Buildwise
Sponsored by Plan Professionals, Llc · EIN 853213245 · Plan #333 · Shrewsbury, NJ
- Total assets
- $650M
- Net assets
- $650M
- Active participants
- 13,824
- With balances
- 11,503
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 |
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Cyndeo Wealth Partners, Llc CRD 307781 | deterministic · 100% | 2024 |
| Steward Partners Investment Advisory, Llc CRD 283004 | fuzzy_auto · 94% | 2024 |
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 2024 |
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $1,004,213 |
| Creative Planning | Investment advisory (plan) | $463,064 |
| Plan Professionals Dba Nppg Plan Pr | Recordkeeping, Participant loan processing, Recordkeeping fees | $407,135 |
| Servant Spirit Services Llc | Other fees | $42,595 |
| Mma Securities | Investment advisory (plan) | $42,031 |
| Creative Planning Llc | Investment advisory (plan) | $37,485 |
| 360 Payroll Integration | Other fees | $22,805 |
| Osaic Wealth, Inc | Investment advisory (plan) | $19,870 |
| Rbc Capital Markets Llc | Investment advisory (plan) | $15,283 |
| Nfp Retirement Inc | Investment advisory (plan) | $14,442 |
| Lpl Financial Corporation | Investment advisory (plan) | $13,124 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $11,384 |
| Cyndeo Wealth Partners | Investment advisory (plan) | $9,121 |
| Steward Partners Investment Solutio | Investment advisory (plan) | $7,390 |
| Rubin Brown Llp | Accounting | $5,026 |
| Principal Securities, Inc. | Investment advisory (plan) | $3,325 |
| Woodbury Financial Services Inc | Investment advisory (plan) | $2,362 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions | $662 |