Original filing (PDF)20250610220351NAL0011872259003

PIONEER WEALTH MANAGEMENT GROUP

Name: PIONEER WEALTH MANAGEMENT GROUP — PIONEER WEALTH MANAGEMENT GROUP 401(K) PLAN, Form 5500 (2024)
Creator: PIONEER WEALTH MANAGEMENT GROUP

Form 5500-SF

FILING_RECEIVED

PIONEER WEALTH MANAGEMENT GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIONEER WEALTH MANAGEMENT GROUP.

Plan sponsor

Name

PIONEER WEALTH MANAGEMENT GROUP

EIN

26-2027204

Address

800 W 5TH ST · 100 B · AUSTIN, TX · 78703

Phone

(512) 334-6800

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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