How big is San Diego Project Management, PSC's plan?

San Diego Project Management, PSC's plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20251015112523NAL0006098624001

San Diego Project Management, PSC

Name: San Diego Project Management, PSC — SDPM Retirement, Form 5500 (2024)
Creator: San Diego Project Management, PSC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SDPM Retirement Plan

Defined-contribution retirement plan · San Diego Project Management, PSC's SDPM Retirement Plan held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Patrick Balcazar signed San Diego Project Management, PSC's 2024 Form 5500 as plan administrator.

Patrick Balcazar — 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

San Diego Project Management, PSC's EIN is 66-0578292.

EIN 66-0578292

Plan number 001

Plan year 2024

ACK ID 20251015112523NAL0006098624001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for San Diego Project Management, PSC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

San Diego Project Management, PSC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN DIEGO PROJECT MANAGEMENT, PSC.

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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