Original filing (PDF)20250528145025NAL0012335968001

PROFESSIONAL FINANCIAL MANAGEMENT, INC.

Name: PROFESSIONAL FINANCIAL MANAGEMENT, INC. — PROFESSIONAL FINANCIAL MANAGEMENT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: PROFESSIONAL FINANCIAL MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

PROFESSIONAL FINANCIAL MANAGEMENT, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$943K

Net assets (EOY)

$943K

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.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PROFESSIONAL FINANCIAL MANAGEMENT, INC.

EIN

20-5297833

Address

107 W MAIN ST · LITTLE CHUTE, WI · 54140

Phone

(920) 687-2600

Industry

Finance & Insurancesee all

Plan administrator