Accruewise Pep
Sponsored by Plan Professionals, Llc · EIN 853213245 · Plan #334 · Shrewsbury, NJ
- Total assets
- $129M
- Net assets
- $129M
- Active participants
- 5,120
- With balances
- 3,545
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $316,662 |
| Creative Planning | Investment advisory (plan) | $191,626 |
| Plan Professionals, Llc D/B/A Nppg | Recordkeeping, Participant loan processing, Recordkeeping fees | $102,861 |
| Kraft Cpas Pllc | Accounting | $32,538 |
| Psk Llp | Accounting | $13,500 |
| Servant Spirit Services Llc | Other fees | $11,442 |
| 360 Payroll Integration | Other fees | $8,936 |