Original filing (PDF)20251002072942NAL0000138497001

PROFESSIONAL EXAMINATION SERVI

Name: PROFESSIONAL EXAMINATION SERVI — 403(B) THRIFT PLAN FOR PROFESSIONAL EXAMINATION SERVICE, Form 5500 (2024)
Creator: PROFESSIONAL EXAMINATION SERVI

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR PROFESSIONAL EXAMINATION SERVICE

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 PROFESSIONAL EXAMINATION SERVI.

Plan sponsor

Name

PROFESSIONAL EXAMINATION SERVI

EIN

42-0841485

Address

PO BOX 28 · MOUNT VERNON, IA · 52314

Phone

(319) 341-2382

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2M · 403(b)(7) custodial accounts

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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