How big is PGI Partners, Inc.'s plan?

PGI Partners, Inc.'s plan reported $1.9M in assets and 8 participants for 2024.

Original filing (PDF)20250428125932NAL0019726592001

PGI Partners, Inc.

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

Form 5500-SF

FILING_RECEIVED

PGI Partners 401(k) Plan

401(k) retirement plan · PGI Partners, Inc.'s PGI Partners 401(k) Plan held $1.9M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

PGI Partners, Inc.'s EIN is 87-2354798.

EIN 87-2354798

Plan number 001

Plan year 2024

ACK ID 20250428125932NAL0019726592001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PGI Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 PGI PARTNERS, INC..

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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