Original filing (PDF)20240115104837NAL0003477235001

Pearlman Financial, LLC

Name: Pearlman Financial, LLC — Pearlman Financial, LLC, Form 5500 (2023)
Creator: Pearlman Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pearlman Financial, LLC 401(k) Plan

401(k) retirement plan · Pearlman Financial, LLC's Pearlman Financial, LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

David Pearlman signed Pearlman Financial, LLC's 2023 Form 5500 as plan administrator.

David Pearlman — 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

Pearlman Financial, LLC's EIN is 86-1959657.

EIN 86-1959657

Plan number 001

Plan year 2023

ACK ID 20240115104837NAL0003477235001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Pearlman Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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