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Original filing (PDF)20251015221912NAL0002921731001
PLAN PROFESSIONALS, LLC
Form 5500
FILING_RECEIVED
ACCRUEWISE PEP
401(k) retirement plan
Signals · 1
7 service providers
Active participants
5,120
Accounts w/ balance
3,545
Plan assets (EOY)
$129.1M
Net assets (EOY)
$129.0M
How this plan invests
This plan
7 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 52 bps in Schedule C fees — 425% above peer band of 10 bps.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
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
334
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
2W · Pooled employer plan (PEP)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $317K | — |
| PLAN PROFESSIONALS, LLC D/B/A NPPG | 85-3213245 | — | RECORDKEEPERS | $103K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 | — | INVESTMENT ADVISORY - PLA | $192K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRAFT CPAS PLLC | 81-0672037 | — | AUDIT | $33K | — |
| PSK LLP | 75-1486711 | — | AUDIT | $14K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SERVANT SPIRIT SERVICES LLC | 93-4904307 | — | OTHER | $11K | — |
| 360 PAYROLL INTEGRATION | 83-3880266 | — | OTHER SERVICES | $9K | — |
Investments
22 direct securities · 7 pooled funds· $128.8M(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
$118.6M
22 holdings
Common Collective Trust
$10.3M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Premier | — | — | — | $13.9M | 10.8% | |
| Fidelity Freedom Index 2045 Premier | — | — | — | $13.1M | 10.1% | |
| Fidelity 500 Index | — | — | — | $13.0M | 10.1% | |
| Fidelity Freedom Index 2030 Premier | — | — | — | $11.3M | 8.7% | |
| Fidelity Freedom Index 2050 Premier | — | — | — | $10.3M | 8.0% | |
| Fidelity Freedom Index 2055 Premier | — | — | — | $9.5M | 7.3% | |
| Fidelity Freedom Index 2040 Premier | — | — | — | $9.3M | 7.2% | |
| T. ROWE PRICE LARGE CAP GROWTH TRUS T. ROWE PRICE · EIN 87-2326243 / PN 001 | Common Collective Trust | — | — | $7.4M | 5.7% | |
| Transamerica Financial Life * Stable Value Strategy Account | — | — | — | $5.8M | 4.5% | |
| Fidelity Freedom Index 2060 Premier | — | — | — | $4.9M | 3.8% | |
| Fidelity Freedom Index 2025 Premier | — | — | — | $4.3M | 3.3% | |
| Fidelity Mid Cap Index | — | — | — | $3.9M | 3.0% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $3.7M | 2.9% | |
| Fidelity International Index | — | — | — | $3.7M | 2.8% | |
| Fidelity Freedom Index 2065 Premier | — | — | — | $3.0M | 2.4% | |
| Fidelity Small Cap Index | — | — | — | $2.5M | 2.0% | |
| Fidelity Freedom Index Income Premier | — | — | — | $1.7M | 1.3% | |
| Notes receivable from participants - 9.50%, various maturities. | — | — | — | $1.5M | 1.2% | |
| Fidelity Freedom Index 2020 Premier | — | — | — | $1.4M | 1.1% | |
| Fidelity Emerging Markets Index | — | — | — | $1.0M | 0.8% | |
| COHEN & STEERS U.S. REALTY CLASS BE SEI · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $835K | 0.6% | |
| Invesco Discovery Fund Class R6 | — | — | — | $626K | 0.5% | |
| JHANCOCK CORE PLUS FIXED INCOME TRU JOHN HANCOCK · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $621K | 0.5% | |
| WILMINGTON TR FRANKLIN SM CP VAL CL WILMINGTON TRUST · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $600K | 0.5% | |
| PRINCIPAL CIT EQUITY INCOME A-I PRINCIPAL · EIN 85-0572066 / PN 001 | Common Collective Trust | — | — | $593K | 0.5% | |
| PRINCIPAL CIT DIVERSIFIED INTERNATI PRINCIPAL · EIN 26-6746540 / PN 001 | Common Collective Trust | — | — | $212K | 0.2% | |
| Fidelity Freedom Index 2015 Premier | — | — | — | $103K | <0.1% | |
| Fidelity Freedom Index 2010 Premier | — | — | — | $32K | <0.1% | |
| COLUMBIA TR EMERG MKT EQ FD FOUNDER COLUMBIA · EIN 85-2903213 / PN 170 | Common Collective Trust | — | — | $0 | <0.1% |