SourcingSourcing

NPPG PLAN PROFESSIONALS, LLC

C41
CRD 324646·SEC 801-127600·SHREWSBURY, NJ
AUM
$6.27B
$1B+
Est. Revenue
$62.7M
@ 1% on AUM
Est. EBITDA
$18.8M
@ 30% margin
Est. Deal Value
$150.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NPPG PLAN PROFESSIONALS, LLC
CRD
324646
SEC file #
801-127600
EIN
—
DBA names
—

Economics

AUM
$6.27B
AUM band
$1B+
AUM trajectory
'25'26
$4.55B → $6.27B▲ +38%
Client mix
Pension Profit Sharing Plans64

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
SHREWSBURY NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consultingSelection of other advisersEducational Seminars WorkshopsOther Advisory Services
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
nppg.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ICE INVESTMENT HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ICE INVESTMENT HOLDINGS, LLC
SALERNO, MICHAEL, MARTIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NPPG.COM
Rdap Domain Creation Date
2000-06-06T12:00:13Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Compensation
1,865,784
Form 5500 Compensation Trajectory 3y
20251,865,784
Form 5500 Plan Count Trajectory 3y
20258
Schedule C Total Compensation
1,865,784
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5388
Soi Zip Pct 200k Plus
0.3058
Soi Zip Returns 200k Plus
630
Soi Zip Total AGI
422,983
Fdic Zip Total Deposits
11,281,463,000
Fdic Zip Branch Count
138
Fdic Zip Top Banks
Valley National Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Shrewsbury State BankShrewsbury, NJ
Shrewsbury State BankShrewsbury, NJ
Fdic Zip HHI
1321.29
Fdic Zip Top Bank Share Pct
26.03
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-06T12:00:13Z
Rdap Domain Last Changed
2025-05-27T13:43:23Z
Rdap Nameservers
Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI4,228
Returns420
Stub 2
AGI6,833
Returns180
Stub 3
AGI11,348
Returns180
Soi Zip Total Business Income
17,691
Soi Zip Total Cap Gains
15,956
Soi Zip Total Dividends
15,769
Soi Zip Total Returns
2060
Trust Company Affiliate
No

People (2)

2
WOODS, GREGORY, BRIAN
IAR · Executive Officer · 2.5%
2911439
SALERNO, MICHAEL, MARTIN
IAR · Executive Officer · 2.5%
2553510