Original filing (PDF)20250312122027NAL0011710243001

PM2 STRATEGIES

Name: PM2 STRATEGIES — PM2 STRATEGIES CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: PM2 STRATEGIES

Form 5500-SF

FILING_RECEIVED

PM2 STRATEGIES CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$988K

Net assets (EOY)

$988K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PM2 STRATEGIES.

Plan sponsor

Name

PM2 STRATEGIES

EIN

46-2433008

Address

25679 WOODPATH TRAIL · WESTLAKE, OH · 44145

Phone

(937) 305-4434

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-12

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 providers

Related plans

Similar-size Professional & Technical Services plans

OLD SALT INSIGHTS CONSULTING, LLC

OLD SALT INSIGHTS CONSULTING, LLC 401(K) PLAN

$988K · 11 participants

SPLAY, INC.

SPLAY, INC. CASH BALANCE PLAN

$988K · 2 participants

PREMIER FACTORY SAFETY 401(K) PLAN

$988K · 30 participants

RETALLACK TECHNOLOGIES, LLC

RETALLACK TECHNOLOGIES, LLC 401(K) PLAN

$988K · 8 participants

CHARTWELL STRATEGY GROUP, LLC

CHARTWELL STRATEGY GROUP 401(K) PLAN