How big is Perspective3, LLC's plan?

Perspective3, LLC's plan reported $201K in assets and 3 participants for 2024.

Original filing (PDF)20250527110300NAL0003933987001

Perspective3, LLC

Name: Perspective3, LLC — Perspective3 Cash Balance Plan, Form 5500 (2024)
Creator: Perspective3, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perspective3 Cash Balance Plan

Defined-benefit pension plan · Perspective3, LLC's Perspective3 Cash Balance Plan held $201K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$201K

Net assets (EOY)

$201K

People on this filing

Heather Rose signed Perspective3, LLC's 2024 Form 5500 as plan administrator.

Heather Rose — 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 002

Plan year 2024

ACK ID 20250527110300NAL0003933987001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score