NPPG Plan Professionals provides pension consulting, selecting other managers and educational seminars.
NPPG Plan Professionals reports 64 pension and profit-sharing plans. Of its assets, 96.5% ($6.06B across 41 accounts) are managed with discretion; $219M across 23 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Pension and profit-sharing plans | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pension and profit-sharing plans | 64 | $6.27B | 100.0% | $98M |
| Total | 64 | $6.27B | 100% | $98M |
- Clients
- 64
- Regulatory AUM
- $6.27B
- AUM share
- 100.0%
- Avg. per client
- $98M
Total
- Clients
- 64
- Regulatory AUM
- $6.27B
- AUM share
- 100%
- Avg. per client
- $98M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
NPPG Plan Professionals is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Ice Investment Holdings, LLC owns 75% or more of NPPG Plan Professionals and is in turn owned by Salerno Family Trust (75% or more). The leadership team of NPPG Plan Professionals includes President Michael Salerno and Chief Compliance Officer Gregory Woods. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of NPPG Plan Professionals, LLC
Ice Investment Holdings, LLC
Control person · since December 2022
- Owns 75% or more of Ice Investment Holdings, LLC
Salerno Family Trust
Control person · since December 2022
Leonora Salerno-Bossie
Trustee · Control person · since December 2022
NPPG Plan Professionals’ regulatory assets grew Infinity× from $0 (August 2023) to $6.27B (May 2026); clients rose from 15 to 64 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $6.27B | 64 | 2 | 2 |
| Mar 2025March 2025 | $4.55B | 53 | 2 | 2 |
| Mar 2024March 2024 | $3.18B | 33 | 2 | 2 |
| Aug 2023August 2023 | $0 | 15 | 2 | 2 |
Besides its headquarters, NPPG Plan Professionals has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
New Jersey · 1 listed address
- 494 Sycamore Avenue, Suite 100, ShrewsburyHQ
Contact and registration details
- Legal name
- NPPG Plan Professionals, LLC
- Headquarters
- 494 Sycamore Avenue, Suite 100, Shrewsbury, NJ 07702
- Website
- nppg.com
- Phone
- 732-758-1577
- SEC file
- 801-127600
- Structure
- New Jersey LLC
- Fiscal year end
- December
NPPG Plan Professionals’ named custodians for separately managed accounts are Principal Securities ($2.67B, 49%), Transamerica Capital ($2.19B, 40%) and Lincoln Investment Planning ($615M, 11%). NPPG Plan Professionals does not have custody of client assets.
- Transamerica CapitalTransamerica Capital, LLC · Denver, CO · $2.19B40%
- Principal SecuritiesPrincipal Securities, Inc. · Des Moines, IA · $2.67B49%
- Lincoln Investment PlanningLincoln Investment Planning, LLC · Fort Washington, PA · $615M11%
At year end, NPPG Plan Professionals’ separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
- Registered funds67%
- Pooled vehicles33%
How many clients does NPPG Plan Professionals have?
NPPG Plan Professionals has 64 clients and manages $6.27 billion for them, as of May 2026. They include 64 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 May 2026
What services does NPPG Plan Professionals offer?
NPPG Plan Professionals provides pension consulting, selecting other managers and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does NPPG Plan Professionals use?
NPPG Plan Professionals’ separately managed account assets are held at Principal Securities, Inc. (Des Moines, IA), with $2.67B, Transamerica Capital, LLC (Denver, CO), with $2.19B and Lincoln Investment Planning, LLC (Fort Washington, PA), with $615M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 May 2026
How many financial advisors does NPPG Plan Professionals have?
NPPG Plan Professionals has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does NPPG Plan Professionals invest in?
At the end of its last fiscal year, NPPG Plan Professionals’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs) and 33% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns NPPG Plan Professionals?
NPPG Plan Professionals’ direct owner is Ice Investment Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 May 2026
How does NPPG Plan Professionals get paid?
NPPG Plan Professionals is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact NPPG Plan Professionals?
NPPG Plan Professionals’ main office is at 494 Sycamore Avenue, Suite 100, Shrewsbury, NJ 07702. Its phone number is 732-758-1577. Its website is nppg.com.