Original filing (PDF)20260511080937NAL0007178192001

PPS Pension & Financial Services, Inc.

Name: PPS Pension & Financial Services, Inc. — Form 5500 Plan 001 (2025)
Creator: PPS Pension & Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PPS Pension & Financial Services 401(k) Plan

401(k) retirement plan · PPS Pension & Financial Services, Inc.'s PPS Pension & Financial Services 401(k) Plan held $2.5M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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.

Decision-maker contacts

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

Plan sponsor

Name

PPS PENSION & FINANCIAL SERVICES, INC.

EIN

16-1062503all filings

Address

8660 SHERIDAN DRIVE · WILLIAMSVILLE, NY · 14221

Phone

(716) 204-0170

Industry

Finance & Insurance

Plan administrator