How big is PDM Specialists, LLC's plan?

PDM Specialists, LLC's plan reported $553K in assets and 8 participants for 2024.

Original filing (PDF)20250917050751NAL0000306706001

PDM Specialists, LLC

Name: PDM Specialists, LLC — PDM Specialists LLC 401(k), Form 5500 (2024)
Creator: PDM Specialists, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PDM Specialists LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · PDM Specialists, LLC's PDM Specialists LLC 401(k) Profit Sharing Plan & Trust held $553K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$553K

Net assets (EOY)

$553K

People on this filing

Scott Mercer signed PDM Specialists, LLC's 2024 Form 5500 as plan administrator.

Scott Mercer — 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

PDM Specialists, LLC's EIN is 20-4008967.

EIN 20-4008967

Plan number 001

Plan year 2024

ACK ID 20250917050751NAL0000306706001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PDM Specialists, 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 PDM SPECIALISTS, 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