· 2022–2024 · DOL EFAST2
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PENSION DESIGN GROUP, INC. — PENSION DESIGN GROUP, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260108101437NAL0016628466001
PENSION DESIGN GROUP, INC.
Form 5500-SF
FILING_RECEIVED
PENSION DESIGN GROUP, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.7 mo
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
87
/ 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
93
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PENSION DESIGN GROUP, INC.
.
Find decision makers
Plan sponsor
Name
PENSION DESIGN GROUP, INC.
EIN
54-1607694
Address
9642 RIDGE VIEW DR · MARSHALL, VA · 201152000
Phone
(703) 392-8224
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
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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Knocking points off
Filed 1.7 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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