Pfi Holding Company, LLC Retirement Plan — Form 5500 plan (Pfi Holding Company, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pfi Holding Company, LLC Retirement Plan is a benefit plan reported by Pfi Holding Company, LLC under EIN 32-0436545 and plan number 001. The latest loaded filing year is 2023. The filing reports 381 participants and $17,472,494 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pfi Holding Company, LLC
EIN
32-0436545
Plan number
001
Plan type
2
Location
Hazelwood, MO
Latest filing year
2023
Participants
381
End-of-year plan assets
$17,472,494

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023381H, C20241015123040NAL0028426961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,472,494
Net assets (EOY)
$17,472,494
Net assets (BOY)
$16,047,591

Income & contributions

Employer contributions
$229,937
Participant contributions
$1,426,343
Total contributions
$1,656,280
Total income / additions
$4,418,111

Expenses & distributions

Benefits paid
$2,926,086
Administrative expenses
$66,516
Total expenses
$2,993,208
Net increase / (decrease)
$1,424,903

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$48,516$02023
Gallagher Fiduciary Advisors LLCCONSULTING$18,000not reported in the loaded dataset2023

Related Form 5500 pages