How big is Populus Capital Management, Inc.'s plan?

Populus Capital Management, Inc.'s plan reported $1.3M in assets and 1 participants for 2023.

Original filing (PDF)20241015143013NAL0014845299004

Populus Capital Management, Inc.

Name: Populus Capital Management, Inc. — PCM 401(k) Trust, Form 5500 (2023)
Creator: Populus Capital Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PCM 401(k) Trust

401(k) retirement plan · Populus Capital Management, Inc.'s PCM 401(k) Trust held $1.3M in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Populus Capital Management, Inc.'s EIN is 47-1245513.

EIN 47-1245513

Plan number 001

Plan year 2023

ACK ID 20241015143013NAL0014845299004

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Populus Capital Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Populus Capital Management, Inc.'s plan includes a 401(k) feature.

Decision-maker contacts

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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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

POPULUS CAPITAL MANAGEMENT, INC.

EIN

all filings

Address

5580 WESTSIDE DRIVE · EL PASO, TX · 79932

Phone

(917) 817-4026

Industry

Professional & Technical Services

Plan administrator