Original filing (PDF)20250402110558NAL0008590545001

P D I FINANCIAL GROUP, INC.

Name: P D I FINANCIAL GROUP, INC. — P D I FINANCIAL GROUP, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: P D I FINANCIAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

P D I FINANCIAL GROUP, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$564K

Net assets (EOY)

$564K

Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for P D I FINANCIAL GROUP, INC..

Plan sponsor

Name

P D I FINANCIAL GROUP, INC.

EIN

39-1223793all filings

Address

601 NORTH LYNNDALE DRIVE · APPLETON, WI · 54914

Phone

(920) 739-2303

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

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

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