How big is Pension Performance, Inc.'s plan?

Pension Performance, Inc.'s plan reported $2.6M in assets and 7 participants for 2024.

Original filing (PDF)20251008111301NAL0005747649001

Pension Performance, Inc.

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

Form 5500-SF

FILING_RECEIVED

Pension Performance, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Pension Performance, Inc.'s Pension Performance, Inc. 401(k) Profit Sharing Plan held $2.6M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Joyce Raupach signed Pension Performance, Inc.'s 2024 Form 5500 as plan administrator.

Joyce Raupach — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pension Performance, Inc.'s EIN is 36-4136186.

EIN 36-4136186

Plan number 001

Plan year 2024

ACK ID 20251008111301NAL0005747649001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pension Performance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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