How big is Professional Evaluation Group Inc.'s plan?

Professional Evaluation Group Inc.'s plan reported $4.9M in assets and 9 participants for 2024.

Original filing (PDF)20250924125518NAL0009244323001

Professional Evaluation Group Inc.

Name: Professional Evaluation Group Inc. — Professional, Form 5500 (2024)
Creator: Professional Evaluation Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Professional Evaluation 401(k)/Profit Sharing Plan

401(k) retirement plan · Professional Evaluation Group Inc.'s Professional Evaluation 401(k)/Profit Sharing Plan held $4.9M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

James Sheehy signed Professional Evaluation Group Inc.'s 2024 Form 5500 as plan administrator.

James Sheehy — 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

Professional Evaluation Group Inc.'s EIN is 11-2607385.

EIN 11-2607385

Plan number 002

Plan year 2024

ACK ID 20250924125518NAL0009244323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Professional Evaluation Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Professional Evaluation Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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