How big is The Portfolio Management Group's plan?

The Portfolio Management Group's plan reported $225K in assets and 2 participants for 2024.

Original filing (PDF)20251006163130NAL0006957856001

The Portfolio Management Group

Name: The Portfolio Management Group — PMG 401(k) Plan, Form 5500 (2024)
Creator: The Portfolio Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PMG 401(k) Plan

401(k) retirement plan · The Portfolio Management Group's PMG 401(k) Plan held $225K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

People on this filing

Fred Middleton signed The Portfolio Management Group's 2024 Form 5500 as plan administrator.

Fred Middleton — 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

The Portfolio Management Group's EIN is 45-0974908.

EIN 45-0974908

Plan number 001

Plan year 2024

ACK ID 20251006163130NAL0006957856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Portfolio Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Portfolio Management Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 (97th percentile).

Plan sponsor

Name

THE PORTFOLIO MANAGEMENT GROUP

EIN

all filings

Address

2751 LEGENDS PARKWAY, PMB 401 · PRATTVILLE, AL · 36066

Phone

(334) 481-1222

Industry

Finance & Insurance

Plan administrator