· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JAMES PITZNER ENTERPRISES, LLC DBA HOME INST — JAMES PITZNER ENTERPRISES, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010104838NAL0012881568001
JAMES PITZNER ENTERPRISES, LLC DBA HOME INST
Form 5500-SF
FILING_RECEIVED
JAMES PITZNER ENTERPRISES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
93
Accounts w/ balance
19
Plan assets (EOY)
$600K
Net assets (EOY)
$600K
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JAMES PITZNER ENTERPRISES, LLC DBA HOME INST
.
Find decision makers
Plan sponsor
Name
JAMES PITZNER ENTERPRISES, LLC DBA HOME INST
EIN
47-2469119
Address
2480 WHITEBEAR AVENUE · SUITE 101 · MAPLEWOOD, MN · 55109
Phone
(651) 747-8722
Industry
Health Care & Social Assistance
see 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
CHRISTIAN COLIN RESIDENCE LLC
EHRNRITER CARES LLC 401(K) PLAN
$599K · 154 participants
SERENE HEALTHCARE LLC
SERENE HEALTHCARE LLC 401(K) PLAN
$601K · 3 participants
CGA HOLDINGS, INC.
CGA HOLDINGS, INC. 401(K) PLAN
$602K · 74 participants
NEW ENGLAND HOME HEALTH SERVICES, INC.
NEHHS/NEN 401(K) RETIREMENT PLAN
$603K · 56 participants
BELLAIRE HOME HEALTH CARE, LLC
BELLAIRE HOME HEALTH CARE, LLC 401(K) PLAN
$596K · 128 participants
65
Knocking points off
Only 20% 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KENERI, LLC
KENERI, LLC 401(K) PLAN
$604K · 93 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
