· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PMZ PENSION CORPORATION — PMZ PENSION CORPORATION PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250921013629NAL0003492849001
PMZ PENSION CORPORATION
Form 5500-SF
FILING_RECEIVED
PMZ PENSION CORPORATION PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PMZ PENSION CORPORATION
.
Find decision makers
Plan sponsor
Name
PMZ PENSION CORPORATION
EIN
95-3661896
Address
12 JOURNEY, SUITE 201 · ALISO VIEJO, CA · 92656
Phone
(949) 360-8080
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
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 providers
Related plans
Similar-size All Other Professional Services plans
ZABARSKY & ASSOCIATES, LLC
ZABARSKY & ASSOCIATES, LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST
$4.1M · 3 participants
RIVERSIDE NEUROLOGY, INC.
RIVERSIDE NEUROLOGY, INC. RETIREMENT PLAN
$4.1M · 6 participants
KLAICH ANIMAL HOSPITAL, LTD.
KLAICH ANIMAL HOSPITAL, LTD. AMENDED PROFIT SHARING RETIREMENT PLAN
$4.1M · 30 participants
LEGAL ECONOMICS LLC
LEGAL ECONOMICS LLC 401(K) PROFIT SHARING PLAN & TRUST
$4.1M · 7 participants
PRAGMATIC INSTITUTE, LLC
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.
PRAGMATIC INSTITUTE 401(K) RETIREMENT SAVINGS PLAN
$4.1M · 76 participants
MARTIN PARTNERS, LLC
MARTIN PARTNERS, LLC 401(K) PROFIT SHARING PLAN
$4.1M · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
