How big is PELM's plan?

PELM's plan reported $142K in assets and 62 participants for 2025.

Original filing (PDF)20260514131734NAL0016843954001

PELM

Name: PELM — PELM 401(k) Profit Sharing Plan & Trust, Form 5500 (2025)
Creator: PELM
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PELM 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · PELM's PELM 401(k) Profit Sharing Plan & Trust held $142K in plan assets for 62 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

Plan identifiers

PELM's EIN is 33-1343721.

EIN 33-1343721

Plan number 001

Plan year 2025

ACK ID 20260514131734NAL0016843954001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PELM

EIN

all filings

Address

4914 RADFORD AVE STE 211 · RICHMOND, VA · 232303545

Phone

(804) 353-0000

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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