How big is George W. Pegram, III's plan?

George W. Pegram, III's plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20251010092356NAL0012219216001

George W. Pegram, III

Name: George W. Pegram, III — Pegram Optometrist401(k), Form 5500 (2024)
Creator: George W. Pegram, III
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pegram Optometrist401(k) Plan

401(k) retirement plan · George W. Pegram, III's Pegram Optometrist401(k) Plan held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

George W. Pegram, III's EIN is 54-1655601.

EIN 54-1655601

Plan number 001

Plan year 2024

ACK ID 20251010092356NAL0012219216001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for George W. Pegram, III from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

George W. Pegram, III's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEORGE W. PEGRAM, III.

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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 (88th percentile).

Plan sponsor

Name

GEORGE W. PEGRAM, III

EIN

all filings

Address

801 POINDEXTER STREET · SUITE 115 · CHESAPEAKE, VA · 23324

Phone

(757) 545-3930

Industry

Health Care & Social Assistance

Plan administrator