How big is Pension Resource Institute, LLC's plan?

Pension Resource Institute, LLC's plan reported $2.0M in assets and 11 participants for 2024.

Original filing (PDF)20250714081355NAL0000555523001

Pension Resource Institute, LLC

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

Form 5500-SF

FILING_RECEIVED

Pension Resource Institute, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Pension Resource Institute, LLC's Pension Resource Institute, LLC 401(k) Profit Sharing Plan held $2.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Pension Resource Institute, LLC's EIN is 27-4205324.

EIN 27-4205324

Plan number 001

Plan year 2024

ACK ID 20250714081355NAL0000555523001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pension Resource Institute, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENSION RESOURCE 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score