How big is Pelletier Financial Group, LLC's plan?

Pelletier Financial Group, LLC's plan reported $1.9M in assets and 4 participants for 2025.

Original filing (PDF)20260519105337NAL0000666019001

Pelletier Financial Group, LLC

Name: Pelletier Financial Group, LLC — PFG LLC 401(k) Plan, Form 5500 (2025)
Creator: Pelletier Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PFG LLC 401(k) Plan

401(k) retirement plan · Pelletier Financial Group, LLC's PFG LLC 401(k) Plan held $1.9M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Gary Pelletier signed Pelletier Financial Group, LLC's 2025 Form 5500 as plan administrator.

Gary Pelletier — 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

Pelletier Financial Group, LLC's EIN is 20-5466395.

EIN 20-5466395

Plan number 001

Plan year 2025

ACK ID 20260519105337NAL0000666019001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pelletier Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pelletier Financial Group, 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 PELLETIER FINANCIAL GROUP, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

PELLETIER FINANCIAL GROUP, LLC

EIN

all filings

Address

39 SIMON STREET, UNIT 1 · NASHUA, NH · 03060

Phone

(603) 889-8800

Industry

Finance & Insurance

Plan administrator