How big is Performance Trading Inc.'s plan?

Performance Trading Inc.'s plan reported $538K in assets and 8 participants for 2025.

Original filing (PDF)20260423093418NAL0002480787001

Performance Trading Inc.

Name: Performance Trading Inc. — Performance Trading Inc., Form 5500 (2025)
Creator: Performance Trading Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Performance Trading Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Performance Trading Inc.'s Performance Trading Inc. 401(k) Profit Sharing Plan & Trust held $538K in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$538K

Net assets (EOY)

$538K

People on this filing

Patrick Sullivan signed Performance Trading Inc.'s 2025 Form 5500 as plan administrator.

Patrick Sullivan — 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

Performance Trading Inc.'s EIN is 65-1038751.

EIN 65-1038751

Plan number 001

Plan year 2025

ACK ID 20260423093418NAL0002480787001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Performance Trading Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Performance Trading Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERFORMANCE TRADING INC.

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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

Knocking points off