Back to filter
Original filing (PDF)20251015221130NAL0003044579001
PLAN PROFESSIONALS, LLC
Form 5500
FILING_RECEIVED
THE ARGENT WEALTH PEP
401(k) retirement plan
Signals · 1
6 service providers
Active participants
1,752
Accounts w/ balance
1,326
Plan assets (EOY)
$52.3M
Net assets (EOY)
$52.2M
How this plan invests
This plan
45 pooled trusts
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 65 bps in Schedule C fees — 306% above peer band of 16 bps.
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
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
325
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2U · Association Retirement Plan
2S · Automatic enrollment
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE FINANCIAL SERVICES, INC. | 59-2438373 | — | RECORDKEEPER | $55K | — |
| TRANSAMERICA FINANCIAL LIFE INS. CO | 36-6071399 | — | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARGENT WEALTH LLC | 85-3833814 | — | INVESTMENT ADVISORY - PLA | $139K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 3(16) FIDUCIARY SERVICES CORP | 45-4813650 | — | PLAN ADMINSTRATOR | $46K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY, LLP | 14-1918990 | — | AUDIT | $28K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SERVANT SPIRIT SERVICES LLC | 93-4904307 | — | OTHER | $34K | — |
Investments
2 direct securities · 45 pooled funds· $51.7M(99% 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.
Pooled Separate Account
$50.0M
45 holdings
Uncategorized
$1.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 675 | Pooled Separate Account | — | — | $6.2M | 11.9% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 676 | Pooled Separate Account | — | — | $5.9M | 11.4% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 677 | Pooled Separate Account | — | — | $5.0M | 9.5% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 674 | Pooled Separate Account | — | — | $4.3M | 8.2% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 680 | Pooled Separate Account | — | — | $4.2M | 8.1% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 678 | Pooled Separate Account | — | — | $3.3M | 6.3% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 818 | Pooled Separate Account | — | — | $2.7M | 5.2% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 679 | Pooled Separate Account | — | — | $2.6M | 5.0% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 673 | Pooled Separate Account | — | — | $2.5M | 4.8% | |
| JPMORGAN LARGE CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $2.4M | 4.5% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $1.7M | 3.2% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $1.4M | 2.7% | |
| JPMORGAN U.S. EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 334 | Pooled Separate Account | — | — | $955K | 1.8% | |
| Transamerica Financial Life * Stable Value Core Account | — | — | — | $935K | 1.8% | |
| Notes receivable from participants - | — | — | — | $809K | 1.5% | |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 503 | Pooled Separate Account | — | — | $733K | 1.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $471K | 0.9% | |
| AMERICAN FUND AMERICAN MUTUAL RET O TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 751 | Pooled Separate Account | — | — | $422K | 0.8% | |
| JPMORGAN EQUITY INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $412K | 0.8% | |
| VICTORY CORE PLUS INTERMEDIATE BOND TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 329 | Pooled Separate Account | — | — | $378K | 0.7% | |
| VICTORY NASDAQ 100 INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 473 | Pooled Separate Account | — | — | $377K | 0.7% | |
| MACQUARIE MID CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 515 | Pooled Separate Account | — | — | $352K | 0.7% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 504 | Pooled Separate Account | — | — | $339K | 0.6% | |
| PIMCO INCOME TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $288K | 0.6% | |
| VICTORY TRIVALENT INTERNATIONAL SMA TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 126 | Pooled Separate Account | — | — | $280K | 0.5% | |
| FEDERATED HERMES MDT SML CAP GR RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 762 | Pooled Separate Account | — | — | $267K | 0.5% | |
| ALLSPRING SPECIAL MID CAP VALUE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 745 | Pooled Separate Account | — | — | $261K | 0.5% | |
| FIDELITY ADVISOR FOCUS EMERGING MRK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 325 | Pooled Separate Account | — | — | $240K | 0.5% | |
| VICTORY RS GLOBAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 474 | Pooled Separate Account | — | — | $203K | 0.4% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $185K | 0.4% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 746 | Pooled Separate Account | — | — | $176K | 0.3% | |
| STATE STREET S&P MID CAP INDX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $167K | 0.3% | |
| VANGUARD SMALL-CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $136K | 0.3% | |
| AMER CENT INFLATION-ADJ BOND RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 262 | Pooled Separate Account | — | — | $131K | 0.3% | |
| FEDERATED HERMES INSTL HIGH YLD BD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 570 | Pooled Separate Account | — | — | $125K | 0.2% | |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $98K | 0.2% | |
| ALLSPRING PRECIOUS METALS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 272 | Pooled Separate Account | — | — | $95K | 0.2% | |
| VICTORY GOVERNMENT SECURITIES RET A TRANSAMERICA FINANCIAL LIFE INS. CO · EIN 83-1098532 / PN 472 | Pooled Separate Account | — | — | $90K | 0.2% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 228 | Pooled Separate Account | — | — | $87K | 0.2% | |
| AB GLOBAL BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 711 | Pooled Separate Account | — | — | $85K | 0.2% | |
| INVESCO GLOBAL REAL ESTATE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 274 | Pooled Separate Account | — | — | $84K | 0.2% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $67K | 0.1% | |
| STATE STREET INSTL SMALL CAP EQUITY TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 765 | Pooled Separate Account | — | — | $67K | 0.1% | |
| INVESCO MAIN STREET MID CAP RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 098 | Pooled Separate Account | — | — | $66K | 0.1% | |
| PARAMETRIC INTERNATIONAL EQUITY RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 737 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO INTERNATIONAL SM-MID COMPAN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 736 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL TOTAL RETURN BOND RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 597 | Pooled Separate Account | — | — | $0 | <0.1% |
Related plans
Similar-size Construction plans
COSCO FIRE PROTECTION, INC.
COSCO FIRE PROTECTION, INC. 401(K) SAVINGS PLAN
$54.7M · 500 participants
SHEET METAL WORKERS LOCAL 46 ANNUITY PLAN BOARD OF TRUSTEES
SHEET METAL WORKERS LOCAL 46 ANNUITY PLAN
$47.3M · 409 participants
THE DIMARCO GROUP, LLC
DIMARCO GROUP RETIREMENT PLAN
$44.7M · 593 participants
BOARD OF TRUSTEES, CONSTRUCTION TEAMSTERS SECURITY
CONSTRUCTION TEAMSTERS SECURITY FUND FOR SOUTHERN CALIFORNIA
$60.7M · 608 participants
ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI
MS AGC MEP 401(K) PLAN
$43.0M · 1,453 participants
MEI RIGGING & CRATING, LLC
MEI RIGGING AND CRATING LLC 401(K) PROFIT SHARING PLAN AND TRUST
$37.9M · 1,254 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants