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PFM, INC.

EIN 13-3394229-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
5
53 THOMPSON AVENUE - BABYLON, NY 11702212-735-2898pfmlimited.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#002401k-$2.8M - 5 part

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Retirement#002

PFM, INC. 401(K) PLAN

401k

Assets$2.8M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PFM, INC. 401(K) PLAN401k$2.8M52025
Retirement plans
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