Original filing (PDF)20250727113356NAL0000301731001

PENSION CONSULTANTS, INC.

Name: PENSION CONSULTANTS, INC. — PENSION CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: PENSION CONSULTANTS, INC.

Form 5500-SF

FILING_RECEIVED

PENSION CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$54K

Net assets (EOY)

$54K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENSION CONSULTANTS, INC..

Plan sponsor

Name

PENSION CONSULTANTS, INC.

EIN

38-2618690

Address

28800 ORCHARD LAKE RD STE 130 · FARMINGTON HILLS, MI · 483342997

Phone

(248) 890-0258

Industry

Finance & Insurancesee 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

2025-07-27

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 providers

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