2023 Form 5500 filing — Isolved 401-K Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015230001NAL0059998818001) for Isolved 401-K Plan, reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 310. It reports 22,606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015230001NAL0059998818001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Plan Professionals, LLC
- EIN
- 85-3213245
- Plan number
- 310
- Location
- Shrewsbury, NJ
- Participants
- 22,606
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $307,728,458
- Total liabilities (EOY)
- $411,994
- Net assets (EOY)
- $307,316,464
- Employer contributions
- $16,385,669
- Participant contributions
- $42,062,338
- Total income / additions
- $100,629,059
- Benefits paid
- $27,447,334
- Administrative expenses
- $1,863,926
- Total expenses
- $30,072,551
- Net increase / (decrease)
- $70,556,508
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $1,077,728 | $0 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY - PLA | $236,349 | not reported in the loaded dataset |
| Global Retirement Partners LLC | INVESTMENT ADVISORY - PLA | $185,964 | not reported in the loaded dataset |
| Plan Professionals, LLC D/B/A Nppg | RECORDKEEPER | $137,867 | $500 |
| Woodbury Financial Services, Inc. | INVESTMENT ADVISORY - PLA | $131,308 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC (Ms | INVESTMENT ADVISORY - PLA | $101,970 | not reported in the loaded dataset |
| Twentyfour7 Inc | OTHER | $8,501 | not reported in the loaded dataset |
| Ameriprise Financial Services Inc | INVESTMENT ADVISORY - PLA | $4,429 | not reported in the loaded dataset |
| Lpl Financial | BROKER | $0 | $34 |