# Plan Professionals, LLC DC Plan
Source: https://planprovider.pro/companies/plan-professionals-llc-plan-334

> Plan Professionals, LLC's DC plan: 5,120 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:** 5,120

- **Total Assets:** $129.1M

## 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|5,120|$129.1M|$14.9M|$44.1M|

| 2023|6,543|$566.7M|$21.1M|$61.3M|

| 2022|668|$41.4M|$3.0M|$3.9M|

## 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|$316,662|—|$316,662|

| CREATIVE PLANNING|INVESTMENT ADVISORY - PLA|$191,626|—|$191,626|

| PLAN PROFESSIONALS, LLC D/B/A NPPG|RECORDKEEPERS|$102,861|—|$102,861|

| KRAFT CPAS PLLC|AUDIT|$32,538|—|$32,538|

| PSK LLP|AUDIT|$13,500|—|$13,500|

| SERVANT SPIRIT SERVICES LLC|OTHER|$11,442|—|$11,442|

| 360 PAYROLL INTEGRATION|OTHER SERVICES|$8,936|—|$8,936|

| 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

- [PSK LLP](https://planprovider.pro/provider/psk-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:** $677,565

- **Estimated Expense Ratio:** 0.525% 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|$601,482|—|$601,482|—|—|

| 2023|$596,901|—|$596,901|—|—|

| 2022|$124,771|$124,771|—|—|—|

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