Back to filter
Original filing (PDF)20251006085717NAL0003392337001
PERFAWARE LLC
Form 5500-SF
FILING_RECEIVED
PERFAWARE LLC CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
24
Accounts w/ balance
—
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERFAWARE LLC.
Plan sponsor
Name
PERFAWARE LLC
EIN
45-4871264
Address
511 E JOHN CARPENTER FWY, SUITE 500 · IRVING, TX · 75062
Phone
(214) 336-3959
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
OIL IMS USA LLC
OIL IMS USA LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.2M · 3 participants
PROCESS PIPING CO., INC.
PROCESS PIPING CO., INC. 401(K) PLAN
$2.2M · 13 participants
STANDARD BROADCAST LLC
STANDARD BROADCAST 401(K) PLAN
$2.2M · 61 participants
GRAPHICS EAST, INC.
GRAPHICS EAST - MAIL CLINIC INC. 401(K) PLAN
$2.2M · 60 participants
J.R. REMICK, INC.
J.R. REMICK, INC. 401(K) PLAN
$2.2M · 7 participants
KEVIN T FERHADSON
FERHADSON & ASSOCIATES 401(K)PROFIT SHARING PLAN
$2.2M · 12 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants