# Plan Professionals, LLC 401(k) Plan
Source: https://planprovider.pro/companies/plan-professionals-llc-plan-310

> Plan Professionals, LLC's 401(k) plan: 47,479 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:** 47,479

- **Total Assets:** $465.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|47,479|$465.7M|$23.5M|$65.8M|

| 2023|49,804|$307.7M|$16.4M|$42.1M|

| 2022|20,084|$162.1M|$6.8M|$15.8M|

## 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|

| TRANSAMERICA FINANCIAL LIFE INSURAN|RECORDKEEPER|$1,883,370|—|$1,883,370|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY - PLA|$385,814|—|$385,814|

| ONEDIGITAL INVESTMENT ADVISORS|INVESTMENT ADVISORY - PLA|$378,593|—|$378,593|

| PLAN PROFESSIONALS, LLC D/B/A NPPG|RECORDKEEPER|$323,543|—|$323,543|

| OSAIC WEALTH, INC|INVESTMENT ADVISORY-PLAN|$147,665|—|$147,665|

| MORGAN STANLEY SMITH BARNEY LLC (MS|INVESTMENT ADVISORY - PLA|$143,647|—|$143,647|

| WOODBURY FINANCIAL SERVICES, INC.|INVESTMENT ADVISORY - PLA|$12,319|—|$12,319|

| AMERIPRISE FINANCIAL SERVICES INC|INVESTMENT ADVISORY - PLA|$10,884|—|$10,884|

| 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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY - PLA

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — INVESTMENT ADVISORY - PLA

- [OSAIC WEALTH, INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — INVESTMENT ADVISORY-PLAN

- [MORGAN STANLEY SMITH BARNEY LLC (MS](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISORY - PLA

- [AMERIPRISE FINANCIAL SERVICES INC](https://planprovider.pro/provider/ameriprise-financial-services-llc) — INVESTMENT ADVISORY - PLA

- [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:** $3,285,835

- **Estimated Expense Ratio:** 0.706% 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|$3,233,077|—|$3,233,077|—|—|

| 2023|$1,863,926|—|$1,863,926|—|—|

| 2022|$663,087|—|$663,087|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plan-professionals-llc-plan-310)

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