How big is Professional Financial Management, Inc.'s plan?

Professional Financial Management, Inc.'s plan reported $1.2M in assets and 4 participants for 2025.

Original filing (PDF)20260428134922NAL0015639232001

Professional Financial Management, Inc.

Name: Professional Financial Management, Inc. — Form 5500 Plan 001 (2025)
Creator: Professional Financial Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Professional Financial Management, Inc. 401(k) Plan

401(k) retirement plan · Professional Financial Management, Inc.'s Professional Financial Management, Inc. 401(k) Plan held $1.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Professional Financial Management, Inc.'s EIN is 20-5297833.

EIN 20-5297833

Plan number 001

Plan year 2025

ACK ID 20260428134922NAL0015639232001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Professional Financial Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Professional Financial Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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