Original filing (PDF)20241015143013NAL0014845299004

POPULUS CAPITAL MANAGEMENT, INC.

Name: POPULUS CAPITAL MANAGEMENT, INC. — PCM 401K TRUST, Form 5500 (2023)
Creator: POPULUS CAPITAL MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

PCM 401K TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POPULUS CAPITAL MANAGEMENT, INC..

Plan sponsor

Name

POPULUS CAPITAL MANAGEMENT, INC.

EIN

47-1245513

Address

5580 WESTSIDE DRIVE · EL PASO, TX · 79932

Phone

(917) 817-4026

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2J · 401(k) feature

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

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