Original filing (PDF)20250601180047NAL0025115858001

PPS ADVISORS INC

Name: PPS ADVISORS INC — Form 5500 (2024)
Creator: PPS ADVISORS INC

Form 5500-SF

FILING_RECEIVED

PPS ADVISORS INC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$640K

Net assets (EOY)

$640K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PPS ADVISORS INC.

Plan sponsor

Name

PPS ADVISORS INC

EIN

27-1846548all filings

Address

4250 VETERANS MEMORIAL HWY · HOLBROOK, NY · 11741

Phone

(631) 439-4600

Industry

Finance & Insurancesee 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

2025-06-01

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 Finance & Insurance plans

SOLOMON FINANCIAL GROUP, INC.

SOLOMON FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN

$640K · 4 participants

STARK CIRCLE LLC DBA D'ENTREMONT WEALTH MANAGEMENT

D'ENTREMONT WEALTH MANAGEMENT 401(K) PLAN

$640K · 17 participants

STRATEGIC FINANCIAL SERVICES COR

SFS 401(K)/PS PLAN

$640K · 5 participants

DECKER WEALTH MANAGEMENT LLC

DECKER WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

$640K · 9 participants

SCHMITT WEALTH ADVISERS LLC

SCHMITT WEALTH ADVISERS LLC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.