Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Plan Professionals, LLC D/B/A NPPG
Plan Professionals, LLC D/B/A NPPG
- Service provider, as named on Schedule C
- EIN 853213245
- Plan year 2024
- Direct compensation reported $1,605,113
Assets of those plans
$4,052,958,930
0.05% of all Schedule H plan assets
Plans where it is the recordkeeper
9
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,605,113
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 9 |
| 37 | Participant loan processing | 9 |
| 64 | Recordkeeping fees | 9 |
| 27 | Investment advisory (plan) | 2 |
| 99 | Other fees | 2 |
| 13 | Contract administrator | 1 |
| 14 | Plan administrator | 1 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Successwise Pooled Employer Plan | Plan Professionals | $1,471,432,710 | 33,953 | $53,187 |
| Buildwiserecordkeeper | Plan Professionals | $650,180,984 | 11,503 | $407,135 |
| AGC Select 401(k) PEPrecordkeeper | Plan Professionals | $610,534,700 | 10,079 | $451,495 |
| Northstar Anesthesia 401(k) Plan | Anesthesia Consulting & Management | $526,706,704 | 3,115 | $5,700 |
| Isolved 401-k Planrecordkeeper | Plan Professionals | $465,689,331 | 24,264 | $323,543 |
| Accruewise PEPrecordkeeper | Plan Professionals | $129,078,853 | 3,545 | $102,861 |
| Retirement Path Pooled Employer Plan | Plan Professionals | $55,971,423 | 724 | $12,375 |
| Your 401(k) Plan | Plan Professionals | $46,099,107 | 2,849 | $41,120 |
| Ezchoice 401(k) Pooled Employer Planrecordkeeper | Plan Professionals | $39,942,628 | 945 | $17,711 |
| HS1 Medical Management, Inc. 401(k) Plan | HS1 Medical Management | $21,645,326 | 424 | $33,018 |
| America's Healthcare Employee Retirement PEPrecordkeeper | Plan Professionals | $19,056,410 | 782 | $50,904 |
| Premier 401(k) Pooled Employer Planrecordkeeper | Plan Professionals | $16,620,754 | 712 | $90,269 |
| Advanced Stimulations Technologies, Inc. Spin-off Termination Planrecordkeeper | Advanced Stimulation Technologies | $0 | 0 | $12,940 |
| Liberty Retirement Pooled Employer Planrecordkeeper | Plan Professionals | $0 | 0 | $2,855 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.