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Original filing (PDF)20250718161431NAL0003798658001

PF SERVICES, LLC

Form 5500-SF
FILING_RECEIVED
PASSEL FARMS 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
329
Accounts w/ balance
92
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
Plan health score (directional)
72
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • Only 28% as many balances as active participants — suggests many active employees aren't deferring.
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 SERVICES, LLC.
Plan sponsor
Name
PF SERVICES, LLC
EIN
42-1482334
Address
1901 MAIN ST · EMMETSBURG, IA · 50536
Phone
(402) 548-5763
Industry
Manufacturingsee 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
2025-07-18
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
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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