Find an old Plan Professionals 401(k)
Successwise Pooled Employer Plan
Plan Professionals, LLC · Plan 314 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Ave., Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Prinicipal Life Insurance Company | Schedule C ↗ |
| Former employees with balances | 7,443 separated participants still had money in the plan | Form 5500 ↗ |
Isolved 401-K Plan
Plan Professionals, LLC · Plan 310 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Ave., Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Financial Life Insuran | Schedule C ↗ |
| Former employees with balances | 4,155 separated participants still had money in the plan | Form 5500 ↗ |
Open Pep
Plan Professionals, LLC · Plan 301 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Ave., Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Nppg Plan Professionals | Schedule C ↗ |
| Former employees with balances | 2,081 separated participants still had money in the plan | Form 5500 ↗ |
Agc Select 401(k) Pep
Plan Professionals, LLC · Plan 002 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Nppg Fiduciary Services, Inc. 494 Sycamore Ave., Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Nppg Plan Professionals LLC | Schedule C ↗ |
| Former employees with balances | 3,434 separated participants still had money in the plan | Form 5500 ↗ |
Buildwise
Plan Professionals, LLC · Plan 333 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Ave, Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Retirement Solutions, | Schedule C ↗ |
| Former employees with balances | 2,685 separated participants still had money in the plan | Form 5500 ↗ |
Your 401(k) Plan
Plan Professionals, LLC · Plan 305 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Ave., Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 763 separated participants still had money in the plan | Form 5500 ↗ |
America'S Healthcare Employee Retirement Pep
Plan Professionals, LLC · Plan 308 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Ave., Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Financial Life Insuran | Schedule C ↗ |
| Former employees with balances | 124 separated participants still had money in the plan | Form 5500 ↗ |
Accruewise Pep
Plan Professionals, LLC · Plan 334 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Ave., Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Retirement Solutions | Schedule C ↗ |
| Former employees with balances | 716 separated participants still had money in the plan | Form 5500 ↗ |
Premier 401(k) Pooled Employer Plan
Plan Professionals, LLC · Plan 311 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Ave., Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Retiremt Solutions, Ll | Schedule C ↗ |
| Former employees with balances | 94 separated participants still had money in the plan | Form 5500 ↗ |
Nppg Retirement Select 100+pep
Plan Professionals, LLC · Plan 322 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Avenue Suite 100, Shrewsbury, NJ 07705 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 102 separated participants still had money in the plan | Form 5500 ↗ |
Pep Smart National Pooled Employer Plan
Plan Professionals, LLC · Plan 003 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Ave., Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Former employees with balances | 690 separated participants still had money in the plan | Form 5500 ↗ |
Open Pep 2
Plan Professionals LLC · Plan 320 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Nppg Fiduciary Services, Inc. 494 Sycamore Ave., Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Nppg Plan Professionals LLC | Schedule C ↗ |
| Former employees with balances | 495 separated participants still had money in the plan | Form 5500 ↗ |
The Argent Wealth Pep
Plan Professionals, LLC · Plan 325 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Ave, Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Pinnacle Financial Services, Inc. | Schedule C ↗ |
| Former employees with balances | 348 separated participants still had money in the plan | Form 5500 ↗ |
Retirement Path Pooled Employer Plan
Plan Professionals, LLC · Plan 304 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Ave., Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Voya Retirement Insurance and Annui | Schedule C ↗ |
| Former employees with balances | 243 separated participants still had money in the plan | Form 5500 ↗ |
Ezchoice 401(k) Pooled Employer Plan
Plan Professionals, LLC · Plan 306 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Ave., Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Retirement Solutions, | Schedule C ↗ |
| Former employees with balances | 115 separated participants still had money in the plan | Form 5500 ↗ |
Catalyst 401(k) Pep
Plan Professionals, LLC · Plan 330 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Ave, Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 140 separated participants still had money in the plan | Form 5500 ↗ |
Total Retirement Solutions Pooled Employer Plan
Plan Professionals LLC · Plan 315 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals LLC 494 Sycamore Avenue, Suite 100, Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 51 separated participants still had money in the plan | Form 5500 ↗ |
Liberty Retirement Pooled Employer Plan
Plan Professionals, LLC · Plan 303 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Ave, Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Transamerica Retirement Solutions, | Schedule C ↗ |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Employer Flexible 401(k) Pep
Plan Professionals, LLC · Plan 313 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Plan Professionals, LLC 494 Sycamore Ave., Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 12 separated participants still had money in the plan | Form 5500 ↗ |
Summit Savings Pep
Plan Professionals, LLC · Plan 339 · EIN 85-3213245 · Shrewsbury, NJ
| Plan administrator | Nppg Fiduciary Services 494 Sycamore Ave, Suite 100, Shrewsbury, NJ 07702 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Plan Professionals 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Plan Professionals 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Plan Professionals, LLC, (732) 758-1577. The accounts are held by the recordkeeper, Prinicipal Life Insurance Company. Have your Social Security number and dates of employment ready.
What is the Plan Professionals 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (732) 758-1577.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Plan Professionals and does not hold accounts. Not financial advice. Report a correction