How big is Passive Investment Group, LLC's plan?

Passive Investment Group, LLC's plan reported $2.8M in assets and 15 participants for 2024.

Original filing (PDF)20250509104437NAL0029687698001

Passive Investment Group, LLC

Name: Passive Investment Group, LLC — Passive Investment, Form 5500 (2024)
Creator: Passive Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Passive Investment Group, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Passive Investment Group, LLC's Passive Investment Group, LLC 401(k) Profit Sharing Plan and Trust held $2.8M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Passive Investment Group, LLC's EIN is 43-2008916.

EIN 43-2008916

Plan number 001

Plan year 2024

ACK ID 20250509104437NAL0029687698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Passive Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

PASSIVE INVESTMENT GROUP, LLC

EIN

all filings

Address

110 TRAVIS STREET, SUITE 122 · LAFAYETTE, LA · 70503

Phone

(337) 233-7701

Industry

Health Care & Social Assistance

Plan administrator