Accruewise 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, Accruewise Pep is a benefit plan reported by Plan Professionals, LLC under EIN 85-3213245 and plan number 334. The latest loaded filing year is 2023. The filing reports 5,606 participants and $566,720,987 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
- 334
- Plan type
- 3
- Location
- Shrewsbury, NJ
- Latest filing year
- 2023
- Participants
- 5,606
- End-of-year plan assets
- $566,720,987
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,606 | H, C | 20250310094946NAL0026712640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $566,720,987
- Total liabilities (EOY)
- $111,118
- Net assets (EOY)
- $566,609,869
- Net assets (BOY)
- $41,354,485
Income & contributions
- Employer contributions
- $21,102,157
- Participant contributions
- $61,325,755
- Total contributions
- $90,627,769
- Total income / additions
- $122,908,500
Expenses & distributions
- Benefits paid
- $53,462,165
- Administrative expenses
- $596,901
- Total expenses
- $54,059,066
- Net increase / (decrease)
- $68,849,434
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $305,437 | $0 | 2023 |
| Creative Planning | INVESTMENT ADVISORY - PLA | $167,266 | not reported in the loaded dataset | 2023 |
| Plan Professionals, LLC D/B/A Nppg | RECORDKEEPERS | $143,928 | $930 | 2023 |
| 360 Payroll Integration | OTHER SERVICES | $13,307 | not reported in the loaded dataset | 2023 |
| Kraft Cpas Pllc | AUDIT | $10,400 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors LLC | INVESTMENT ADVISORY - PLA | $7,500 | 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
- Transamerica Retirement Solutions — Schedule C compensation
- Creative Planning — Schedule C compensation
- Plan Professionals, LLC D/B/A Nppg — Schedule C compensation
- 360 Payroll Integration — Schedule C compensation
- Kraft Cpas Pllc — Schedule C compensation
- Lockton Investment Advisors LLC — Schedule C compensation