How big is PFG Tax Services LLC's plan?

PFG Tax Services LLC's plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20250605185707NAL0011788657001

PFG Tax Services LLC

Name: PFG Tax Services LLC — PFG Tax Services LLC 401(k), Form 5500 (2024)
Creator: PFG Tax Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PFG Tax Services LLC 401(k) Plan

401(k) retirement plan · PFG Tax Services LLC's PFG Tax Services LLC 401(k) Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Nick Rice signed PFG Tax Services LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

PFG Tax Services LLC's EIN is 93-2050022.

EIN 93-2050022

Plan number 001

Plan year 2024

ACK ID 20250605185707NAL0011788657001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PFG Tax Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PFG Tax Services LLC'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 PFG TAX SERVICES 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