How big is Perspective Group LLC's plan?

Perspective Group LLC's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250611131915NAL0015810273001

Perspective Group LLC

Name: Perspective Group LLC — Perspective Group LLC 401(k), Form 5500 (2024)
Creator: Perspective Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perspective Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Perspective Group LLC's Perspective Group LLC 401(k) Profit Sharing Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Stephen Fitzgibbons signed Perspective Group LLC's 2024 Form 5500 as plan administrator.

Stephen Fitzgibbons — 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

Perspective Group LLC's EIN is 47-3720831.

EIN 47-3720831

Plan number 001

Plan year 2024

ACK ID 20250611131915NAL0015810273001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Perspective Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

PERSPECTIVE GROUP LLC

EIN

all filings

Address

56 DEPOT STREET · PO BOX 944 · DUXBURY, MA · 02332

Phone

(917) 596-4375

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator