How big is The Petram Group, LLC's plan?

The Petram Group, LLC's plan reported $928K in assets and 14 participants for 2025.

Original filing (PDF)20260422220813NAL0009070658006

The Petram Group, LLC

Name: The Petram Group, LLC — The Petram Group 401(k) Plan, Form 5500 (2025)
Creator: The Petram Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Petram Group 401(k) Plan

401(k) retirement plan · The Petram Group, LLC's The Petram Group 401(k) Plan held $928K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$928K

Net assets (EOY)

$928K

People on this filing

Elantha Barry signed The Petram Group, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Petram Group, LLC's EIN is 81-4029445.

EIN 81-4029445

Plan number 002

Plan year 2025

ACK ID 20260422220813NAL0009070658006

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Petram Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Petram Group, LLC'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 PETRAM GROUP, LLC.

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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