—|$30,946|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-320)

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