Isolved 401-K Plan — Form 5500 plan (Plan Professionals, LLC)
Plain-English plan 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, Isolved 401-K Plan is a benefit plan reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 310. The latest loaded filing year is 2023. The filing reports 22,606 participants and $307,728,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plan Professionals, LLC
- EIN
- 85-3213245
- Plan number
- 310
- Plan type
- 3
- Location
- Shrewsbury, NJ
- Latest filing year
- 2023
- Participants
- 22,606
- End-of-year plan assets
- $307,728,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,606 | H, C | 20241015230001NAL0059998818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $307,728,458
- Total liabilities (EOY)
- $411,994
- Net assets (EOY)
- $307,316,464
- Net assets (BOY)
- $161,904,259
Income & contributions
- Employer contributions
- $16,385,669
- Participant contributions
- $42,062,338
- Total contributions
- $64,902,990
- Total income / additions
- $100,629,059
Expenses & distributions
- Benefits paid
- $27,447,334
- Administrative expenses
- $1,863,926
- Total expenses
- $30,072,551
- Net increase / (decrease)
- $70,556,508
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $1,077,728 | $0 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY - PLA | $236,349 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY - PLA | $185,964 | not reported in the loaded dataset | 2023 |
| Plan Professionals, LLC D/B/A Nppg | RECORDKEEPER | $137,867 | $500 | 2023 |
| Woodbury Financial Services, Inc. | INVESTMENT ADVISORY - PLA | $131,308 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC (Ms | INVESTMENT ADVISORY - PLA | $101,970 | not reported in the loaded dataset | 2023 |
| Twentyfour7 Inc | OTHER | $8,501 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Services Inc | INVESTMENT ADVISORY - PLA | $4,429 | not reported in the loaded dataset | 2023 |
| Lpl Financial | BROKER | $0 | $34 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plan Professionals, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Shrewsbury, NJ
- Transamerica Financial Life Insuran — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Plan Professionals, LLC D/B/A Nppg — Schedule C compensation
- Woodbury Financial Services, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney LLC (Ms — Schedule C compensation
- Twentyfour7 Inc — Schedule C compensation
- Ameriprise Financial Services Inc — Schedule C compensation
- Lpl Financial — Schedule C compensation