How big is Personalized Moments, Inc.'s plan?

Personalized Moments, Inc.'s plan reported $394K in assets and 2 participants for 2024.

Original filing (PDF)20250623145903NAL0015714146001

Personalized Moments, Inc.

Name: Personalized Moments, Inc. — Personalized Moments, Form 5500 (2024)
Creator: Personalized Moments, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Personalized Moments, Inc. 401(k) Savings Plan

401(k) retirement plan · Personalized Moments, Inc.'s Personalized Moments, Inc. 401(k) Savings Plan held $394K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

People on this filing

Robert J. Warren signed Personalized Moments, Inc.'s 2024 Form 5500 as plan administrator.

Robert J. Warren — 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

Personalized Moments, Inc.'s EIN is 46-4980732.

EIN 46-4980732

Plan number 001

Plan year 2024

ACK ID 20250623145903NAL0015714146001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Personalized Moments, Inc.'s plan includes 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 PERSONALIZED MOMENTS, 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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PERSONALIZED MOMENTS, INC.

EIN

all filings

Address

5002 VETERANS MEMORIAL HWY · HOLBROOK, NY · 11741

Phone

(631) 219-7627

Industry

Retail Trade

Plan administrator