PLAN PROFESSIONALS, LLC 401(k) Plan
What public Form 5500 filings show about the PLAN PROFESSIONALS, LLC 401(k) plan — and how to find and check your own account.
The PLAN PROFESSIONALS, LLC 401(k) on its latest Form 5500
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.
Who runs the PLAN PROFESSIONALS, LLC 401(k)?
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, SERVANT SPIRIT SERVICES, LPL FINANCIAL, CREATIVE PLANNING, TRANSAMERICA FINANCIAL LIFE INSURAN.
How to check your PLAN PROFESSIONALS, LLC 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask PLAN PROFESSIONALS, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).