Pension Services, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Pension Services, INC.
  • Sponsor EIN: 650158316
  • Sponsor Address: 3150 S. W. 38TH AVENUE, SUITE 900, MIAMI, FL, 33146
  • Plan Type: 401(k)
  • Total Participants: 21
  • Total Assets: $3.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202421$3.7M$162,248$153,521
202320$2.6M$69,388$132,982
202216$2.2M$60,485$117,062

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