How big is PDS Consultants, Inc.'s plan?

PDS Consultants, Inc.'s plan reported $16.9M in assets and 592 participants for 2024.

Original filing (PDF)20251014140037NAL0002960929002

PDS Consultants, Inc.

Name: PDS Consultants, Inc. — PDS KO 401(k) Plan, Form 5500 (2024)
Creator: PDS Consultants, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

PDS KO 401(k) Plan

401(k) retirement plan · PDS Consultants, Inc.'s PDS KO 401(k) Plan held $16.9M in plan assets for 592 participants in 2024, with Lincoln Financial as recordkeeper.

Active participants

592

Accounts w/ balance

479

Plan assets (EOY)

$16.9M

Net assets (EOY)

$16.9M

People on this filing

DREW Fountain signed PDS Consultants, Inc.'s 2024 Form 5500 as plan administrator.

DREW Fountain — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PDS Consultants, Inc.'s EIN is 11-3124680.

EIN 11-3124680

Plan number 003

Plan year 2024

ACK ID 20251014140037NAL0002960929002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PDS Consultants, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PDS Consultants, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PDS CONSULTANTS, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (15th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

PDS CONSULTANTS, INC.

EIN

all filings

Address

3801 BISHOP LANE · LOUISVILLE, KY · 40218

Phone

(502) 813-3340

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	31-1140070	—	SERVICE PROVIDER	$79K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
MCGREGOR AND ASSOCIATES	61-1211399	—	TPA	$13K	—

Accountant / Auditor

Investments

42 direct securities · 1 pooled fund· $33.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$16.7M

1 holding

Pooled Separate Accounts

$16.7M

40 holdings

Stable Value

$137K

1 holding

Participant loans

$13K

1 holding

					% of plan
LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0172300 / PN 402	Pooled Separate Account	—	—	$16.7M	98.7%
Lincoln YourPath Passive 2030 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$2.9M	17.2%
Lincoln YourPath Passive 2035 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$2.6M	15.5%
Lincoln YourPath Passive 2040 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$1.5M	8.9%
Lincoln YourPath Passive 2045 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$1.5M	8.7%
Vanguard 500 Index Fund Admiral Pooled Separate Account	Pooled Separate Accounts	—	—	$1.2M	7.0%
Lincoln YourPath Passive 2025 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$1.2M	6.9%
Lincoln YourPath Passive 2015 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$858K	5.1%
Lincoln YourPath Passive 2050 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$855K	5.1%
Lincoln YourPath Passive 2055 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$649K	3.8%
JPMorgan Large Cap Growth Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$558K	3.3%
Lincoln YourPath Passive 2020 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$387K	2.3%
Lincoln YourPath Passive 2060 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$366K	2.2%
Vanguard Mid Cap Index Admiral Pooled Separate Account	Pooled Separate Accounts	—	—	$287K	1.7%
American Funds American Balanced Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$258K	1.5%
Franklin Small Cap Growth Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$237K	1.4%
Lincoln YourPath Passive 2040 Aggressive Pooled Separate Account	Pooled Separate Accounts	—	—	$218K	1.3%
Vanguard Small Cap Value Index Admiral Pooled Separate Account	Pooled Separate Accounts	—	—	$203K	1.2%
Lincoln YourPath Passive 2030 Conservative Pooled Separate Account	Pooled Separate Accounts	—	—	$172K	1.0%
Guaranteed Stable Value Group Annuity Contract	Stable Value	—	—	$137K	0.8%
American Funds New World Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$116K	0.7%
Lincoln YourPath Passive 2050 Aggressive Pooled Separate Account	Pooled Separate Accounts	—	—	$101K	0.6%
Lincoln YourPath Passive 2010 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$78K	0.5%
MFS Value Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$75K	0.4%
Vanguard Real Estate Index Fund Admiral Pooled Separate Account	Pooled Separate Accounts	—	—	$74K	0.4%
Lincoln YourPath Passive 2065 Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$42K	0.2%
Lincoln YourPath Passive 2020 Aggressive Pooled Separate Account	Pooled Separate Accounts	—	—	$38K	0.2%
American Funds International Growth and Income Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$37K	0.2%
Lincoln YourPath Passive 2030 Aggressive Pooled Separate Account	Pooled Separate Accounts	—	—	$35K	0.2%
Vanguard Developed Markets Index Fund Admiral Pooled Separate Account	Pooled Separate Accounts	—	—	$31K	0.2%
Lincoln YourPath Passive 2035 Aggressive Pooled Separate Account	Pooled Separate Accounts	—	—	$29K	0.2%
Lincoln YourPath Passive 2060 Aggressive Pooled Separate Account	Pooled Separate Accounts	—	—	$25K	0.1%
Vanguard Inflation-Protected Securities Fund Admiral Pooled Separate Account	Pooled Separate Accounts	—	—	$25K	0.1%
Baird Aggregate Bond Pooled Separate Account	Pooled Separate Accounts	—	—	$23K	0.1%
Baird Core Plus Bond Pooled Separate Account	Pooled Separate Accounts	—	—	$16K	<0.1%
Participant Loans (with rates of interest -0-	Participant loans	—	—	$13K	<0.1%
Lincoln YourPath Passive 2055 Aggressive Pooled Separate Account	Pooled Separate Accounts	—	—	$10K	<0.1%
Lincoln YourPath Passive Retirement Income Moderate Pooled Separate Account	Pooled Separate Accounts	—	—	$7K	<0.1%
Lincoln YourPath Passive 2045 Aggressive Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
Lincoln YourPath Passive 2025 Conservative Pooled Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
Lincoln YourPath Passive 2025 Aggressive Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
Baird Ultra Short Bond Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
Lincoln YourPath Passive 2015 Aggressive Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%