· 2022–2024 · DOL EFAST2

PERFORMANCE MANAGEMENT GROUP, LLC — PERFORMANCE MANAGEMENT GROUP 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20251002113940NAL0000279603001

PERFORMANCE MANAGEMENT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

PERFORMANCE MANAGEMENT GROUP 401(K) PLAN

401(k) retirement plan

Active participants

26

Accounts w/ balance

29

Plan assets (EOY)

$231K

Net assets (EOY)

$231K

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

61

Vendor & structure

100

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

PERFORMANCE MANAGEMENT GROUP, LLC

EIN

38-3951304

Address

90 INDUSTRIAL PARK RD · ALBANY, NY · 12206

Phone

(518) 435-9292

Industry

Constructionsee 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

2025-10-02

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

NEW CAPITOL STEEL INC.

NEW CAPITOL STEEL INC. RETIREMENT SAVINGS PLAN

$231K · 30 participants

AME CONSTRUCTION, LLC DBA A. EILERS CONSTRUCTION

THE CONTRACTORS RETIREMENT PLAN

$231K · 23 participants

HARTLEY WINDOW COVERINGS

HARTLEY WINDOW COVERINGS 401(K)

$231K · 10 participants

CAPITAL AIR BALANCE, INC.

401K EMPLOYEE RETIREMENT PLAN

$231K · 7 participants

ATLANTIC & CARIBBEAN ROOF CONSULTING, LLC

ATLANTIC & CARIBBEAN ROOF CONSULTING, LLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.