How big is Pelorus Financial Group's plan?

Pelorus Financial Group's plan reported $488K in assets and 4 participants for 2024.

Original filing (PDF)20250930161108NAL0005583443001

Pelorus Financial Group

Name: Pelorus Financial Group — Pelorus Financial Group, Form 5500 (2024)
Creator: Pelorus Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pelorus Financial Group 401(k) Plan

401(k) retirement plan · Pelorus Financial Group's Pelorus Financial Group 401(k) Plan held $488K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$488K

Net assets (EOY)

$488K

People on this filing

Brandon Ratliff signed Pelorus Financial Group's 2024 Form 5500 as plan administrator.

Brandon Ratliff — 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

Pelorus Financial Group's EIN is 82-2192268.

EIN 82-2192268

Plan number 001

Plan year 2024

ACK ID 20250930161108NAL0005583443001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pelorus Financial Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 PELORUS FINANCIAL 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