How big is Perspective3, LLC's plan?

Perspective3, LLC's plan reported $488K in assets and 3 participants for 2024.

Original filing (PDF)20250702154020NAL0019071376001

Perspective3, LLC

Name: Perspective3, LLC — Perspective3 401(k) Profit, Form 5500 (2024)
Creator: Perspective3, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perspective3 401(k) Profit Sharing Plan

401(k) retirement plan · Perspective3, LLC's Perspective3 401(k) Profit Sharing Plan held $488K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$488K

Net assets (EOY)

$488K

People on this filing

CHAD Carroll signed Perspective3, LLC's 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

Perspective3, LLC's EIN is 83-2713139.

EIN 83-2713139

Plan number 001

Plan year 2024

ACK ID 20250702154020NAL0019071376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Perspective3, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Perspective3, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERSPECTIVE3, 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