AUMdb

America's Healthcare Employee Retirement Pep

Sponsored by Plan Professionals, Llc · EIN 853213245 · Plan #308 · Shrewsbury, NJ

Total assets
$19.1M
Net assets
$18.9M
Active participants
6,398
With balances
782

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

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) $120,119
360 Payroll Integrations Corp Consulting (pension) $52,814
Plan Professionals D/B/A Nppg Plan Recordkeeping, Participant loan processing, Recordkeeping fees $50,904
Servant Spirit Services Other fees $42,404
Templeton & Company Llp Accounting $16,000