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Popular$1B+ plansPlans with financial statementsPlans with provider compensationProviders by reported compensationEmployer plans by participants

8 results

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Filters:Type: PlansEIN 853213245Clear all

Plans

  • planBuildwiseFinancial statementProvider compensation2023 filing
    $599.7Mreported assets (EOY)
    Sponsor: Plan Professionals, LLCEIN: 85-3213245Plan: 333Participants: 15,732Assets: $599,693,066Location: Shrewsbury, NJLatest: 2023
    View full financial statement →
  • planAccruewise PepFinancial statementProvider compensation2023 filing
    $566.7Mreported assets (EOY)
    Sponsor: Plan Professionals, LLCEIN: 85-3213245Plan: 334Participants: 5,606Assets: $566,720,987Location: Shrewsbury, NJLatest: 2023
    View full financial statement →
  • planSuccesswise Pooled Employer PlanFinancial statementProvider compensation2023 filing
    $475.1Mreported assets (EOY)
    Sponsor: Plan Professionals, LLCEIN: 85-3213245Plan: 314Participants: 10,141Assets: $475,113,446Location: Shrewsbury, NJLatest: 2023
    View full financial statement →
  • planIsolved 401-K PlanFinancial statementProvider compensation2023 filing
    $307.7Mreported assets (EOY)
    Sponsor: Plan Professionals, LLCEIN: 85-3213245Plan: 310Participants: 22,606Assets: $307,728,458Location: Shrewsbury, NJLatest: 2023
    View full financial statement →
  • planOpen PepFinancial statementProvider compensation2023 filing
    $268.7Mreported assets (EOY)
    Sponsor: Plan Professionals, LLCEIN: 85-3213245Plan: 301Participants: 13,233Assets: $268,704,607Location: Shrewsbury, NJLatest: 2023
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  • planOpen Pep 2Financial statementProvider compensation2023 filing
    $79.6Mreported assets (EOY)
    Sponsor: Plan Professionals LLCEIN: 85-3213245Plan: 320Participants: 16Assets: $79,623,133Location: 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: $40,289,967Location: Shrewsbury, NJLatest: 2023
    View full financial statement →
  • planYour 401(K) PlanFinancial statementProvider compensation2023 filing
    $34.8Mreported assets (EOY)
    Sponsor: Plan Professionals, LLCEIN: 85-3213245Plan: 305Participants: 4,402Assets: $34,803,923Location: Shrewsbury, NJLatest: 2023
    View full financial statement →