How big is Perspective PV's plan?

Perspective PV's plan reported $3.3M in assets and 26 participants for 2024.

Original filing (PDF)20250620114936NAL0009672562001

Perspective PV

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

Form 5500-SF

FILING_RECEIVED

Perspective PV 401(k) Plan

401(k) retirement plan · Perspective PV's Perspective PV 401(k) Plan held $3.3M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

John Ansay signed Perspective PV's 2024 Form 5500 as plan administrator.

John Ansay — 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

Perspective PV's EIN is 81-5230196.

EIN 81-5230196

Plan number 002

Plan year 2024

ACK ID 20250620114936NAL0009672562001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Perspective PV's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

PERSPECTIVE PV

EIN

all filings

Address

1280 BOULEVARD WAY, SUITE 215 · WALNUT CREEK, CA · 94595

Phone

(925) 322-1290

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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