# Plan Professionals, LLC 401(k) Plan
Source: https://planprovider.pro/companies/plan-professionals-llc-plan-301

> Plan Professionals, LLC's 401(k) plan: 18,762 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:** 18,762

- **Total Assets:** $355.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|18,762|$355.0M|$11.3M|$30.8M|

| 2023|15,836|$268.7M|$6.7M|$14.9M|

| 2022|8,504|$70.4M|$1.3M|$1.8M|

## 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|$1,921,572|—|$1,921,572|

| NPPG PLAN PROFESSIONALS|SERVICE PROVIDER|$502,982|—|$502,982|

| TEMPLETON & COMPANY|Auditor|$143,365|—|$143,365|

| STADION MONEY MANAGEMENT|SERVICE PROVIDER|$65,700|—|$65,700|

| CARSON WALTH-DEDUCT/RYAN WITTMAN|SERVICE PROVIDER|$32,833|—|$32,833|

| IHT WEALTH MANAGEMENT/PAUL ETRA/RAN|SERVICE PROVIDER|$28,894|—|$28,894|

| HAYS FINANCIAL GROUP (ACH)/BRIAN WH|SERVICE PROVIDER|$27,684|—|$27,684|

| COMMONWEALTH FINANCIAL NETWORK|SERVICE PROVIDER|$24,032|—|$24,032|

| HILLS, RENAUT, HOMEN & HUGHES|SERVICE PROVIDER|$21,061|—|$21,061|

| LPL FINANCIAL RP-RPCP|SERVICE PROVIDER|$20,000|—|$20,000|

| ELEMENT WEALTH LLC|SERVICE PROVIDER|$16,676|—|$16,676|

| CETERA INVESTMENT ADVISORS, LLC|SERVICE PROVIDER|$15,764|—|$15,764|

| PACETPA|SERVICE PROVIDER|$14,068|—|$14,068|

| EQUITABLE ADVISORS LLC|SERVICE PROVIDER|$13,573|—|$13,573|

| MML INVESTORS SERVICES, LLC|SERVICE PROVIDER|$12,861|—|$12,861|

| GALLAGHER FIDUCUIARY ADVISORS|SERVICE PROVIDER|$12,006|—|$12,006|

| PFG ADVISORS|SERVICE PROVIDER|$10,984|—|$10,984|

| OLD PORT ADVISORS/TRACY ROGERS|SERVICE PROVIDER|$10,079|—|$10,079|

| VANCE GRAY WEALTH MANAGEMENT INC|SERVICE PROVIDER|$9,761|—|$9,761|

| COMMONWEALTH-BILLED/NATHAN ROGERO|SERVICE PROVIDER|$8,597|—|$8,597|

| WELLS FARGO ADVISORS|SERVICE PROVIDER|$7,979|—|$7,979|

| MMA SECURITIES LLC (CHECK)/RYAN ROE|SERVICE PROVIDER|$7,596|—|$7,596|

| STIFEL ADVISORY /RUSSELL DIBENEDETT|SERVICE PROVIDER|$6,556|—|$6,556|

### 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

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

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

- [MML INVESTORS SERVICES, LLC](https://planprovider.pro/provider/mml-investors-services-llc) — SERVICE PROVIDER

- [PFG ADVISORS](https://planprovider.pro/provider/pfg-advisors) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,934,623

- **Estimated Expense Ratio:** 0.827% 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|$2,773,159|—|$2,573,280|$143,365|—|

| 2023|$1,146,921|$28,275|$1,067,627|$51,019|—|

| 2022|$169,433|$169,433|—|—|—|

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