How big is PEPM Group PLLC's plan?

PEPM Group PLLC's plan reported $246K in assets and 16 participants for 2025.

Original filing (PDF)20260423141818NAL0010177634001

PEPM Group PLLC

Name: PEPM Group PLLC — PEPM Group PLLC 401(k) Profit, Form 5500 (2025)
Creator: PEPM Group PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PEPM Group PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · PEPM Group PLLC's PEPM Group PLLC 401(k) Profit Sharing Plan & Trust held $246K in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$246K

Net assets (EOY)

$246K

People on this filing

Edward Rojas signed PEPM Group PLLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

PEPM Group PLLC's EIN is 27-3418947.

EIN 27-3418947

Plan number 001

Plan year 2025

ACK ID 20260423141818NAL0010177634001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for PEPM Group PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

PEPM Group PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEPM GROUP PLLC.

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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