Open Pep 2
Sponsored by Plan Professionals Llc · EIN 853213245 · Plan #320 · Shrewsbury, NJ
- Total assets
- $145M
- Net assets
- $145M
- Active participants
- 3,035
- With balances
- 2,254
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | fuzzy_auto · 93% | 2024 |
| Freegulliver, L.L.C. CRD 117040 | deterministic · 100% | 2024 |
| Element Wealth, Llc CRD 114968 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Wilkerson Advisory Group Llc CRD 334668 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $511,710 |
| Nppg Plan Professionals Llc | Recordkeeping | $102,992 |
| Commonwealth Financial Network | Investment advisory (plan) | $52,287 |
| Wilkerson Advisory Group Llc | Investment advisory (plan) | $42,117 |
| Commonwealth Financial Robert Holly | Investment advisory (plan) | $30,204 |
| Osaic Wealth Inc Ach | Investment advisory (plan) | $15,694 |
| Freegulliver | Investment advisory (plan) | $15,521 |
| Element Wealth Llc | Investment advisory (plan) | $9,397 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $6,358 |