Back to filter
Original filing (PDF)20231016152405NAL0038290065001
PROFESSIONAL EXAMINATION SERVICE
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR PROFESSIONAL EXAMINATION SERVICE
403(b) retirement plan
Active participants
0
Accounts w/ balance
19
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROFESSIONAL EXAMINATION SERVICE.
Plan sponsor
Name
PROFESSIONAL EXAMINATION SERVICE
EIN
23-7097173
Address
500 ACT DRIVE · IOWA CITY, IA · 522439003
Phone
(212) 367-4200
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2M · 403(b)(7) custodial accounts
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
PORTAL A LLC
PORTAL A RETIREMENT TRUST
$2.5M · 29 participants
THOMAS F. BARRETT, INC.
THOMAS F. BARRETT, INC. DEFINED BENEFIT PLAN
$2.5M · 9 participants
SCIABARRA CONSULTING CORPORATION
SCIABARRA CONSULTING CORPORATION 401(K) PROFIT SHARING PLAN
$2.5M · 7 participants
UNIVATION LLC
UNIVATION 401K PROFIT SHARING PLAN AND TRUST
$2.5M · 22 participants
ROSSMOOR COMMUNITY ASSOCIATION, INC.
THE R.C.A.I. 401(K) SAVINGS PLAN
$2.5M · 47 participants
HUESKER INC
HUESKER INC 401(K) PROFIT SHARING PLAN & TRUST
$2.5M · 54 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B