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24 results

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Filters:State: NJCity: SHREWSBURYClear all

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  • planBuildwiseFinancial statementProvider compensation2023 filing
    $599.7Mreported assets (EOY)
    Sponsor: Plan Professionals, LLCEIN: 85-3213245Plan: 333Participants: 15,732Assets: $599,693,066Net assets: $599.6MAssets / participant: $38.1KLocation: Shrewsbury, NJLatest: 2023
    View financial statement →
  • planAccruewise PepFinancial statementProvider compensation2023 filing
    $566.7Mreported assets (EOY)
    Sponsor: Plan Professionals, LLCEIN: 85-3213245Plan: 334Participants: 5,606Assets: $566,720,987Net assets: $566.6MAssets / participant: $101.1KLocation: Shrewsbury, NJLatest: 2023
    View financial statement →
  • planSuccesswise Pooled Employer PlanFinancial statementProvider compensation2023 filing
    $475.1Mreported assets (EOY)
    Sponsor: Plan Professionals, LLCEIN: 85-3213245Plan: 314Participants: 10,141Assets: $475,113,446Net assets: $474.7MAssets / participant: $46.9KLocation: Shrewsbury, NJLatest: 2023
    View financial statement →
  • planIsolved 401-K PlanFinancial statementProvider compensation2023 filing
    $307.7Mreported assets (EOY)
    Sponsor: Plan Professionals, LLCEIN: 85-3213245Plan: 310Participants: 22,606Assets: $307,728,458Net assets: $307.3MAssets / participant: $13.6KLocation: Shrewsbury, NJLatest: 2023
    View financial statement →
  • planOpen PepFinancial statementProvider compensation2023 filing
    $268.7Mreported assets (EOY)
    Sponsor: Plan Professionals, LLCEIN: 85-3213245Plan: 301Participants: 13,233Assets: $268,704,607Net assets: $268.4MAssets / participant: $20.3KLocation: Shrewsbury, NJLatest: 2023
    View financial statement →
  • planOpen Pep 2Financial statementProvider compensation2023 filing
    $79.6Mreported assets (EOY)
    Sponsor: Plan Professionals LLCEIN: 85-3213245Plan: 320Participants: 16Assets: $79,623,133Net assets: $79.6MAssets / participant: $5MLocation: Shrewsbury, NJLatest: 2023
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  • planRetirement Path Pooled Employer PlanFinancial statementProvider compensation2023 filing
    $40.3Mreported assets (EOY)
    Sponsor: Plan Professionals, LLCEIN: 85-3213245Plan: 304Participants: 879Assets: $40,289,967Net assets: $40.3MAssets / participant: $45.8KLocation: Shrewsbury, NJLatest: 2023
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  • planYour 401(K) PlanFinancial statementProvider compensation2023 filing
    $34.8Mreported assets (EOY)
    Sponsor: Plan Professionals, LLCEIN: 85-3213245Plan: 305Participants: 4,402Assets: $34,803,923Net assets: $34.8MAssets / participant: $7.9KLocation: Shrewsbury, NJLatest: 2023
    View financial statement →

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