· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PRIME VALUATION SERVICES INC — PRIME VALUATION SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250406141859NAL0014948609001
PRIME VALUATION SERVICES INC
Form 5500-SF
FILING_RECEIVED
PRIME VALUATION SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
10
Accounts w/ balance
1
Plan assets (EOY)
$67K
Net assets (EOY)
$67K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PRIME VALUATION SERVICES INC
.
Find decision makers
Plan sponsor
Name
PRIME VALUATION SERVICES INC
EIN
26-0777875
Address
18 COMMERCE WAY STE 7250 · WOBURN, MA · 018011137
Phone
(781) 281-1957
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
PIONEER PAIN MANAGEMENT INC
PIONEER PAIN MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST
$67K · 1 participants
ECO SERVICE LLC
ECO SERVICE LLC 401(K) PROFIT SHARING PLAN & TRUST
$67K · 141 participants
WALKER CHIROPRACTIC
WALKER CHIROPRACTIC RETIREMENT TRUST
$67K · 5 participants
RIVER RUN TRADING LLC
RIVER RUN TRADING LLC 401(K) PLAN
$67K · 3 participants
ANDRIAS SEAFOOD SPECIALTIES
ANDRIAS SEAFOOD SPECIALTIES 401(K) PROFIT SHARING PLAN & TRU
65
Knocking points off
Only 10% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$67K · 33 participants
THEOPHANY INC
THEOPHANY INC 401(K) PROFIT SHARING PLAN & TRUST
$67K · 1 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
