How big is Pension Professionals' plan?

Pension Professionals' plan reported $1.8M in assets and 8 participants for 2024.

Original filing (PDF)20250731112721NAL0005174881001

Pension Professionals

Name: Pension Professionals — Pension Professionals 401(k), Form 5500 (2024)
Creator: Pension Professionals
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pension Professionals 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Pension Professionals' Pension Professionals 401(k) Profit Sharing Plan and Trust held $1.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Roland Gagne signed Pension Professionals' 2024 Form 5500 as plan administrator.

Roland Gagne — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pension Professionals' EIN is 01-0497791.

EIN 01-0497791

Plan number 002

Plan year 2024

ACK ID 20250731112721NAL0005174881001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pension Professionals from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pension Professionals' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENSION PROFESSIONALS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off