How big is PMCF Advisors, LLC's plan?

PMCF Advisors, LLC's plan reported $10.7M in assets and 33 participants for 2024.

Original filing (PDF)20250709154143NAL0013215426001

PMCF Advisors, LLC

Name: PMCF Advisors, LLC — PMCF Advisors, LLC Tax Savings, Form 5500 (2024)
Creator: PMCF Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PMCF Advisors, LLC Tax Savings Plan

401(k) retirement plan · PMCF Advisors, LLC's PMCF Advisors, LLC Tax Savings Plan held $10.7M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

People on this filing

Matthew Jamison signed PMCF Advisors, LLC's 2024 Form 5500 as plan administrator.

Matthew Jamison — 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

PMCF Advisors, LLC's EIN is 87-3460327.

EIN 87-3460327

Plan number 001

Plan year 2024

ACK ID 20250709154143NAL0013215426001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PMCF Advisors, 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 PMCF ADVISORS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

PMCF ADVISORS, LLC

EIN

all filings

Address

TWO TOWNE SQUARE, SUITE 425 · SOUTHFIELD, MI · 48076

Phone

(248) 223-3300

Industry

Finance & Insurance

Plan administrator