# Plan Professionals, LLC DC Plan
Source: https://planprovider.pro/companies/plan-professionals-llc-plan-311

> Plan Professionals, LLC's DC plan: 5,269 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:** 5,269

- **Total Assets:** $16.6M

## 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|5,269|$16.6M|$975,572|$2.5M|

| 2023|2,144|$11.8M|$485,042|$1.2M|

| 2022|68|$1.2M|$38,597|$96,200|

## 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 RETIREMT SOLUTIONS, LL|RECORDKEEPER|$77,144|—|$77,144|

| PLAN PROFESSIONALS, LLC D/B/A NPPG|RECORDKEEPER|$76,390|—|$76,390|

| NPPG PLAN PROFESSIONALS|INVESTMENT ADVISORY - PLA|$13,879|—|$13,879|

| ONEDIGITAL INVESTMENT ADVISORS|INVESTMENT ADVISORY -PLAN|$6,990|—|$6,990|

| TEMPLETON & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMT SOLUTIONS, LL](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

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

- [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:** $174,403

- **Estimated Expense Ratio:** 1.049% 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|$175,728|$175,728|—|—|—|

| 2023|$663,492|—|$71,982|—|—|

| 2022|$2,912|—|$2,912|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plan-professionals-llc-plan-311)

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