Isolved 401 K Plan
Sponsored by Plan Professionals, Llc · EIN 853213245 · Plan #310 · Shrewsbury, NJ
- Total assets
- $466M
- Net assets
- $465M
- Active participants
- 47,479
- With balances
- 24,264
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 97% | 2024 |
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $1,883,370 |
| Global Retirement Partners Llc | Investment advisory (plan) | $385,814 |
| Onedigital Investment Advisors | Investment advisory (plan) | $378,593 |
| Plan Professionals, Llc D/B/A Nppg | Recordkeeping, Participant loan processing, Recordkeeping fees | $323,543 |
| Osaic Wealth, Inc | Investment advisory (plan) | $147,665 |
| Morgan Stanley Smith Barney Llc (Ms | Investment advisory (plan) | $143,647 |
| Woodbury Financial Services, Inc. | Investment advisory (plan) | $12,319 |
| Ameriprise Financial Services Inc | Investment advisory (plan) | $10,884 |