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Original filing (PDF)20251015210624NAL0002889139001
PLAN PROFESSIONALS, LLC
Form 5500
FILING_RECEIVED
PREMIER 401(K) POOLED EMPLOYER PLAN
401(k) retirement plan
Signals · 1
~105 bps in Sched C fees
Active participants
5,269
Accounts w/ balance
712
Plan assets (EOY)
$16.6M
Net assets (EOY)
$16.6M
How this plan invests
This plan
26 pooled trusts
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 105 bps in Schedule C fees — 262% above peer band of 29 bps.
- Only 14% as many balances as active participants — suggests many active employees aren't deferring.
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
311
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2W · Pooled employer plan (PEP)
3B · Covers self-employed individuals
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 RETIREMT SOLUTIONS, LL | 13-3689044 | — | RECORDKEEPER | $77K | — |
| PLAN PROFESSIONALS, LLC D/B/A NPPG | 85-3213245 | — | RECORDKEEPER | $76K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NPPG PLAN PROFESSIONALS | 85-3213245 | — | INVESTMENT ADVISORY - PLA | $14K | — |
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY -PLAN | $7K | — |
Investments
23 direct securities · 26 pooled funds· $16.4M(98% 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.
Common Collective Trust
$11.1M
26 holdings
Uncategorized
$5.2M
23 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY ONE CHOICE 2025 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.3M | 14.1% | |
| AMERICAN CENTURY ONE CHOICE IN RETI AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.3M | 7.6% | |
| AMERICAN CENTURY ONE CHOICE 2030 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.2M | 6.9% | |
| AMERICAN CENTURY ONE CHOICE 2045 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.7% | |
| Transamerica JPMorgan Large Cap Growth R6 | — | — | — | $1.0M | 6.0% | |
| AMERICAN CENTURY ONE CHOICE 2050 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $928K | 5.6% | |
| AMERICAN CENTURY ONE CHOICE 2035 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $905K | 5.4% | |
| Transamerica Fidelity 500 Index | — | — | — | $883K | 5.3% | |
| AMERICAN CENTURY ONE CHOICE 2040 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $767K | 4.6% | |
| AMERICAN CENTURY ONE CHOICE 2055 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $690K | 4.2% | |
| Transamerica Financial Life * Stable Value Strategy Account | — | — | — | $646K | 3.9% | |
| AMERICAN CENTURY ONE CHOICE 2060 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $382K | 2.3% | |
| Transamerica Fidelity Mid Cap Index | — | — | — | $347K | 2.1% | |
| TRANSAMERICA LIFEGOAL(SM) 2030 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $346K | 2.1% | |
| Notes receivable from participants - | — | — | — | $337K | 2.0% | |
| STATE STREET INTERNATIONAL INDEX NL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 166 | Common Collective Trust | — | — | $253K | 1.5% | |
| Transamerica JPMorgan US Equity R6 | — | — | — | $250K | 1.5% | |
| Transamerica Vanguard LifeStrategy Moderate Gr Inv | — | — | — | $246K | 1.5% | |
| PUTNAM LARGE CAP VALUE TRUST CL-I PUTNAM · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $237K | 1.4% | |
| Transamerica JHancock Bond R6 | — | — | — | $231K | 1.4% | |
| Transamerica American Funds New Perspective R6 | — | — | — | $224K | 1.3% | |
| Transamerica Fidelity Advisor Total Bond Z | — | — | — | $223K | 1.3% | |
| TRANSAMERICA LIFEGOAL(SM) 2045 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $203K | 1.2% | |
| Transamerica BlackRock High Yield Portfolio K | — | — | — | $186K | 1.1% | |
| Transamerica Fidelity Small Cap Index | — | — | — | $154K | 0.9% | |
| AMERICAN CENTURY ONE CHOICE 2065 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $125K | 0.8% | |
| TRANSAMERICA LIFEGOAL(SM) 2025 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $103K | 0.6% | |
| Transamerica Vanguard LifeStrategy Growth Inv | — | — | — | $100K | 0.6% | |
| Transamerica DFA International Core Equity I | — | — | — | $95K | 0.6% | |
| Transamerica Vanguard Real Estate Index Admiral | — | — | — | $76K | 0.5% | |
| TRANSAMERICA LIFEGOAL(SM) 2055 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $70K | 0.4% | |
| TRANSAMERICA LIFEGOAL(SM) 2050 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $67K | 0.4% | |
| Transamerica Undiscovered Mgrs Behavioral Value R6 | — | — | — | $51K | 0.3% | |
| TRANSAMERICA LIFEGOAL(SM) 2040 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $44K | 0.3% | |
| TRANSAMERICA LIFEGOAL(SM) 2035 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $43K | 0.3% | |
| TRANSAMERICA LIFEGOAL(SM) 2060 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $40K | 0.2% | |
| Transamerica Fidelity Advisor Intl Capital App Z | — | — | — | $33K | 0.2% | |
| Transamerica Fidelity Intl Cptl Apprec K6 | — | — | — | $33K | 0.2% | |
| Transamerica American Funds New World R6 | — | — | — | $27K | 0.2% | |
| WILMINGTON TRUST MFS MID CAP VALUE WILMINGTON TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $24K | 0.1% | |
| Transamerica Vanguard LifeStrategy Cnsrv Gr Inv | — | — | — | $24K | 0.1% | |
| Transamerica ClearBridge Small Cap Growth IS | — | — | — | $22K | 0.1% | |
| INVESCO MID CAP GROWTH TRUST A1 INVESCO · EIN 20-2583973 / PN 108 | Common Collective Trust | — | — | $18K | 0.1% | |
| TRANSAMERICA LIFEGOAL(SM) 2065 FUND TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $17K | 0.1% | |
| NEUBERGER BERMAN STRAT MULTI-SECTOR WILMINGTON TRUST · EIN 38-4139862 / PN 639 | Common Collective Trust | — | — | $16K | <0.1% | |
| Transamerica MFS Mid Cap Value R6 | — | — | — | $16K | <0.1% | |
| TRANSAMERICA LIFEGOAL(SM) RETIREMEN TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| Transamerica Vanguard LifeStrategy Income Inv | — | — | — | $2K | <0.1% | |
| WESTERN ASSET CORE BOND R1 WILMINGTON TRUST · EIN 82-4408926 / PN 373 | Common Collective Trust | — | — | $0 | <0.1% |
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