Buildwise — 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, Buildwise is a benefit plan reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 333. The latest loaded filing year is 2023. The filing reports 15,732 participants and $599,693,066 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
- 333
- Plan type
- 3
- Location
- Shrewsbury, NJ
- Latest filing year
- 2023
- Participants
- 15,732
- End-of-year plan assets
- $599,693,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,732 | H, C | 20250304115239NAL0011024064001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $599,693,066
- Total liabilities (EOY)
- $76,275
- Net assets (EOY)
- $599,616,791
- Net assets (BOY)
- $351,653,586
Income & contributions
- Employer contributions
- $31,328,668
- Participant contributions
- $59,484,983
- Total contributions
- $126,477,843
- Total income / additions
- $204,805,803
Expenses & distributions
- Benefits paid
- $63,728,286
- Administrative expenses
- $1,770,535
- Total expenses
- $65,556,723
- Net increase / (decrease)
- $139,249,080
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $833,836 | $0 | 2023 |
| Plan Professionals Dba Nppg Plan Pr | RECORDKEEPER | $453,351 | $982 | 2023 |
| Creative Planning | INVESTMENT ADVISORY - PLA | $380,252 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | INVESTMENT ADVISORY - PLA | $67,676 | not reported in the loaded dataset | 2023 |
| 360 Payroll Integration | OTHER SERVICES | $29,376 | not reported in the loaded dataset | 2023 |
| Mma Securities | INVESTMENT ADVISORY- PLAN | $28,488 | $0 | 2023 |
| Morgan Stanley Global Banking Oper, | INVESTMENT ADVISORY - PLA | $15,876 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | IAUDIT | $14,910 | not reported in the loaded dataset | 2023 |
| Woodbury Financial Services Inc | INVESTMENT ADVISORY - PLA | $11,387 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | INVESTMET ADVISORY - PLAN | $8,534 | not reported in the loaded dataset | 2023 |
| Prinicipal Securities, Inc. | INVESTMENT ADVISORY - PLA | $3,069 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets LLC | INVESTMENT ADVISORY - PLA | $1,445 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISORY - PLA | $728 | not reported in the loaded dataset | 2023 |
| Lpl Financial Corporation | INV. ADVISORY - PLAN | $79 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | SECURITIES BROKERAGE | $74 | $0 | 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 Retirement Solutions, — Schedule C compensation
- Plan Professionals Dba Nppg Plan Pr — Schedule C compensation
- Creative Planning — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- 360 Payroll Integration — Schedule C compensation
- Mma Securities — Schedule C compensation
- Morgan Stanley Global Banking Oper, — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- Woodbury Financial Services Inc — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Prinicipal Securities, Inc. — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation