Back to filter
Original filing (PDF)20250304124024NAL0013882034001
PROFESSIONAL BENEFIT SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
PROFESSIONAL BENEFIT SERVICES, INC. 401K PLAN
401(k) retirement plan
Active participants
41
Accounts w/ balance
56
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROFESSIONAL BENEFIT SERVICES, INC..
Plan sponsor
Name
PROFESSIONAL BENEFIT SERVICES, INC.
EIN
93-0998477
Address
1193 ROYVONNE ST SE STE 22 · SALEM, OR · 973026503
Phone
(503) 371-7622
Industry
Professional & Technical Servicessee all
Plan administrator
Name
PROFESSIONAL BENEFIT SERVICES, INC.
EIN
93-0998477
City
SALEM, OR
Phone
(503) 371-7622
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-04
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
SOLIC CAPITAL ADVISORS, LLC
SOLIC CAPITAL ADVISORS 401(K) PLAN
$5.9M · 26 participants
ZEDRA HOLDINGS (US), INC.
ZEDRA HOLDINGS (US), INC. 401(K) RETIREMENT PLAN
$5.8M · 40 participants
THE THOMPSON COMPANY
THE THOMPSON COMPANY 401(K) SAVINGS PLAN
$5.8M · 9 participants
GETTLESON, WITZER & O'CONNOR
GETTLESON, WITZER & O'CONNOR 401(K) PROFIT SHARING PLAN
$6.0M · 43 participants
ENTRUST ADMINISTRATION INC
ENTRUST ADMINISTRATION INC 401(K) PLAN
$5.7M · 73 participants
J CURVE, LLC
J CURVE, LLC RETIREMENT PLAN
$6.1M · 38 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B