How big is President Asset Group LLC's plan?

President Asset Group LLC's plan reported $3.2M in assets and 11 participants for 2025.

Original filing (PDF)20260401110600NAL0001157009001

President Asset Group LLC

Name: President Asset Group LLC — TONE YEE Investments &, Form 5500 (2025)
Creator: President Asset Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TONE YEE Investments & Developments 401(k) Plan

401(k) retirement plan · President Asset Group LLC's TONE YEE Investments & Developments 401(k) Plan held $3.2M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

President Asset Group LLC's EIN is 33-0941901.

EIN 33-0941901

Plan number 001

Plan year 2025

ACK ID 20260401110600NAL0001157009001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

President Asset Group LLC's plan includes a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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