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Original filing (PDF)20251015084729NAL0005574560001
PFFA ACQUISITION LLC
Form 5500
FILING_RECEIVED
PFF 401(K) PLAN
401(k) retirement plan
Signals · 1
42% in single holding
Active participants
113
Accounts w/ balance
163
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt IDX ADM" is 42% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PFFA ACQUISITION LLC.
Plan sponsor
Name
PFFA ACQUISITION LLC
EIN
47-1516296
Address
1216 CENTRAL PARKWAY · CINCINNATI, OH · 45202
Phone
(469) 237-8496
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BARNES, DENNIG & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISORS LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $18K | — |
Investments
25 direct securities· $3.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt IDX ADM | — | — | — | $1.6M | 41.7% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $811K | 20.6% | |
| Vanguard Total Bond Market Index ADM | — | — | — | $285K | 7.2% | |
| Vanguard Real Estate Index Admiral | — | — | — | $240K | 6.1% | |
| Vanguard Growth Index Admiral | — | — | — | $235K | 6.0% | |
| Vanguard Total Intl BD IDX Admiral | — | — | — | $140K | 3.6% | |
| Vanguard 500 Index Admiral | — | — | — | $126K | 3.2% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $92K | 2.3% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $68K | 1.7% | |
| Non-interest bearing cash | — | — | — | $63K | 1.6% | |
| Vanguard Small Cap Index ADM | — | — | — | $35K | 0.9% | |
| Vanguard Value Index ADM | — | — | — | $32K | 0.8% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $20K | 0.5% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $17K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx ADM | — | — | — | $15K | 0.4% | |
| DFA International Value I | — | — | — | $13K | 0.3% | |
| Vanguard FTSE Social Index Admiral | — | — | — | $11K | 0.3% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $9K | 0.2% | |
| Vanguard Shrt-Term Infl-Prot SEC IDX ADM | — | — | — | $8K | 0.2% | |
| Notes receivable from participants | — | — | — | $8K | 0.2% | |
| Vanguard Mid-Cap Index Admiral | — | — | — | $7K | 0.2% | |
| Vanguard Interm-Term Bond Index ADM | — | — | — | $4K | 0.1% | |
| Vanguard Shrt-Term Bond Index Admiral | — | — | — | $3K | <0.1% | |
| DFA Global Real Estate Securities Port | — | — | — | $3K | <0.1% | |
| DFA Emerging Markets Small Cap I | — | — | — | $2K | <0.1% |