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

Form 5500-SF

FILING_RECEIVED

PMG 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

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).

Decision-maker contacts

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

Plan sponsor

Name

THE PORTFOLIO MANAGEMENT GROUP

EIN

45-0974908

Address

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

Phone

(334) 481-1222

Industry