What public Form 5500 filings show about the Plan Professionals, LLC 401(k) plan — and how to find and check your own account.
Plan Professionals, LLC (EIN 85-3213245) reports SUCCESSWISE POOLED EMPLOYER PLAN on its most recent Form 5500, with $4.1B in plan assets across 204,396 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Plan Professionals, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Plan Professionals, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NPPG PLAN PROFESSIONALS, PLAN PROFESSIONALS D/B/A NPPG, LPL FINANCIAL, SERVANT SPIRIT SERVICES, CREATIVE PLANNING, TRANSAMERICA FINANCIAL LIFE INSURAN.
