How big is Pension Fund Evaluations Inc.'s plan?

Pension Fund Evaluations Inc.'s plan reported $450K in assets and 1 participants for 2024.

Original filing (PDF)20251013133138NAL0003050994001

Pension Fund Evaluations Inc.

Name: Pension Fund Evaluations Inc. — Pension Fund, Form 5500 (2024)
Creator: Pension Fund Evaluations Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pension Fund Evaluations Inc.401(k)

401(k) retirement plan · Pension Fund Evaluations Inc.'s Pension Fund Evaluations Inc.401(k) held $450K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$450K

Net assets (EOY)

$450K

People on this filing

GREG Philipps signed Pension Fund Evaluations Inc.'s 2024 Form 5500 as plan administrator.

GREG Philipps — 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 Fund Evaluations Inc.'s EIN is 11-2503982.

EIN 11-2503982

Plan number 001

Plan year 2024

ACK ID 20251013133138NAL0003050994001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pension Fund Evaluations Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

PENSION FUND EVALUATIONS INC.

EIN

all filings

Address

2450 MIDDLE COUNTRY RD · CENTEREACH, NY · 11720

Phone

(631) 585-8282

Industry

Finance & Insurance

Plan administrator