Plan Professionals 401(k) match, vesting and fees
What Plan Professionals' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions, | Schedule C ↗ |
| Independent auditor | Templeton & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2021 medians for 229 defined-contribution plans in administrative, support and waste management services with 1,000 to 4,999 participants.
| Plan Professionals: employer contribution per participant | $2,186 | |
| Peer median | $1,308 |
| Plan Professionals: average balance | $38,662 | |
| Peer median | $38,608 |
| Plan Professionals: admin expenses ÷ assets | 0.55% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $166M at the end of plan year 2021.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2021 | 5,580 | $166M | $9.4M | $2,186 | 0.55% | Not published | Form 5500 ↗ |
Common questions
Does Plan Professionals match 401(k) contributions?
The match terms for the Ez(K) Flex Pep have not been published from its filing yet. The plan year 2021 filing reports $9.4M in employer contributions, about $2,186 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Plan Professionals 401(k) match vested?
The vesting schedule for the Ez(K) Flex Pep is not in the data published so far. Your Summary Plan Description states it.
Who manages the Plan Professionals 401(k)?
The recordkeeper listed on Schedule C of the plan year 2021 filing is Transamerica Retirement Solutions,. The plan administrator is Plan Professionals, LLC.
I left Plan Professionals. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Plan Professionals, LLC, (732) 758-1577) or the recordkeeper, Transamerica Retirement Solutions,. The Plan Professionals old 401(k) page lists the contacts from every plan filing. Find an old Plan Professionals 401(k)
Data from the public Form 5500 annual reports Plan Professionals filed with the U.S. Department of Labor (plan years 2021) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Plan Professionals. Not financial advice. Report a correction · Methodology