Open Pep — 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, Open Pep is a benefit plan reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 301. The latest loaded filing year is 2023. The filing reports 13,233 participants and $268,704,607 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
- 301
- Plan type
- 3
- Location
- Shrewsbury, NJ
- Latest filing year
- 2023
- Participants
- 13,233
- End-of-year plan assets
- $268,704,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,233 | H, C | 20250501092226NAL0003005217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $268,704,607
- Total liabilities (EOY)
- $305,554
- Net assets (EOY)
- $268,399,053
- Net assets (BOY)
- $70,447,936
Income & contributions
- Employer contributions
- $6,735,560
- Participant contributions
- $14,889,494
- Total contributions
- $31,751,255
- Total income / additions
- $55,246,389
Expenses & distributions
- Benefits paid
- $14,880,866
- Administrative expenses
- $1,146,921
- Total expenses
- $16,506,080
- Net increase / (decrease)
- $38,740,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $816,995 | $0 | 2023 |
| Nppg Plan Professionals | SERVICE PROVIDER | $223,282 | not reported in the loaded dataset | 2023 |
| Stadion Money Management | SERVICE PROVIDER | $16,427 | not reported in the loaded dataset | 2023 |
| Cetera Financial Specialists | SERVICE PROVIDER | $13,917 | not reported in the loaded dataset | 2023 |
| True North Financial | SERVICE PROVIDER | $13,674 | not reported in the loaded dataset | 2023 |
| Gallagher Fiducuiary Advisors | SERVICE PROVIDER | $11,847 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group | SERVICE PROVIDER | $11,732 | not reported in the loaded dataset | 2023 |
| Am Portfolios Fin. Serv Inc | SERVICE PROVIDER | $9,553 | not reported in the loaded dataset | 2023 |
| Commonwealth Financial Network | SERVICE PROVIDER | $8,985 | not reported in the loaded dataset | 2023 |
| Nppg Investment Services LLC | SERVICE PROVIDER | $7,262 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | SERVICE PROVIDER | $7,154 | not reported in the loaded dataset | 2023 |
| Equitable Advisors LLC | SERVICE PROVIDER | $6,686 | not reported in the loaded dataset | 2023 |
| Vance Gray Wealth Management Inc | SERVICE PROVIDER | $6,264 | not reported in the loaded dataset | 2023 |
| Hallowell Assurance LLC | SERVICE PROVIDER | $6,000 | not reported in the loaded dataset | 2023 |
| Element Wealth LLC | SERVICE PROVIDER | $5,027 | not reported in the loaded dataset | 2023 |
| Azalea Administration | SERVICE PROVIDER | $2,880 | not reported in the loaded dataset | 2023 |
| Pfg Advisors | SERVICE PROVIDER | $695 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | SERVICE PROVIDER | $630 | not reported in the loaded dataset | 2023 |
| Lpl | SERVICE PROVIDER | $84 | not reported in the loaded dataset | 2023 |
| Nppg Plan Professionals | SERVICE PROVIDER | $18 | not reported in the loaded dataset | 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
- Lincoln National Corporation — Schedule C compensation
- Nppg Plan Professionals — Schedule C compensation
- Stadion Money Management — Schedule C compensation
- Cetera Financial Specialists — Schedule C compensation
- True North Financial — Schedule C compensation
- Gallagher Fiducuiary Advisors — Schedule C compensation
- Pensionmark Financial Group — Schedule C compensation
- Am Portfolios Fin. Serv Inc — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Nppg Investment Services LLC — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Equitable Advisors LLC — Schedule C compensation
- Vance Gray Wealth Management Inc — Schedule C compensation
- Hallowell Assurance LLC — Schedule C compensation
- Element Wealth LLC — Schedule C compensation
- Azalea Administration — Schedule C compensation
- Pfg Advisors — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Lpl — Schedule C compensation