How many employer clients does National Professional Planning Grp have?

National Professional Planning Grp is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 9 states.

Who are National Professional Planning Grp's largest employer clients?

By plan participants, the largest include 1 Source Business Solutions, LLC (2,198 participants), Plan Professionals, LLC (1,634 participants) and Allpro Corporation (1,401 participants).

Where is National Professional Planning Grp located?

National Professional Planning Grp is based in Shrewsbury, NJ and has employer clients in 9 states.

Benefits Intelligence/Broker Directory/New Jersey

National Professional Planning Grp

Shrewsbury, NJ

National Professional Planning Grp of Shrewsbury, NJ is the broker of record on 12 Form 5500 Schedule A filings covering 12 employer benefit plans across 9 states, with $0 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

plan year 2025

Reported fees

$335,047

Quick answer

National Professional Planning Grp (Shrewsbury, NJ) is the broker of record for 12 employer benefit plan sponsors on 12 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does National Professional Planning Grp have?: National Professional Planning Grp is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 9 states.
Who are National Professional Planning Grp's largest employer clients?: By plan participants, the largest include 1 Source Business Solutions, LLC (2,198 participants), Plan Professionals, LLC (1,634 participants) and Allpro Corporation (1,401 participants).
Where is National Professional Planning Grp located?: National Professional Planning Grp is based in Shrewsbury, NJ and has employer clients in 9 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming National Professional Planning Grp on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
1 Source Business Solutions, LLC	UT	2,198	2025-12-31
Plan Professionals, LLC	NJ	1,634	2025-12-31
Allpro Corporation	FL	1,401	2025-12-31

9 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.