Plan Professionals, LLC 401(k) plans
22 retirement plans filed by Plan Professionals, LLC from 2021 to 2025: 11 still file, 10 moved their money into another plan and 1 ended. Its plans still hold money for 2,139 people who left (2024 reports).
Worked at Plan Professionals, LLC?
Enter your years. We show which plan covered you, where its money went, who to call, and draft a free letter to the plan. No Social Security number.
Its plans
Successwise Pooled Employer Plan
401(k) · filed 2022 to 2024 · up to 77,246 people · employer ID 85-3213245, plan 314 · 7,443 who left still in the plan (2024)
In 2024, its money moved into the Curry Investment Company 401(k) Plan.
Records then: Prinicipal Life Insurance Company, per the 2024 report.
Isolved 401-k Plan
401(k) · filed 2022 to 2024 · up to 51,743 people · employer ID 85-3213245, plan 310 · 4,155 who left still in the plan (2024)
In 2022, its money moved into the Institute for Racial Equity and Excellence 401(k) Plan.
Records then: Transamerica, per the 2024 report.
Open Pep
401(k) · filed 2022 to 2024 · up to 20,927 people · employer ID 85-3213245, plan 301 · 2,081 who left still in the plan (2024)
In 2023, its money moved into the Green Apple School Management 401(k) Profit Sharing Plan & Trust.
Records then: Nppg Plan Professionals, per the 2024 report.
Agc Select 401(k) Pep
401(k) · filed in 2024 · up to 19,193 people · employer ID 85-3213245, plan 002 · 3,434 who left still in the plan (2024)
In 2024, its money moved into the Another Plan.
Records then: Nppg Plan Professionals LLC, per the 2024 report.
Buildwise
401(k) · filed 2022 to 2024 · up to 16,629 people · employer ID 85-3213245, plan 333 · 2,685 who left still in the plan (2024)
In 2023, its money moved into the Another Plan.
Records then: Transamerica, per the 2024 report.
Your 401(k) Plan
401(k) · filed 2022 to 2024 · up to 8,694 people · employer ID 85-3213245, plan 305 · 763 who left still in the plan (2024)
Still files every year.
Accruewise Pep
401(k) · filed 2022 to 2024 · up to 7,428 people · employer ID 85-3213245, plan 334 · 716 who left still in the plan (2024)
In 2024, its money moved into the Another Plan.
Records then: Transamerica, per the 2024 report.
America's Healthcare Employee Retirement Pep
401(k) · filed 2022 to 2024 · up to 6,527 people · employer ID 85-3213245, plan 308 · 124 who left still in the plan (2024)
Still files every year.
Records: Transamerica, 800-401-8726 (Participant line, reps weekdays 8am-8pm ET; per the 2024 report)
Ez(k) Flex Pep
401(k) · filed in 2021 · up to 5,580 people · employer ID 20-1816581, plan 333 · 1,049 who left still in the plan (2021)
In 2022, its money moved into the Buildwise.
Records then: Transamerica, per the 2021 report.
Premier 401(k) Pooled Employer Plan
401(k) · filed 2022 to 2024 · up to 5,366 people · employer ID 85-3213245, plan 311 · 94 who left still in the plan (2024)
Still files every year.
Records: Transamerica, 800-401-8726 (Participant line, reps weekdays 8am-8pm ET; per the 2024 report)
Nppg Retirement Select 100+pep
401(k) · filed 2023 to 2024 · up to 4,398 people · employer ID 85-3213245, plan 322 · 102 who left still in the plan (2024)
Still files every year.
Pep Smart National Pooled Employer Plan
401(k) · filed 2022 to 2024 · up to 3,915 people · employer ID 85-3213245, plan 003 · 690 who left still in the plan (2024)
In 2024, its money moved into the Catalyst 401(k) Pep.
Records then: Empower, per the 2024 report.
Open Pep 2
401(k) · filed 2023 to 2024 · up to 3,558 people · employer ID 85-3213245, plan 320 · 495 who left still in the plan (2024)
Still files every year.
Records then: Nppg Plan Professionals LLC, per the 2024 report.
The Argent Wealth Pep
401(k) · filed in 2024 · up to 2,114 people · employer ID 85-3213245, plan 325 · 348 who left still in the plan (2024)
In 2024, its money moved into the Another Plan.
Records then: Pinnacle Financial Services, Inc., per the 2024 report.
Retirement Path Pooled Employer Plan
401(k) · filed 2022 to 2024 · up to 1,033 people · employer ID 85-3213245, plan 304 · 243 who left still in the plan (2024)
Still files every year.
Records: Voya, 800-584-6001 (Existing plan participants, weekdays 8am-9pm ET; per the 2024 report)
Ezchoice 401(k) Pooled Employer Plan
401(k) · filed 2022 to 2024 · up to 1,023 people · employer ID 85-3213245, plan 306 · 115 who left still in the plan (2024)
Still files every year.
Records: Transamerica, 800-401-8726 (Participant line, reps weekdays 8am-8pm ET; per the 2024 report)
Catalyst 401(k) Pep
401(k) · filed in 2024 · up to 625 people · employer ID 85-3213245, plan 330 · 140 who left still in the plan (2024)
Still files every year.
Total Retirement Solutions Pooled Employer Plan
401(k) · filed 2023 to 2024 · up to 319 people · employer ID 85-3213245, plan 315 · 51 who left still in the plan (2024)
Still files every year.
Liberty Retirement Pooled Employer Plan
401(k) · filed 2023 to 2024 · up to 226 people · employer ID 85-3213245, plan 303
In 2024, its money moved into the Ezchoice 401(k) Pooled Employer Plan.
Records then: Transamerica, per the 2024 report.
Employer Flexible 401(k) Pep
401(k) · filed 2022 to 2024 · up to 173 people · employer ID 85-3213245, plan 313 · 12 who left still in the plan (2024)
Still files every year.
Bks Pooled Employer Plan
401(k) · filed 2021 to 2023 · up to 41 people · employer ID 85-3213245, plan 003 · 5 who left still in the plan (2023)
Stopped filing after 2023 without a final report.
Summit Savings Pep
401(k) · filed in 2025 · up to 0 people · employer ID 85-3213245, plan 339
Still files every year.
Questions
Who do I call about an old Plan Professionals, LLC retirement plan?
Transamerica keeps the records of the America's Healthcare Employee Retirement Pep: 800-401-8726. Voya keeps the records of the Retirement Path Pooled Employer Plan: 800-584-6001. Have your years there ready. They will check who you are, so share personal numbers only on a call you placed yourself.
What happened to Plan Professionals, LLC's older plans?
The Successwise Pooled Employer Plan: In 2024, its money moved into the Curry Investment Company 401(k) Plan. The Isolved 401-k Plan: In 2022, its money moved into the Institute for Racial Equity and Excellence 401(k) Plan. The Open Pep: In 2023, its money moved into the Green Apple School Management 401(k) Profit Sharing Plan & Trust. Accounts move with the money, so ask the plan that received it.
Can money still be in an old Plan Professionals, LLC plan that ended?
Yes. A plan that ends must pay out or move every account, but people who moved or never answered can be missed. The plan's last company, an IRA provider it used, PBGC or your state's unclaimed property office may hold it. The free search shows which, for your years.
What kinds of retirement plans did Plan Professionals, LLC have?
Its filings show 401(k) plans, filed 2021 to 2025.
Sources: 52 annual reports filed with the U.S. Department of Labor (Form 5500), 2021 to 2025; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 20-1816581, 85-3213245. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Plan Professionals, LLC or the government.