How big is PDI Solutions, LLC's plan?

PDI Solutions, LLC's plan reported $6.5M in assets and 205 participants for 2025.

Original filing (PDF)20260416130359NAL0022458928002

PDI Solutions, LLC

Name: PDI Solutions, LLC — PDI Solutions 401(k) Plan, Form 5500 (2025)
Creator: PDI Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PDI Solutions 401(k) Plan

401(k) retirement plan · PDI Solutions, LLC's PDI Solutions 401(k) Plan held $6.5M in plan assets for 205 participants in 2025.

Signals · 1

No auditor on file

Active participants

205

Accounts w/ balance

136

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Stefanie Ford signed PDI Solutions, LLC's 2025 Form 5500 as plan administrator.

Stefanie Ford — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PDI Solutions, LLC's EIN is 45-0599977.

EIN 45-0599977

Plan number 002

Plan year 2025

ACK ID 20260416130359NAL0022458928002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for PDI Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

PDI Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PDI SOLUTIONS, LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score