How big is Perspectives, Inc.'s plan?

Perspectives, Inc.'s plan reported $3.1M in assets and 6 participants for 2024.

Original filing (PDF)20250827154634NAL0009547233001

Perspectives, Inc.

Name: Perspectives, Inc. — Perspectives, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Perspectives, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perspectives, Inc. 401(k) Plan

401(k) retirement plan · Perspectives, Inc.'s Perspectives, Inc. 401(k) Plan held $3.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Perspectives, Inc.'s EIN is 68-0567271.

EIN 68-0567271

Plan number 001

Plan year 2024

ACK ID 20250827154634NAL0009547233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Perspectives, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 (94th percentile).

Plan sponsor

Name

PERSPECTIVES, INC.

EIN

all filings

Address

9505 AVENIDA DEL OSO NE · ALBUQUERQUE, NM · 87111

Phone

(505) 797-7766

Industry

Professional & Technical Services

Plan administrator