form5500lookup

Form 5500 · Retirement plan · SHREWSBURY, NJ

PLAN PROFESSIONALS, LLC

The filing calls this plan EZCHOICE 401(K) POOLED EMPLOYER PLAN.

PLAN PROFESSIONALS, LLC of SHREWSBURY, NJ files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-3213245 · plan 306 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
187
Contracts on file
1
Contract value
$651,397
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.

The contracts held $651,397 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC—December$651,397$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
PLAN PROFESSIONALS, LLC
EIN 85-3213245
TRANSAMERICA RETIREMENT SOLUTIONS,
Recordkeeping and information management · EIN 13-3689044
$91,966
paid directly by the plan
PLAN PROFESSIONALS, LLC D/B/A NPPG
Recordkeeping and information management · EIN 85-3213245
$17,711
paid directly by the plan
NPPG INVESTMENT SERVICES LLC
INVESTMENT ADVISORY - PLA · EIN 32-0356844
$7,854
paid directly by the plan
LPL FINANCIAL CORPORATION
INVESTMENT ADVISORY - PLA · EIN 04-3046611
$1
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$39,942,628
Paid out in benefits
$2,173,778
Participants at the start of the year
187
Participants with account balances
945

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS,
Independent accountantEIN 14-1918990
TEMPLETON & COMPANY
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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