Institutional
    SEC Registered

    Nppg Plan Professionals, LLC

    Registered investment advisor · Shrewsbury, New Jersey · CRD #324646

    Assets Under Management
    $6.3B
    Client Accounts
    64
    Employees
    2
    CRD Number
    324646
    Registration
    SEC Registered
    Custodian
    Transamerica Capital, Llc, Principal Securities, Inc., Lincoln Investment Planning, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Nppg Plan Professionals, LLC

    National Professional Planning Group, Inc. - NPPG and its affiliate companies offer full-service employee benefit consulting, retirement planning, actuarial consulting and ERISA fiduciary services. NPPG handles more than $8 billion in assets and more than 7,000 plans for clients nationwide. A full suite of compliance services include Affordable Care Act (ACA) consulting, ERISA 3(16) administrative fiduciary services, retirement plan third party administration including Multiple Employer Plans (M

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Nppg Plan Professionals, LLC

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    Frequently Asked Questions

    What is Nppg Plan Professionals, LLC's AUM?

    Nppg Plan Professionals, LLC reports approximately $6.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Nppg Plan Professionals, LLC headquartered?

    Nppg Plan Professionals, LLC is headquartered in Shrewsbury, New Jersey.

    What is Nppg Plan Professionals, LLC's CRD number?

    Nppg Plan Professionals, LLC's CRD number is 324646. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Nppg Plan Professionals, LLC manage?

    Nppg Plan Professionals, LLC manages approximately 64 client accounts according to its latest SEC filing.

    Is Nppg Plan Professionals, LLC SEC registered?

    Yes, Nppg Plan Professionals, LLC is registered with the SEC as an investment adviser with an approved registration status.

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