How big is Pension Plan Specialists, PC's plan?

Pension Plan Specialists, PC's plan reported $10.7M in assets and 59 participants for 2024.

Original filing (PDF)20251013140427NAL0003177330001

Pension Plan Specialists, PC

Name: Pension Plan Specialists, PC — Pension Plan, Form 5500 (2024)
Creator: Pension Plan Specialists, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pension Plan Specialists 401(k) Profit Sharing Plan

401(k) retirement plan · Pension Plan Specialists, PC's Pension Plan Specialists 401(k) Profit Sharing Plan held $10.7M in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

People on this filing

Joseph BURT signed Pension Plan Specialists, PC's 2024 Form 5500 as plan administrator.

Joseph BURT — 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

Pension Plan Specialists, PC's EIN is 26-1570786.

EIN 26-1570786

Plan number 001

Plan year 2024

ACK ID 20251013140427NAL0003177330001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pension Plan Specialists, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pension Plan Specialists, PC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENSION PLAN SPECIALISTS, PC.

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Plan health score

Above-average plan

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