How big is Pinion, LLC's plan?

Pinion, LLC's plan reported $125.6M in assets and 607 participants for 2024.

Original filing (PDF)20251218083006NAL0005228193001

Pinion, LLC

Name: Pinion, LLC — Pinion, LLC 401(k) Plan, Form 5500 (2024)
Creator: Pinion, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pinion, LLC 401(k) Plan

401(k) retirement plan · Pinion, LLC's Pinion, LLC 401(k) Plan held $125.6M in plan assets for 607 participants in 2024, with Nationwide as recordkeeper.

Active participants

607

Accounts w/ balance

746

Plan assets (EOY)

$125.6M

Net assets (EOY)

$125.6M

People on this filing

Steve Callahan signed Pinion, LLC's 2024 Form 5500 as plan administrator.

Steve Callahan — 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

Pinion, LLC's EIN is 48-0567703.

EIN 48-0567703

Plan number 002

Plan year 2024

ACK ID 20251218083006NAL0005228193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pinion, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pinion, 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 PINION, LLC.

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How this plan invests

This plan

135 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

PINION, LLC

EIN

all filings

Address

3030 CORTLAND CIRCLE · SALINA, KS · 674017874

Phone

(785) 825-1561

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-12-18

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	NONE	$105K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
IRON-CO-FID-COMPREHENSIVE	—	NORTHBROOK, IL	NONE	$61K	—

Investments

135 direct securities· $118.4M(94% of reported assets)

Other securities

$49.9M

95 holdings

Mutual Funds

$40.5M

25 holdings

Common Collective Trusts

$14.2M

4 holdings

Common Stocks

$9.9M

9 holdings

Stable Value

$3.2M

1 holding

Agency / Mortgage-Backed

$645K

1 holding

					% of plan
Rydex\|Sgi Basic Materials Fund - H Class Mutual Fund N/A 375 * State Street Balanced Index Fund Class K Mutual Fund N/A	Common Collective Trusts	—	—	$13.6M	10.9%
Fid 500 Indx Mutual Fund N/A	Mutual Funds	—	—	$11.2M	8.9%
Ptnm Gr Oppr A Mutual Fund N/A	Other securities	—	—	$7.9M	6.3%
Vngrd Eq Inc Adml Mutual Fund N/A	Common Stocks	—	—	$7.5M	5.9%
Nuveen Lifecycle Index 2030 Fund - Class R6 Mutual Fund N/A	Mutual Funds	—	—	$6.3M	5.0%
Victory Sycamore Established Value Fund - Class R6 Mutual Fund N/A	Other securities	—	—	$4.9M	3.9%
Gdmnscs Gqgptnrintloppr R6 Mutual Fund N/A	Other securities	—	—	$4.9M	3.9%
Vngrd Sm Cap Indx Fd As Mutual Fund N/A	Other securities	—	—	$4.6M	3.7%
Nuveen Lifecycle Index 2035 Fund - Class R6 Mutual Fund N/A	Mutual Funds	—	—	$3.9M	3.1%
Nationwide Fixed Select Contract Guaranteed Investment Contract N/A	Stable Value	—	—	$3.2M	2.6%
Nuveen Lifecycle Index 2045 Fund - Class R6 Mutual Fund N/A	Mutual Funds	—	—	$3.2M	2.5%
Blkrk 80/20 Trgtalloc Inst Mutual Fund N/A	Other securities	—	—	$3.1M	2.5%
Vngrd Ttl Stmkt Indx Fd As Mutual Fund N/A	Other securities	—	—	$3.1M	2.5%
Nuveen Lifecycle Index 2040 Fund - Class R6 Mutual Fund N/A	Mutual Funds	—	—	$2.8M	2.2%
Nw Inv Dest Mod Aggr R6 Mutual Fund N/A	Other securities	—	—	$2.2M	1.8%
Fed Hrms Inst Hiyldbd Inst Mutual Fund N/A	Other securities	—	—	$1.7M	1.3%
Nuveen Lifecycle Index 2050 Fund - Class R6 Mutual Fund N/A	Mutual Funds	—	—	$1.5M	1.2%
Fid Us Bd Indx Mutual Fund N/A	Mutual Funds	—	—	$1.4M	1.1%
Dodge & Cox International Stock Fund Class I Mutual Fund N/A	Mutual Funds	—	—	$1.3M	1.0%
Fid Intl Indx Mutual Fund N/A	Mutual Funds	—	—	$1.3M	1.0%
Nuveen Lifecycle Index 2060 Fund - Class R6 Mutual Fund N/A	Mutual Funds	—	—	$1.2M	0.9%
Amfds New Wld R6 Mutual Fund N/A	Other securities	—	—	$1.1M	0.8%
Nw Loomis Allcap Gr R6 Mutual Fund N/A	Other securities	—	—	$1.0M	0.8%
Nuveen Lifecycle Index 2020 Fund - Class R6 Mutual Fund N/A	Mutual Funds	—	—	$1.0M	0.8%
Nw Gov Mny Mkt R6 Mutual Fund N/A	Other securities	—	—	$1.0M	0.8%
Dfa Emrg Mkts Core Eq 2 Portfolio Inst Mutual Fund N/A	Mutual Funds	—	—	$981K	0.8%
Avantis U.S. Large Cap Value Fund Mutual Fund N/A	Other securities	—	—	$969K	0.8%
Nuveen Lifecycle Index 2015 Fund - Class R6 Mutual Fund N/A	Mutual Funds	—	—	$947K	0.8%
Vngrd Wlsly Inc Adml Mutual Fund N/A	Common Stocks	—	—	$946K	0.8%
Nw Inv Dest Cnsrv R6 Mutual Fund N/A	Other securities	—	—	$945K	0.8%
Jpm Eq Inc R5 Mutual Fund N/A	Common Stocks	—	—	$941K	0.7%
Jpm Lgcap Gr R6 Mutual Fund N/A	Other securities	—	—	$888K	0.7%
Pgim Ttl Rtn Bd R6 Mutual Fund N/A	Other securities	—	—	$857K	0.7%
Cohenstrs Realest Sec Z Mutual Fund N/A	Other securities	—	—	$855K	0.7%
Nuveen Lifecycle Index 2025 Fund - Class R6 Mutual Fund N/A	Mutual Funds	—	—	$825K	0.7%
Baird Cor Pls Bd Inst Mutual Fund N/A	Other securities	—	—	$819K	0.7%
Baird Mdcap Inst Mutual Fund N/A	Other securities	—	—	$795K	0.6%
Vngrd Gnma Adml Mutual Fund N/A	Agency / Mortgage-Backed	—	—	$645K	0.5%
Dfa Us Trgt Val Inst Mutual Fund N/A 365 * Diamond Hill Mdcap I Mutual Fund N/A	Mutual Funds	—	—	$628K	0.5%
Vngrd Ttl Intlstkindx Adml Mutual Fund N/A	Other securities	—	—	$614K	0.5%
Pimco Real Rtn Inst Mutual Fund N/A	Mutual Funds	—	—	$590K	0.5%
Mfs Mdcap Gr R6 Mutual Fund N/A	Mutual Funds	—	—	$573K	0.5%
Nw Inv Dest Mod R6 Mutual Fund N/A	Other securities	—	—	$567K	0.5%
Prncpl Glbl Realest Inst Mutual Fund N/A	Other securities	—	—	$557K	0.4%
Blackrock High Yield Portfolio Institutional Shares Mutual Fund N/A	Other securities	—	—	$551K	0.4%
Baird St Bd Inst Mutual Fund N/A	Other securities	—	—	$545K	0.4%
Notes receivable from participants Various maturity dates at -	Other securities	—	—	$535K	0.4%
Pimco Comdtyrealrtnstrat A Mutual Fund N/A	Mutual Funds	—	—	$477K	0.4%
Vngrd Ttl Intl Bd Idx Adml Mutual Fund N/A	Common Collective Trusts	—	—	$387K	0.3%
Pub-Blkrk Ttl Rtn Inv A Mutual Fund N/A	Other securities	—	—	$386K	0.3%