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  1. Companies/
  2. Performance Validation, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Performance Validation, Inc.

EIN 35-2113599-pharmaceuticals-Latest filing 2025
Plans
3
Retirement
2
$39.7M assets
Health & Benefits
1
$257K premiums
Participants
493
6325 DIGITAL WAY STE 100 - INDIANAPOLIS, IN 46278317-248-8848perfval.comLinkedIn51-200 employeespharmaceuticals
Plans on this EIN
3 filings
#002ESOP-$25.1M - 141 part#001401(k)-$14.6M - 198 part#501Mixed-$257K - 246 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $39.7M assets / 339 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$25.1M
  • VALIDATION, INC. 401(K) (#001)$14.6M
Total $39.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • VALIDATION, INC. 401(K) (#001)198
  • EMPLOYEE STOCK OWNERSHIP (#002)141
Total 339Select a row to open it

Benefits portfolio analytics

1 plan / $257K premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$257K
  • Vision$257K
  • Life$257K
  • Short-term disability$257K
  • Long-term disability$257K
  • Other$257K
Total $257K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

PERFORMANCE VALIDATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$25.1M
Participants141
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

PERFORMANCE VALIDATION, INC. 401(K) PLAN

401(k)

Assets$14.6M
Participants198
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

PERFORMANCE VALIDATION, INC. HEALTH AND WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$257K
Covered lives246
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002PERFORMANCE VALIDATION EMPLOYEE STOCK OWNERSHIP PLANESOP$25.1M1412025
#001PERFORMANCE VALIDATION, INC. 401(K) PLAN401(k)$14.6M1982025
  • PERFORMANCE VALIDATION EMPLOYEE STOCK OWNERSHIP PLAN$25.1M
    #002 · ESOP · 2025141
  • PERFORMANCE VALIDATION, INC. 401(K) PLAN$14.6M
    #001 · 401(k) · 2025198

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501PERFORMANCE VALIDATION, INC. HEALTH AND WELFARE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$257K2462025
  • PERFORMANCE VALIDATION, INC. HEALTH AND WELFARE PLAN$257K
    #501 · Mixed · PRINCIPAL LIFE INSURANCE COMPANY · 2025246
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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