How big is Promotion Optimization Institute, LLC's plan?

Promotion Optimization Institute, LLC's plan reported $2.7M in assets and 4 participants for 2024.

Original filing (PDF)20250918150832NAL0002009523001

Promotion Optimization Institute, LLC

Name: Promotion Optimization Institute, LLC — Promotion, Form 5500 (2024)
Creator: Promotion Optimization Institute, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Promotion Optimization Institute, LLC Cash Balance Plan

Defined-benefit pension plan · Promotion Optimization Institute, LLC's Promotion Optimization Institute, LLC Cash Balance Plan held $2.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Promotion Optimization Institute, LLC's EIN is 27-3740746.

EIN 27-3740746

Plan number 003

Plan year 2024

ACK ID 20250918150832NAL0002009523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Promotion Optimization Institute, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Promotion Optimization Institute, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROMOTION OPTIMIZATION INSTITUTE, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score