Premier 401(k) Pooled Employer Plan
Sponsored by Plan Professionals, Llc · EIN 853213245 · Plan #311
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 5,269
- With balances
- 712
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 |
|---|---|---|
| Nppg Plan Professionals, Llc CRD 324646 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retiremt Solutions, Ll | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $77,144 |
| Plan Professionals, Llc D/B/A Nppg | Recordkeeping, Participant loan processing, Recordkeeping fees | $76,390 |
| Nppg Plan Professionals | Investment advisory (plan) | $13,879 |
| Onedigital Investment Advisors | Investment advisory (plan) | $6,990 |