Nppg Plan Professionals, Llc
- Regulatory AUM
- $6.3B
- Discretionary
- $6.1B
- Clients
- 64
- Avg AUM / client
- $98.0M
- Accounts
- 64
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of May 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 64 | $6.3B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Successwise Pooled Employer Plan Plan Professionals, Llc | Shrewsbury, NJ | 2024 |
| Premier 401(k) Pooled Employer Plan Plan Professionals, Llc | 2024 | |
| Open Pep Plan Professionals, Llc | 2024 | |
| Hs1 Medical Management, Inc. 401(k) Plan Hs1 Medical Management, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Brian Woods | Chief Compliance Officer, Director Of Investment & Fiduciary Services | Dec 2022 (4y) | Less than 5% | |
| Michael Martin Salerno | President, Managing Member | Dec 2022 (4y) | Less than 5% | |
| Salerno Bossie, Leonora, Carmela | Trustee | Dec 2022 (4y) | GP / trustee / elected manager of Salerno Family Trust (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nppg Holdings, Llc | Member | Dec 2022 | A | 75% or more |
| Salerno Family Trust | Member | Dec 2022 | B | ≈ 42.19% – 100% via Ice Investment Holdings, Llc |
| Ice Investment Holdings, Llc | Member | Dec 2022 | B | ≈ 56.25% – 100% via Nppg Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Salerno Family Trust: 75% – 100% of Ice Investment Holdings, Llc × 75% – 100% of Nppg Holdings, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Ice Investment Holdings, Llc: 75% – 100% of Nppg Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Successwise Pooled Employer Plan | Plan Professionals, Llc | 69,288 | $1.5B | 01/01/2024 |
| Premier 401(k) Pooled Employer Plan | Plan Professionals, Llc | 5,269 | $16.6M | 01/01/2024 |
| Open Pep | Plan Professionals, Llc | 18,762 | $355M | 01/01/2024 |
| Hs1 Medical Management, Inc. 401(k) Plan | Hs1 Medical Management, Inc. | 346 | $21.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • PERCENT OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Services
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Principal Securities, Inc. $2.7B (43% of AUM) May 2026
- Transamerica Capital, Inc. $2.2B (35% of AUM) May 2026
- Lincoln Investment Planning, Llc $615M (10% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 22, 2026.
View current Form ADV (SEC/IAPD) ↗