Plan Professionals, LLC (EIN 85-3213245) has filed 19 Form 5500 plans with the U.S. Department of Labor, covering $4.1B in plan assets and 204,396 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Successwise Pooled Employer Plan | 314 | 69,288 | $1.5B |
| Buildwise | 333 | 13,824 | $650.2M |
| AGC Select 401(k) PEP | 002 | 15,566 | $610.5M |
| Isolved 401-K Plan | 310 | 47,479 | $465.7M |
| Open PEP | 301 | 18,762 | $355.0M |
| Open PEP 2 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
85-3213245 is the Employer Identification Number (EIN) Plan Professionals, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New Jersey EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| 320 |
| 3,035 |
| $144.8M |
| Accruewise PEP | 334 | 5,120 | $129.1M |
| PEP Smart National Pooled Employer Plan | 003 | 2,884 | $62.6M |
| Retirement PATH Pooled Employer Plan | 304 | 783 | $56.0M |
| The Argent Wealth PEP | 325 | 1,752 | $52.3M |
| Your 401(k) Plan | 305 | 7,922 | $46.1M |
| Ezchoice 401(k) Pooled Employer Plan | 306 | 898 | $39.9M |
| America's Healthcare Employee Retirement PEP | 308 | 6,398 | $19.1M |
| Premier 401(k) Pooled Employer Plan | 311 | 5,269 | $16.6M |
| Total Retirement Solutions Pooled Employer Plan | 315 | 268 | $0 |
| Catalyst 401(k) PEP | 330 | 482 | $0 |
| Employer Flexible 401(k) PEP | 313 | 161 | $0 |
| Liberty Retirement Pooled Employer Plan | 303 | 214 | $0 |
| NPPG Retirement Select 100+PEP | 322 | 4,291 | $0 |
