Original filing (PDF)20260128140905NAL0004731106001

PIONEER FAMILY OFFICE, LLC

Name: PIONEER FAMILY OFFICE, LLC — PIONEER FAMILY OFFICE, LLC GHT BENEFIT PLAN, Form 5500 (2024)
Creator: PIONEER FAMILY OFFICE, LLC

Form 5500-SF

FILING_RECEIVED

PIONEER FAMILY OFFICE, LLC GHT BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

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

Plan sponsor

Name

PIONEER FAMILY OFFICE, LLC

EIN

32-0151458

Address

3323 NE 163RD ST · STE 604 · NORTH MIAMI BEACH, FL · 33160

Phone

(305) 935-5502

Industry

Finance & Insurancesee all

Plan administrator

Name

MARILU RIOS

EIN

85-1828091

City

MIAMI, FL

Phone

(305) 350-7700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MOMENTUM CYBERSECURITY GROUP LLC

MOMENTUM CYBERSECURITY GROUP 401(K) PLAN

CAPITALIST INVESTMENT SERVICES, LLC

CAPITALIST INVESTMENT SERVICES, LLC CASH BALANCE PENSION PLAN

MCGERVEY WEALTH MANAGEMENT, LLC

MCGERVEY WEALTH MANAGEMENT, LLC CASH BALANCE PLAN - 2023

CAMBIAR INVESTORS, LLC

CAMBIAR INVESTORS, LLC PENSION PLAN

PASCHANG & ASSOCIATE, LLC

PASCHANG & ASSOCIATES 401(K)