How big is PUGH Capital Management Inc.'s plan?

PUGH Capital Management Inc.'s plan reported $7.2M in assets and 24 participants for 2024.

Original filing (PDF)20250721095615NAL0001292577001

PUGH Capital Management Inc.

Name: PUGH Capital Management Inc. — PUGH Capital, Form 5500 (2024)
Creator: PUGH Capital Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PUGH Capital Management Inc. 401(k)

401(k) retirement plan · PUGH Capital Management Inc.'s PUGH Capital Management Inc. 401(k) held $7.2M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

People on this filing

JEAN-David Larson signed PUGH Capital Management Inc.'s 2024 Form 5500 as plan administrator.

JEAN-David Larson — 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

PUGH Capital Management Inc.'s EIN is 91-1522082.

EIN 91-1522082

Plan number 001

Plan year 2024

ACK ID 20250721095615NAL0001292577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PUGH Capital Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PUGH Capital Management Inc.'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 PUGH CAPITAL MANAGEMENT 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