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).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$307.3MReported net assets$307,316,464

Participants22.6K22,606

Provider compensation$1.9M9 Schedule C row(s)$1,884,650

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015230001NAL0059998818001
Plan sponsor: Plan Professionals, LLC
EIN: 85-3213245
Plan number: 310
Location: Shrewsbury, NJ
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$307.7M total assets

Net assets$307.3MLiabilities$412K

Money in vs. money out

Total income / additions$100.6M

Total expenses$30.1M

Benefits paid / distributions$27.4M

Contributions

Employer$16.4M

Participant$42.1M

Full reported line items

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 C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Transamerica Financial Life Insuran$1.1M
RECORDKEEPER · Direct $1.1M · Indirect $0
2
Onedigital Investment Advisors$236.3K
INVESTMENT ADVISORY - PLA · Direct $236.3K
3
Global Retirement Partners LLC$186K
INVESTMENT ADVISORY - PLA · Direct $186K
4
Plan Professionals, LLC D/B/A Nppg$138.4K
RECORDKEEPER · Direct $137.9K · Indirect $500
5
Woodbury Financial Services, Inc.$131.3K
INVESTMENT ADVISORY - PLA · Direct $131.3K
6
Morgan Stanley Smith Barney LLC (Ms$102K
INVESTMENT ADVISORY - PLA · Direct $102K
7
Twentyfour7 Inc$8.5K
OTHER · Direct $8.5K
8
Ameriprise Financial Services Inc$4.4K
INVESTMENT ADVISORY - PLA · Direct $4.4K
9
Lpl Financial$34
BROKER · Direct $0 · Indirect $34

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015230001NAL0059998818001 cover?: It is the 2023 Form 5500 filing for Isolved 401-K Plan, reported by Plan Professionals, LLC (EIN 85-3213245).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).