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Original filing (PDF)20251014094847NAL0001194323001
PM HOLDINGS US, INC.
Form 5500
FILING_RECEIVED
PM GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
106
Accounts w/ balance
142
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: PIMCO STABLE INCOME FUND CLASS 1 (no filing on disk)]" is 100% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PM HOLDINGS US, INC..
Plan sponsor
Name
PM HOLDINGS US, INC.
EIN
27-3245979
Address
200 SUMMIT DRIVE, SUITE 105 · BURLINGTON, MA · 01803
Phone
(781) 262-0816
Industry
All Other Professional Services· 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ANSTISS & CO., PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Investments
1 pooled fund· $104K(1% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO STABLE INCOME FUND CLASS 1 SEI TRUST COMPANY · EIN 45-4313627 / PN 001 | Common Collective Trust | — | — | $104K | 0.8% |
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