Original filing (PDF)20250721101743NAL0003400642001

THE PRIVATE INVESTMENT GROUP, INC.

Name: THE PRIVATE INVESTMENT GROUP, INC. — THE PRIVATE INVESTMENT GROUP 401(K)/PS PLAN, Form 5500 (2024)
Creator: THE PRIVATE INVESTMENT GROUP, INC.

Form 5500-SF

FILING_RECEIVED

THE PRIVATE INVESTMENT GROUP 401(K)/PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$785K

Net assets (EOY)

$785K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE PRIVATE INVESTMENT GROUP, INC.

EIN

31-1466134all filings

Address

800 EAST FRANKLIN STREET · CENTERVILLE, OH · 45459

Phone

(937) 434-0500

Industry

Finance & Insurancesee all

Plan administrator