2023 Form 5500 filing — Buildwise
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 20250304115239NAL0011024064001) for Buildwise, reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 333. It reports 15,732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250304115239NAL0011024064001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Plan Professionals, LLC
- EIN
- 85-3213245
- Plan number
- 333
- Location
- Shrewsbury, NJ
- Participants
- 15,732
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $599,693,066
- Total liabilities (EOY)
- $76,275
- Net assets (EOY)
- $599,616,791
- Employer contributions
- $31,328,668
- Participant contributions
- $59,484,983
- Total income / additions
- $204,805,803
- Benefits paid
- $63,728,286
- Administrative expenses
- $1,770,535
- Total expenses
- $65,556,723
- Net increase / (decrease)
- $139,249,080
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $833,836 | $0 |
| Plan Professionals Dba Nppg Plan Pr | RECORDKEEPER | $453,351 | $982 |
| Creative Planning | INVESTMENT ADVISORY - PLA | $380,252 | not reported in the loaded dataset |
| Creative Planning LLC | INVESTMENT ADVISORY - PLA | $67,676 | not reported in the loaded dataset |
| 360 Payroll Integration | OTHER SERVICES | $29,376 | not reported in the loaded dataset |
| Mma Securities | INVESTMENT ADVISORY- PLAN | $28,488 | $0 |
| Morgan Stanley Global Banking Oper, | INVESTMENT ADVISORY - PLA | $15,876 | not reported in the loaded dataset |
| Clifton Larson Allen Llp | IAUDIT | $14,910 | not reported in the loaded dataset |
| Woodbury Financial Services Inc | INVESTMENT ADVISORY - PLA | $11,387 | not reported in the loaded dataset |
| Nfp Retirement Inc | INVESTMET ADVISORY - PLAN | $8,534 | not reported in the loaded dataset |
| Prinicipal Securities, Inc. | INVESTMENT ADVISORY - PLA | $3,069 | not reported in the loaded dataset |
| Rbc Capital Markets LLC | INVESTMENT ADVISORY - PLA | $1,445 | not reported in the loaded dataset |
| Wells Fargo Advisors LLC | INVESTMENT ADVISORY - PLA | $728 | not reported in the loaded dataset |
| Lpl Financial Corporation | INV. ADVISORY - PLAN | $79 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | SECURITIES BROKERAGE | $74 | $0 |