# Plan Professionals, LLC 401(k) Plan
Source: https://planprovider.pro/companies/plan-professionals-llc-401k-plan-333

> Plan Professionals, LLC's 401(k) plan: 13,824 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:** 13,824

- **Total Assets:** $650.2M

## 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|13,824|$650.2M|$29.7M|$60.0M|

| 2023|12,022|$599.7M|$31.3M|$59.5M|

| 2022|8,466|$351.7M|$18.0M|$31.4M|

## 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|$1,004,213|—|$1,004,213|

| CREATIVE PLANNING|INVESTMENT ADVISORY - PLA|$463,064|—|$463,064|

| PLAN PROFESSIONALS DBA NPPG PLAN PR|RECORDKEEPER|$407,135|—|$407,135|

| SERVANT SPIRIT SERVICES LLC|OTHER|$42,595|—|$42,595|

| MMA SECURITIES|INVESTMENT ADVISORY- PLAN|$42,031|—|$42,031|

| CREATIVE PLANNING LLC|INVESTMENT ADVISORY - PLA|$37,485|—|$37,485|

| 360 PAYROLL INTEGRATION|OTHER SERVICES|$22,805|—|$22,805|

| OSAIC WEALTH, INC|INVESTMENT ADVISORY - PLA|$19,870|—|$19,870|

| RBC CAPITAL MARKETS LLC|INVESTMENT ADVISORY - PLA|$15,283|—|$15,283|

| NFP RETIREMENT INC|INVESTMET ADVISORY - PLAN|$14,442|—|$14,442|

| LPL FINANCIAL CORPORATION|INV. ADVISORY - PLAN|$13,124|—|$13,124|

| WELLS FARGO ADVISORS LLC|INVESTMENT ADVISORY - PLA|$11,384|—|$11,384|

| CYNDEO WEALTH PARTNERS|INVESTMENT ADVISORY-PLAN|$9,121|—|$9,121|

| STEWARD PARTNERS INVESTMENT SOLUTIO|CONSULTING|$7,390|—|$7,390|

| RUBIN BROWN LLP|AUDIT|$5,026|—|$5,026|

| 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

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY - PLA

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — INVESTMENT ADVISORY- PLAN

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY - PLA

- [RBC CAPITAL MARKETS LLC](https://planprovider.pro/provider/royal-bank-of-canada) — INVESTMENT ADVISORY - PLA

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — INVESTMET ADVISORY - PLAN

- [RUBIN BROWN LLP](https://planprovider.pro/provider/rubinbrown-llp) — AUDIT

- [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:** $2,114,968

- **Estimated Expense Ratio:** 0.325% 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|$2,058,810|—|$2,058,810|—|—|

| 2023|$1,770,535|$1,770,535|—|—|—|

| 2022|$911,656|—|$889,671|—|—|

## Similar Plans

- [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-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

- [Plan Professionals, LLC](https://planprovider.pro/companies/plan-professionals-llc-plan-334) — 5,120 participants

- [Plan Professionals, LLC](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-322) — 4,291 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plan-professionals-llc-401k-plan-333)

© 2026 PlanProvider.Pro