Assets by plan
Share of aggregate retirement assets
Filings through .
Program Planning Professionals Inc.
EIN 38-3166928real estateLatest filing 2025
Plans
2
Retirement
2
$16.7M assets
Health & Benefits
0
Participants
439
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.7M assets / 439 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- ASCENSUS LLC$16.7M
- (Not disclosed)$24K
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PROGRAM PLANNING PROFESSIONALS, INC. 401(K) PLAN
401(k)
Assets$16.7M
Participants365
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PROGRAM PLANNING PROFESSIONALS INC. EMPLOYEE STOCK OWNERSHIP PLAN - 2025
ESOP
Assets$24K
Participants74
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PROGRAM PLANNING PROFESSIONALS, INC. 401(K) PLAN | 401(k) | $16.7M | 365 | 2025 |
| #002 | PROGRAM PLANNING PROFESSIONALS INC. EMPLOYEE STOCK OWNERSHIP PLAN - 2025 | ESOP | $24K | 74 | 2025 |
- #001 · 401(k) · 2025365
- #002 · ESOP · 202574
Retirement plans
Health & Benefits plans