No issues reportedNew plan
Plan Professionals, LLC
85-3213245· Shrewsbury, NJ· NPPG FIDUCIARY SERVICES· 2025 filing· vs 1,737 plans your size in your industry
NEW
Not graded
New plan status
New plan — not graded until a full filing year is available.
–
Fees
–
Financial Wellness
C
Plan design
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Compliance
Fees
Not graded for a new plan because the first filing does not disclose reliable ongoing fees.
Financial Wellness
Not graded until the plan has a full year of contribution and balance history.
Plan design
The employer contributes through profit sharing rather than a standard match.
Employer contributes via profit sharing
No standard match, but the employer puts money in through profit sharing. Often a flat percentage to everyone, which works like a match for employees.
Automatic enrollment
New hires are enrolled by default. Plans with auto-enroll see much higher participation.
Safe harbor not reported
The filing does not establish whether this plan uses a safe harbor design, so it does not affect the grade.
Default investment (QDIA)
Employees who never pick investments land in a sensible default, usually a target-date fund, instead of cash.
No brokerage window
Employees can only invest through the plan's core fund menu. A brokerage window opens the wider market for people who want more control.
Compliance & health
No issues are reported, but a first filing is too early for a compliance grade.
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NPPG FIDUCIARY SERVICES
No provider notes available.
Key insights
- This is an initial filing. Fees, financial wellness, and a clean compliance record need a full filing year before they can be graded.
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