# Plan Professionals, LLC DC Plan
Source: https://planprovider.pro/companies/plan-professionals-llc-plan-308

> Plan Professionals, LLC's DC plan: 6,398 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:** DC

- **Total Participants:** 6,398

- **Total Assets:** $19.1M

## 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|6,398|$19.1M|$128,663|$2.3M|

| 2023|883|$17.1M|$0|$589,685|

| 2022|899|$181,159|$50|$68,219|

## 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 FINANCIAL LIFE INSURAN|RECORDKEEPER|$120,119|—|$120,119|

| 360 PAYROLL INTEGRATIONS CORP|CONSULTING|$52,814|—|$52,814|

| PLAN PROFESSIONALS D/B/A NPPG PLAN|RECORDKEEPER|$50,904|—|$50,904|

| SERVANT SPIRIT SERVICES|OTHER|$42,404|—|$42,404|

| TEMPLETON & COMPANY LLP|AUDIT|$16,000|—|$16,000|

| TEMPLETON & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INSURAN](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [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:** $282,241

- **Estimated Expense Ratio:** 1.481% 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|$429,714|—|$291,624|—|—|

| 2023|$1,871,247|—|$121,389|—|—|

| 2022|$2,753|—|$2,753|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plan-professionals-llc-plan-308)

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