How big is Performance Management Group, LLC's plan?

Performance Management Group, LLC's plan reported $5.1M in assets and 127 participants for 2023.

Original filing (PDF)20240612120528NAL0051910048001

Performance Management Group, LLC

Name: Performance Management Group, LLC — Performance, Form 5500 (2023)
Creator: Performance Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Performance Management Group 401(k) Plan

401(k) retirement plan · Performance Management Group, LLC's Performance Management Group 401(k) Plan held $5.1M in plan assets for 127 participants in 2023.

Signals · 1

No auditor on file

Active participants

127

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Jim Poston signed Performance Management Group, LLC's 2023 Form 5500 as plan administrator.

Jim Poston — 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

Performance Management Group, LLC's EIN is 20-0246040.

EIN 20-0246040

Plan number 001

Plan year 2023

ACK ID 20240612120528NAL0051910048001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Performance Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Performance Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score