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Original filing (PDF)20251015233757NAL0006025729001
PESG, LLC DBA, PROFESSIONAL EDUCATION SERVICES GROUP, LLC
Form 5500
FILING_RECEIVED
PESG, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~486 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,752
Accounts w/ balance
14,939
Plan assets (EOY)
$22.5M
Net assets (EOY)
$22.5M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 486 bps in Schedule C fees — 1577% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PESG, LLC DBA, PROFESSIONAL EDUCATION SERVICES GROUP, LLC.
Plan sponsor
Name
PESG, LLC DBA, PROFESSIONAL EDUCATION SERVICES GROUP, LLC
EIN
20-2733146
Address
8471 ROCKY FORK ROAD · SMYRNA, TN · 37167
Phone
(855) 747-8233
Industry
Admin Support & Waste Mgmtsee all
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
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
MILLER CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREFERRED RESOURCE SOLUTIONS | 27-3254630 | GRAND RAPIDS, MI | CONSULTANT | $460K | — |
| ROCKEFELLER FINANCIAL LLC | 82-3226180 | — | ADVISORY | $14K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER CPA, PLLC | 82-1430242 | — | AUDITOR | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $612K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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