How big is PFM, Inc.'s plan?

PFM, Inc.'s plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20250709122539NAL0002833267001

PFM, Inc.

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

Form 5500-SF

FILING_RECEIVED

PFM, Inc. 401(k) Plan

401(k) retirement plan · PFM, Inc.'s PFM, Inc. 401(k) Plan held $2.3M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Donald J. Longo signed PFM, Inc.'s 2024 Form 5500 as plan administrator.

Donald J. Longo — 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

PFM, Inc.'s EIN is 13-3394229.

EIN 13-3394229

Plan number 002

Plan year 2024

ACK ID 20250709122539NAL0002833267001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PFM, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Plan sponsor

Name

PFM, INC.

EIN

all filings

Address

53 THOMPSON AVENUE · BABYLON, NY · 11702

Phone

(212) 735-2898

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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