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Original filing (PDF)20251015184919NAL0005660433001
PLAN PROFESSIONALS, LLC
Form 5500
FILING_RECEIVED
YOUR 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,922
Accounts w/ balance
2,849
Plan assets (EOY)
$46.1M
Net assets (EOY)
$46.1M
Plan health score (directional)
88
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (13 bps vs 29 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
305
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2W · Pooled employer plan (PEP)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BD & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NPPG PLAN PROFESSIONALS | 85-3213245 | — | SERVICE PROVIDER | $41K | — |
| NFP RETIREMENT INC | 33-0905143 | — | SERVICE PROVIDER | $13K | — |
| FLEXPATH STRATEGIES, LLC | 46-4782313 | — | SERVICE PROVIDER | $6K | — |
| ACCELERATE INVESTMENT ADVISORS, LLC | 92-2678185 | — | SERVICE PROVIDER | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.