Back to filter
Original filing (PDF)20250922065012NAL0011746962001
PROJECT MANAGEMENT SOLUTIONS, INC.
Form 5500-SF
FILING_RECEIVED
PM SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
56
Accounts w/ balance
33
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
86
/ 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
80
Knocking points off
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROJECT MANAGEMENT SOLUTIONS, INC..
Plan sponsor
Name
PROJECT MANAGEMENT SOLUTIONS, INC.
EIN
31-1455824
Address
P.O. BOX 819 · SPRINGBORO, OH · 45066
Phone
(513) 422-2464
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
2025-09-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
PREVENTION RESEARCH INSTITUTE, INC.
PREVENTION RESEARCH INSTITUTE, INC. 403(B) PLAN
$3.4M · 12 participants
PARTNERS IN FINANCIAL PLANNING, LLC
PARTNERS IN FINANCIAL PLANNING, LLC 401(K) PLAN
$3.4M · 13 participants
ARCHAEOLOGICAL AND HISTORICAL SERVICES, INC.
ARCHAEOLOGICAL AND HISTORICAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
$3.4M · 28 participants
FLOW-TECHNICS, INC.
FLOW-TECHNICS, INC. SAFE HARBOR 401(K) PLAN
$3.4M · 10 participants
ARTERA, INC.
ARTERA 401(K) PLAN
$3.4M · 90 participants
CYBERVANCE, INC.
CYBERVANCE, INC. 401(K) PLAN
$3.4M · 33 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants