How big is Perryman Financial Advisory, Inc.'s plan?

Perryman Financial Advisory, Inc.'s plan reported $2.3M in assets and 9 participants for 2025.

Original filing (PDF)20260518220847NAL0000547680001

Perryman Financial Advisory, Inc.

Name: Perryman Financial Advisory, Inc. — Perryman Financi, Form 5500 (2025)
Creator: Perryman Financial Advisory, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perryman Financial Advisory, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Perryman Financial Advisory, Inc.'s Perryman Financial Advisory, Inc. 401(k) Profit Sharing Plan held $2.3M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Perryman Financial Advisory, Inc.'s EIN is 75-2557525.

EIN 75-2557525

Plan number 001

Plan year 2025

ACK ID 20260518220847NAL0000547680001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Perryman Financial Advisory, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Perryman Financial Advisory, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERRYMAN FINANCIAL ADVISORY, 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

Helping the score