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Original filing (PDF)20251015220325NAL0003038627001
PLAN PROFESSIONALS, LLC
Form 5500
FILING_RECEIVED
RETIREMENT PATH POOLED EMPLOYER PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
783
Accounts w/ balance
724
Plan assets (EOY)
$56.0M
Net assets (EOY)
$56.0M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLAN PROFESSIONALS, LLC.
Plan sponsor
Name
PLAN PROFESSIONALS, LLC
EIN
85-3213245
Address
494 SYCAMORE AVE. · SHREWSBURY, NJ · 07702
Phone
(732) 758-1577
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
304
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
2W · Pooled employer plan (PEP)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
TEMPLETON AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES, LLC | — | BETHLEHEM, PA | BROKER/DELAER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHEAST PROFESSIONAL PLANNING | — | SHREWSBURY, NJ | TPA | $0 | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | SERVICE PROVIDER | $22K | — |
| PLAN PROFESSIONAL, LLC | 85-3213245 | — | SERVICE PROVIDER | $12K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
| NPPG INVESTMENT SERVICES LLC | 32-0356844 | — | SERVICE PROVIDER | $0 | — |
| WORLD INVESTMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
39 direct securities· $55.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya MyCompass American Funds 2035 Fd R | — | — | — | $9.0M | 16.0% | |
| Voya MyCompass American Funds 2025 Fd R | — | — | — | $5.9M | 10.6% | |
| Voya MyCompass American Funds 2040 Fd R | — | — | — | $5.5M | 9.8% | |
| Voya MyCompass American Funds 2030 Fd R | — | — | — | $5.0M | 9.0% | |
| Voya MyCompass American Funds 2045 Fd R | — | — | — | $4.7M | 8.4% | |
| Voya MyCompass American Funds 2050 Fd R | — | — | — | $3.4M | 6.0% | |
| Vanguard Growth Index Admiral Fund | — | — | — | $2.2M | 3.9% | |
| BlackRock Equity Index Fund | — | — | — | $2.1M | 3.7% | |
| Voya MyCompass American Funds 2055 Fd R | — | — | — | $2.0M | 3.6% | |
| Voya Retirement Insurance * Voya Fixed Account | — | — | — | $2.0M | 3.5% | |
| Vanguard Value Index Admiral Fund | — | — | — | $1.6M | 2.9% | |
| T. Rowe Price Global Stock Fund | — | — | — | $1.4M | 2.5% | |
| JPMorgan US Equity Fund | — | — | — | $1.4M | 2.5% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $1.4M | 2.5% | |
| Voya MyCompass American Funds 2060 Fd R | — | — | — | $1.1M | 1.9% | |
| American Century Diversified Bond Fund | — | — | — | $1.0M | 1.8% | |
| Notes receivable from participants - | — | — | — | $849K | 1.5% | |
| American Century Strategic Allocation Moderate Fund | — | — | — | $754K | 1.3% | |
| Voya MyCompass American Funds 2015 Fd R | — | — | — | $556K | 1.0% | |
| Invesco Corporate Bond Fund | — | — | — | $532K | 1.0% | |
| SCB Fdmtl In Large Index Fund | — | — | — | $512K | 0.9% | |
| Fidelity Small Cap Ind Fund | — | — | — | $445K | 0.8% | |
| American Funds New World Fund | — | — | — | $406K | 0.7% | |
| Hartford International Stock Fund | — | — | — | $370K | 0.7% | |
| American Century Strategic Allocation Aggressive Fund | — | — | — | $321K | 0.6% | |
| Vanguard Mid-Cap Index Admiral Fund | — | — | — | $298K | 0.5% | |
| Vanguard Windsor II Admiral Fund | — | — | — | $258K | 0.5% | |
| BlackRock Strategic Global Bond Fund | — | — | — | $211K | 0.4% | |
| Voya MyCompass American Funds 2065 Fd R | — | — | — | $149K | 0.3% | |
| Loomis Sayles Inflation Protected Securities Fund | — | — | — | $138K | 0.2% | |
| American Century Small Cap Value Fund | — | — | — | $113K | 0.2% | |
| Voya Government Money Market Fund A | — | — | — | $91K | 0.2% | |
| American Century Short Duration Fund | — | — | — | $88K | 0.2% | |
| DFA US Vector Equity Port Ins Fund | — | — | — | $87K | 0.2% | |
| Macquarie Mid Cap Growth Fund | — | — | — | $41K | <0.1% | |
| Alliance Bernstein Small Cap Grw Port Z Fund | — | — | — | $34K | <0.1% | |
| Voya MyCompass American Funds 2020 Fd R | — | — | — | $16K | <0.1% | |
| American Century Strategic Allocation Conservative Fund | — | — | — | $9K | <0.1% | |
| Voya MyCompass American Funds 2010 Fd R | — | — | — | $3K | <0.1% |