How big is Performance Technical Document's plan?

Performance Technical Document's plan reported $187K in assets and 15 participants for 2025.

Original filing (PDF)20260511075923NAL0004690451001

Performance Technical Document

Name: Performance Technical Document — Performance, Form 5500 (2025)
Creator: Performance Technical Document
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Performance Technical Document 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Performance Technical Document's Performance Technical Document 401(k) Profit Sharing Plan & Trust held $187K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$187K

Net assets (EOY)

$187K

Plan identifiers

Performance Technical Document's EIN is 27-2690955.

EIN 27-2690955

Plan number 001

Plan year 2025

ACK ID 20260511075923NAL0004690451001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Performance Technical Document from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Performance Technical Document's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERFORMANCE TECHNICAL DOCUMENT.

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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

Knocking points off