Original filing (PDF)20251013133138NAL0003050994001

PENSION FUND EVALUATIONS INC.

Name: PENSION FUND EVALUATIONS INC. — PENSION FUND EVALUATIONS INC.401(K), Form 5500 (2024)
Creator: PENSION FUND EVALUATIONS INC.

Form 5500-SF

FILING_RECEIVED

PENSION FUND EVALUATIONS INC.401(K)

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$450K

Net assets (EOY)

$450K

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).

Decision-maker contacts

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

Plan sponsor

Name

PENSION FUND EVALUATIONS INC.

EIN

11-2503982all filings

Address

2450 MIDDLE COUNTRY RD · CENTEREACH, NY · 11720

Phone

(631) 585-8282

Industry