How big is The PM Group's plan?

The PM Group's plan reported $3.9M in assets and 71 participants for 2024.

Original filing (PDF)20250913094755NAL0002914400001

The PM Group

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

Form 5500-SF

FILING_RECEIVED

The PM Group 401(k) Plan

401(k) retirement plan · The PM Group's The PM Group 401(k) Plan held $3.9M in plan assets for 71 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Plan Sponsor signed The PM Group's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

The PM Group's EIN is 74-2718098.

EIN 74-2718098

Plan number 001

Plan year 2024

ACK ID 20250913094755NAL0002914400001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The PM Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The PM Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE PM GROUP.

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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.

Plan sponsor

Name

THE PM GROUP

EIN

all filings

Address

7550 IH 10 WEST STE 510 · SAN ANTONIO, TX · 78229

Phone

(210) 490-2554

Industry

All Other Professional Services· Professional & Technical Services

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

2025-09-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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