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Original filing (PDF)20251015133924NAL0002503699001
PLAN PROFESSIONALS, LLC
Form 5500
FILING_RECEIVED
EZCHOICE 401(K) POOLED EMPLOYER PLAN
401(k) retirement plan
Active participants
898
Accounts w/ balance
945
Plan assets (EOY)
$39.9M
Net assets (EOY)
$39.9M
How this plan invests
This plan
11 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
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
306
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2W · Pooled employer plan (PEP)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $92K | — |
| PLAN PROFESSIONALS, LLC D/B/A NPPG | 85-3213245 | — | RECORDKEEPER | $18K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NPPG INVESTMENT SERVICES LLC | 32-0356844 | — | INVESTMENT ADVISORY - PLA | $8K | — |
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY - PLA | $1 | — |
Investments
35 direct securities · 11 pooled funds· $57.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$36.2M
35 holdings
Common Collective Trust
$21.4M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Vanguard Large Cap Index Adm | — | — | — | $4.2M | 10.5% | |
| Transamerica LifeGoal (SM) 2035 Fund | — | — | — | $4.1M | 10.3% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784259 / PN 001 | Common Collective Trust | — | — | $4.1M | 10.3% | |
| Transamerica LifeGoal (SM) 2040 Fund | — | — | — | $3.5M | 8.7% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784260 / PN 001 | Common Collective Trust | — | — | $3.5M | 8.7% | |
| Transamerica Vanguard FTSE All-World ex-US Index Admiral | — | — | — | $2.5M | 6.4% | |
| Transamerica LifeGoal (SM) 2045 Fund | — | — | — | $2.4M | 6.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784261 / PN 001 | Common Collective Trust | — | — | $2.4M | 6.1% | |
| STATE STREET NASDAQ 100 INDEX NL CL STATE STREET · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $2.4M | 6.1% | |
| Transamerica LifeGoal (SM) 2030 Fund | — | — | — | $2.0M | 5.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784258 / PN 001 | Common Collective Trust | — | — | $2.0M | 5.1% | |
| Transamerica LifeGoal (SM) 2050 Fund | — | — | — | $2.0M | 4.9% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784262 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.9% | |
| Transamerica LifeGoal (SM) Retirement Fund | — | — | — | $1.9M | 4.7% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.9M | 4.7% | |
| Transamerica Fidelity Mid Cap Index | — | — | — | $1.8M | 4.5% | |
| Transamerica American Century Strat Allocation: Mod R6 | — | — | — | $1.7M | 4.1% | |
| Transamerica LifeGoal (SM) 2055 Fund | — | — | — | $1.3M | 3.2% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784263 / PN 001 | Common Collective Trust | — | — | $1.3M | 3.2% | |
| Transamerica LifeGoal (SM) 2060 Fund | — | — | — | $1.2M | 3.1% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784264 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.1% | |
| Transamerica JP Morgan Large Cap Growth R6 | — | — | — | $1.0M | 2.6% | |
| Transamerica Fidelity Small Cap Index | — | — | — | $827K | 2.1% | |
| Transamerica American Funds Bond Fund of America R6 | — | — | — | $690K | 1.7% | |
| Transamerica Financial Life | — | — | — | $651K | 1.6% | |
| Transamerica Vanguard Value Index Adm | — | — | — | $624K | 1.6% | |
| Transamerica Vanguard Windsor II Adm | — | — | — | $549K | 1.4% | |
| Transamerica American Funds Inflation Linked Bond R-6 | — | — | — | $431K | 1.1% | |
| Transamerica LifeGoal (SM) 2025 Fund | — | — | — | $396K | 1.0% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784257 / PN 001 | Common Collective Trust | — | — | $396K | 1.0% | |
| Notes receivable from participants - 10.50%, various maturities. | — | — | — | $372K | 0.9% | |
| Transamerica DFA Real Estate Securities I | — | — | — | $310K | 0.8% | |
| Transamerica American Funds New World R6 | — | — | — | $280K | 0.7% | |
| Transamerica Macquarie Mid Cap Growth | — | — | — | $275K | 0.7% | |
| Transamerica JP Morgan US Equity R6 | — | — | — | $193K | 0.5% | |
| Transamerica American Funds American High Income Tr R6 | — | — | — | $186K | 0.5% | |
| Transamerica Columbia Mid Cap Value Instl 2 | — | — | — | $182K | 0.5% | |
| Transamerica LifeGoal (SM) 2065 Fund | — | — | — | $176K | 0.4% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784265 / PN 001 | Common Collective Trust | — | — | $176K | 0.4% | |
| Transamerica American Century Small Cap Value R6 | — | — | — | $146K | 0.4% | |
| Transamerica Alliance Bernstein Small Cap Growth Z | — | — | — | $110K | 0.3% | |
| Transamerica MFS Corporate Bond R6 | — | — | — | $81K | 0.2% | |
| Transamerica American Century Strat Allocation Aggr R6 | — | — | — | $64K | 0.2% | |
| Transamerica Schwab Fundamental Intl Eqty Idx | — | — | — | $26K | <0.1% | |
| Transamerica PIMCO International Bond | — | — | — | $18K | <0.1% | |
| Transamerica American Century Strat Allocation: Cnsrv R6 | — | — | — | $5K | <0.1% |