Original filing (PDF)20250904160400NAL0016293473001

PPM CONSULTANTS, INC.

Name: PPM CONSULTANTS, INC. — PPM CONSULTANTS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PPM CONSULTANTS, INC.

Form 5500-SF

FILING_RECEIVED

PPM CONSULTANTS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

104

Accounts w/ balance

111

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PPM CONSULTANTS, INC..

Plan sponsor

Name

PPM CONSULTANTS, INC.

EIN

72-1256279

Address

5555 BANKHEAD HWY · BIRMINGHAM, AL · 35210

Phone

(205) 836-5650

Industry

Professional & Technical Servicessee 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

2025-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

R3 STRATEGIC SUPPORT GROUP, INC.

R3 EMPLOYEE STOCK OWNERSHIP PLAN

$12.8M · 132 participants

DANFORTH ADVISORS, LLC

DANFORTH ADVISORS 401(K) PROFIT SHARING PLAN

$12.9M · 156 participants

ASSOCIATION FOR ENERGY AFFORDABILITY, INC.

ASSOCIATION FOR ENERGY AFFORDABILITY, 401(K)

$12.8M · 119 participants

ADVANCED RESOURCES INTERNATIONAL, INC.

ADVANCED RESOURCES INTERNATIONAL, INC. 401(K) PLAN

$12.9M · 46 participants

KEYHOLE SOFTWARE, LLC

KEYHOLE SOFTWARE, LLC 401(K) PROFIT SHARING PLAN