Pep Smart National Pooled Employer Plan
Sponsored by Plan Professionals, Llc · EIN 853213245 · Plan #003 · Shrewsbury, NJ
- Total assets
- $62.6M
- Net assets
- $62.5M
- Active participants
- 2,884
- With balances
- 1,703
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plan Professionals Llc Dba Nppg | Investment advisory (plan), Contract administrator, Other fees | $214,457 |
| World Investment Advisors Llc | Investment advisory (plan), Contract administrator, Other fees | $129,913 |
| Empower Advisory Group Llc | Investment management | $20,134 |
| National Prof. Planning Group | Contract administrator, Investment advisory (plan) | $19,202 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $6,480 |