How big is PSM Associates' plan?

PSM Associates' plan reported $840K in assets and 2 participants for 2024.

Original filing (PDF)20251014172639NAL0001729811001

PSM Associates

Name: PSM Associates — PSM Associates 401(k) Plan, Form 5500 (2024)
Creator: PSM Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PSM Associates 401(k) Plan

401(k) retirement plan · PSM Associates' PSM Associates 401(k) Plan held $840K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$840K

Net assets (EOY)

$840K

People on this filing

Suzanne Tzifas signed PSM Associates' 2024 Form 5500 as plan administrator.

Suzanne Tzifas — 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

PSM Associates' EIN is 46-4659133.

EIN 46-4659133

Plan number 001

Plan year 2024

ACK ID 20251014172639NAL0001729811001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PSM Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PSM ASSOCIATES

EIN

all filings

Address

1326 HOWARD AVE. · SAN CARLOS, CA · 94070

Phone

(650) 224-4781

Industry

Construction

Plan administrator