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 SUITE 100, SHREWSBURY, NJ, 07705
  • Plan Type: 401(k)
  • Total Participants: 4,291
  • Total Assets: $4.7M

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.
20244,291$4.7M$138,907$716,006
20230$0$0$0

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