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Original filing (PDF)20251015103753NAL0002256179001
PM CONSULTING GROUP LLC DBA VISTANT
Form 5500
FILING_RECEIVED
PM CONSULTING GROUP DBA VISTANT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
105
Accounts w/ balance
165
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PM CONSULTING GROUP LLC DBA VISTANT.
Plan sponsor
Name
PM CONSULTING GROUP LLC DBA VISTANT
EIN
26-3177349
Address
100 WEST ROAD · SUITE 300 · TOWSON, MD · 21204
Phone
(443) 917-1899
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC(USA) | 95-2755361 | — | RIA | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORD-KEEPER | $2K | — |
Investments
31 direct securities · 1 pooled fund· $12.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.1M
31 holdings
Pooled Separate Account
$6.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNTS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.1M | 98.9% | |
| Vanguard Target Retirement 2050 Pooled Separate Account NR | — | — | — | $977K | 15.9% | |
| Vanguard Target Retirement 2055 Pooled Separate Account NR | — | — | — | $834K | 13.6% | |
| Vanguard Target Retirement 2040 Pooled Separate Account NR | — | — | — | $686K | 11.2% | |
| 500 Index Fund Pooled Separate Account NR | — | — | — | $640K | 10.4% | |
| Vanguard Target Retirement 2030 Pooled Separate Account NR | — | — | — | $574K | 9.4% | |
| Vanguard Target Retirement 2060 Pooled Separate Account NR | — | — | — | $554K | 9.0% | |
| Vanguard Target Retirement 2045 Pooled Separate Account NR | — | — | — | $528K | 8.6% | |
| Vanguard Target Retirement 2065 Pooled Separate Account NR | — | — | — | $317K | 5.2% | |
| Vanguard Target Retirement 2025 Pooled Separate Account NR | — | — | — | $218K | 3.6% | |
| Vanguard Target Retirement 2035 Pooled Separate Account NR | — | — | — | $214K | 3.5% | |
| JPMorgan Large Cap Growth Fund Pooled Separate Account NR | — | — | — | $119K | 1.9% | |
| Vanguard Explorer Fund Pooled Separate Account NR | — | — | — | $70K | 1.1% | |
| Various, bearing interest from * Participant loans 4.25% to 9.50% - | — | — | — | $68K | 1.1% | |
| American Balanced Fund Pooled Separate Account NR | — | — | — | $59K | 1.0% | |
| PGIM Jennison Mid Cap Growth Fund Pooled Separate Account NR | — | — | — | $51K | 0.8% | |
| Mid Cap Index Fund Pooled Separate Account NR | — | — | — | $50K | 0.8% | |
| Invesco Oppenheimer International Growth Fund Pooled Separate Account NR | — | — | — | $22K | 0.4% | |
| DFA International Value Fund Pooled Separate Account NR | — | — | — | $22K | 0.4% | |
| Capital World Growth & Income Fund Pooled Separate Account NR | — | — | — | $19K | 0.3% | |
| American Funds New World Fund Pooled Separate Account NR 991 DFA U.S. Targeted Value Fund Pooled Separate Account NR | — | — | — | $12K | 0.2% | |
| Federated High Yield Bond Fund Pooled Separate Account NR | — | — | — | $12K | 0.2% | |
| DFA International Small Company Fund Pooled Separate Account NR | — | — | — | $12K | 0.2% | |
| Disciplined Value Fund Pooled Separate Account NR | — | — | — | $11K | 0.2% | |
| PGIM Total Return Bond Fund Pooled Separate Account NR | — | — | — | $10K | 0.2% | |
| Nuveen Small-Cap Blend Index Fund Pooled Separate Account NR | — | — | — | $10K | 0.2% | |
| AB Global Bond Fund Pooled Separate Account NR | — | — | — | $9K | 0.1% | |
| International Equity Index Fund Pooled Separate Account NR | — | — | — | $8K | 0.1% | |
| Fidelity Real Estate Index Fund Pooled Separate Account NR | — | — | — | $5K | <0.1% | |
| Harbor MidCap Value Fund Pooled Separate Account NR | — | — | — | $5K | <0.1% | |
| John Hancock Stable Value Fund Pooled Separate Account NR | — | — | — | $4K | <0.1% | |
| DFA Inflation-Protected Securities Fund Pooled Separate Account NR | — | — | — | $3K | <0.1% |
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