Successwise Pooled Employer Plan
Sponsored by Plan Professionals, Llc · EIN 853213245 · Plan #314 · Shrewsbury, NJ
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 69,288
- With balances
- 33,953
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Nppg Plan Professionals, Llc CRD 324646 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prinicipal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $4,255,022 |
| Creative Planning, Llc | Contract administrator, Plan administrator, Consulting (pension) | $685,626 |
| Nppg Plan Professionals | Contract administrator, Plan administrator, Consulting (pension) | $407,865 |
| Nppg Plan Professionals | Contract administrator, Plan administrator, Direct payment from the plan | $53,187 |
| Jones & Roth | Accounting, Investment advisory (plan), Direct payment from the plan | $33,916 |
| Creative Planning, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $19,499 |