How big is PSG, Inc.'s plan?

PSG, Inc.'s plan reported $600K in assets and 5 participants for 2024.

Original filing (PDF)20250730122747NAL0006620896001

PSG, Inc.

Name: PSG, Inc. — PSG Inc. Savings and Retirement Plan, Form 5500 (2024)
Creator: PSG, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PSG Inc. Savings and Retirement Plan

401(k) retirement plan · PSG, Inc.'s PSG Inc. Savings and Retirement Plan held $600K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$600K

Net assets (EOY)

$600K

People on this filing

Leslie Scherrer Pella signed PSG, Inc.'s 2024 Form 5500 as plan administrator.

Leslie Scherrer Pella — 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

PSG, Inc.'s EIN is 45-3618689.

EIN 45-3618689

Plan number 001

Plan year 2024

ACK ID 20250730122747NAL0006620896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PSG, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PSG, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PSG, INC..

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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 average account balance (91st percentile).

Plan sponsor

Name

PSG, INC.

EIN

all filings

Address

448 FALCON RIDGE DRIVE · SUITE B · BURLINGTON, WI · 53105

Phone

(262) 758-6064

Industry

Management of Companies / Holdings

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

2025-07-30

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

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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