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Sponsor portfolio

PLAN PROFESSIONALS, LLC

EIN 85-3213245-Other Services (except Public Administration)-Latest filing 2024
Plans
18
Retirement
18
$4.17B assets
Welfare
0
Participants
229,051
494 SYCAMORE AVE - SHREWSBURY, NJ 07702732-758-1577
Plans on this EIN
18 filings
#314401k-$1.47B - 77,246 part#333401k-$650.2M - 16,629 part#002401k-$610.5M - 19,193 part#310401k-$465.7M - 51,743 part#301401k-$355.0M - 20,927 part#320401k-$144.8M - 3,558 part#334401k-$129.1M - 5,874 part#003401k-$62.6M - 3,609 part#304401k-$56.0M - 1,033 part#325401k-$52.3M - 2,114 part#305401k-$46.1M - 8,694 part#330401k-$41.9M - 625 part#306401k-$39.9M - 1,023 part#308401k-$19.1M - 6,527 part#311401k-$16.6M - 5,366 part#315401k-$4.9M - 319 part#322401k-$4.7M - 4,398 part#313401k-$3.7M - 173 part

Retirement portfolio analytics

18 plans aggregated / $4.17B assets / 229,051 participants

Assets by plan

Share of aggregate retirement assets

35%top
  • POOLED EMPLOYER PLAN (#314)35%
  • BUILDWISE (#333)16%
  • SELECT 401(K) PEP (#002)15%
  • ISOLVED 401-K PLAN (#310)11%
  • OPEN PEP (#301)9%
  • +3 more
Total $4.17BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
41%top
  • (Not disclosed)41%
  • TRANSAMERICA RETIREMENT SOLUTIONS32%
  • NPPG27%
  • PINNACLE FINANCIAL SERVICES, INC.1%
Total $4.17BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • POOLED EMPLOYER PLAN (#314)77,246
  • ISOLVED 401-K PLAN (#310)51,743
  • OPEN PEP (#301)20,927
  • SELECT 401(K) PEP (#002)19,193
  • BUILDWISE (#333)16,629
  • YOUR 401(K) (#305)8,694
  • +12 more
Total 229,051Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#314

SUCCESSWISE POOLED EMPLOYER PLAN

401k

Assets$1.47B
Participants77,246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333

BUILDWISE

401k

Assets$650.2M
Participants16,629
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AGC SELECT 401(K) PEP

401k

Assets$610.5M
Participants19,193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#310

ISOLVED 401-K PLAN

401k

Assets$465.7M
Participants51,743
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#301

OPEN PEP

401k

Assets$355.0M
Participants20,927
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#320

OPEN PEP 2

401k

Assets$144.8M
Participants3,558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#334

ACCRUEWISE PEP

401k

Assets$129.1M
Participants5,874
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PEP SMART NATIONAL POOLED EMPLOYER PLAN

401k

Assets$62.6M
Participants3,609
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#304

RETIREMENT PATH POOLED EMPLOYER PLAN

401k

Assets$56.0M
Participants1,033
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#325

THE ARGENT WEALTH PEP

401k

Assets$52.3M
Participants2,114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#305

YOUR 401(K) PLAN

401k

Assets$46.1M
Participants8,694
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#330

CATALYST 401(K) PEP

401k

Assets$41.9M
Participants625
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#306

EZCHOICE 401(K) POOLED EMPLOYER PLAN

401k

Assets$39.9M
Participants1,023
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#308

AMERICA'S HEALTHCARE EMPLOYEE RETIREMENT PEP

401k

Assets$19.1M
Participants6,527
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#311

PREMIER 401(K) POOLED EMPLOYER PLAN

401k

Assets$16.6M
Participants5,366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#315

TOTAL RETIREMENT SOLUTIONS POOLED EMPLOYER PLAN

401k

Assets$4.9M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#322

NPPG RETIREMENT SELECT 100+PEP

401k

Assets$4.7M
Participants4,398
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#313

EMPLOYER FLEXIBLE 401(K) PEP

401k

Assets$3.7M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans18

Plan #NameTypeAssetsParticipantsLatest year
314SUCCESSWISE POOLED EMPLOYER PLAN401k$1.47B77,2462024
333BUILDWISE401k$650.2M16,6292024
002AGC SELECT 401(K) PEP401k$610.5M19,1932024
310ISOLVED 401-K PLAN401k$465.7M51,7432024
301OPEN PEP401k$355.0M20,9272024
320OPEN PEP 2401k$144.8M3,5582024
334ACCRUEWISE PEP401k$129.1M5,8742024
003PEP SMART NATIONAL POOLED EMPLOYER PLAN401k$62.6M3,6092024
304RETIREMENT PATH POOLED EMPLOYER PLAN401k$56.0M1,0332024
325THE ARGENT WEALTH PEP401k$52.3M2,1142024
305YOUR 401(K) PLAN401k$46.1M8,6942024
330CATALYST 401(K) PEP401k$41.9M6252024
306EZCHOICE 401(K) POOLED EMPLOYER PLAN401k$39.9M1,0232024
308AMERICA'S HEALTHCARE EMPLOYEE RETIREMENT PEP401k$19.1M6,5272024
311PREMIER 401(K) POOLED EMPLOYER PLAN401k$16.6M5,3662024
315TOTAL RETIREMENT SOLUTIONS POOLED EMPLOYER PLAN401k$4.9M3192024
322NPPG RETIREMENT SELECT 100+PEP401k$4.7M4,3982024
313EMPLOYER FLEXIBLE 401(K) PEP401k$3.7M1732024
Retirement plans
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