How big is Pervinco Financial Advisors LLC's plan?

Pervinco Financial Advisors LLC's plan reported $135K in assets and 1 participants for 2024.

Original filing (PDF)20250610124626NAL0014810193001

Pervinco Financial Advisors LLC

Name: Pervinco Financial Advisors LLC — Pervinco Financial, Form 5500 (2024)
Creator: Pervinco Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pervinco Financial Advisors

401(k) retirement plan · Pervinco Financial Advisors LLC's Pervinco Financial Advisors held $135K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

People on this filing

Shirley Horner signed Pervinco Financial Advisors LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Pervinco Financial Advisors LLC's EIN is 20-2548116.

EIN 20-2548116

Plan number 001

Plan year 2024

ACK ID 20250610124626NAL0014810193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pervinco Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pervinco Financial Advisors LLC'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 PERVINCO FINANCIAL ADVISORS LLC.

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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