Original filing (PDF)20250117141148NAL0050355458001

PF, LLC

Name: PF, LLC — PF, LLC GROUP MEDICAL PLAN, Form 5500 (2024)
Creator: PF, LLC

Form 5500

FILING_RECEIVED

PF, LLC GROUP MEDICAL PLAN

Health & welfare plan

Signals · 1

No recordkeeper disclosed

Active participants

119

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PF, LLC.

Plan sponsor

Name

PF, LLC

EIN

20-0903358

Address

500 CHESTERFIELD PKWY · MALVERN, PA · 19355

Phone

(443) 485-5322

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2024-06-30

Filed

2025-01-17

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL (PHILADELPHIA)	84-3134502	—	BROKER	$16K	—
THE BENECON GROUP, LLC	23-1315351	—	BROKER	$9K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
INDEPENDENCE ADMINISTRATORS	23-2184623	—	ADMIN	$5K	—
CONNECTCARE 3	26-1768616	—	PATIENT ADVOCATE	$2K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.