Retirement Path Pooled Employer Plan
Sponsored by Plan Professionals, Llc · EIN 853213245 · Plan #304 · Shrewsbury, NJ
- Total assets
- $56.0M
- Net assets
- $56.0M
- Active participants
- 783
- With balances
- 724
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Other fees | $21,927 |
| Plan Professional, Llc | Other fees | $12,375 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $9,246 |
| Northeast Professional Planning | Other services | $0 |
| Nppg Investment Services Llc | Other fees | $0 |
| World Investment Advisors, Llc | Other fees | $0 |
| Park Avenue Securities, Llc | Other commissions | $0 |
| Voya Retirement Insurance And Annui | Recordkeeping fees | $0 |