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Original filing (PDF)20251218083006NAL0005228193001
PINION, LLC
Form 5500
FILING_RECEIVED
PINION, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
607
Accounts w/ balance
746
Plan assets (EOY)
$125.6M
Net assets (EOY)
$125.6M
How this plan invests
This plan
137 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PINION, LLC.
Plan sponsor
Name
PINION, LLC
EIN
48-0567703
Address
3030 CORTLAND CIRCLE · SALINA, KS · 674017874
Phone
(785) 825-1561
Industry
CPA Offices· Professional & Technical Servicessee all
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
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $105K | — |
| IRON-CO-FID-COMPREHENSIVE | — | NORTHBROOK, IL | NONE | $61K | — |
Investments
136 direct securities· $118.7M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $13.6M | 10.9% | |
| Fid 500 Indx Mutual Fund N/A | — | — | — | $11.2M | 8.9% | |
| Ptnm Gr Oppr A Mutual Fund N/A | — | — | — | $7.9M | 6.3% | |
| Vngrd Eq Inc Adml Mutual Fund N/A | — | — | — | $7.5M | 5.9% | |
| Nuveen Lifecycle Index 2030 Fund - Class R6 Mutual Fund N/A | — | — | — | $6.3M | 5.0% | |
| Victory Sycamore Established Value Fund - Class R6 Mutual Fund N/A | — | — | — | $4.9M | 3.9% | |
| Gdmnscs Gqgptnrintloppr R6 Mutual Fund N/A | — | — | — | $4.9M | 3.9% | |
| Vngrd Sm Cap Indx Fd As Mutual Fund N/A | — | — | — | $4.6M | 3.7% | |
| Nuveen Lifecycle Index 2035 Fund - Class R6 Mutual Fund N/A | — | — | — | $3.9M | 3.1% | |
| Nationwide Fixed Select Contract Guaranteed Investment Contract N/A | — | — | — | $3.2M | 2.6% | |
| Nuveen Lifecycle Index 2045 Fund - Class R6 Mutual Fund N/A | — | — | — | $3.2M | 2.5% | |
| Blkrk 80/20 Trgtalloc Inst Mutual Fund N/A | — | — | — | $3.1M | 2.5% | |
| Vngrd Ttl Stmkt Indx Fd As Mutual Fund N/A | — | — | — | $3.1M | 2.5% | |
| Nuveen Lifecycle Index 2040 Fund - Class R6 Mutual Fund N/A | — | — | — | $2.8M | 2.2% | |
| Nw Inv Dest Mod Aggr R6 Mutual Fund N/A | — | — | — | $2.2M | 1.8% | |
| Fed Hrms Inst Hiyldbd Inst Mutual Fund N/A | — | — | — | $1.7M | 1.3% | |
| Nuveen Lifecycle Index 2050 Fund - Class R6 Mutual Fund N/A | — | — | — | $1.5M | 1.2% | |
| Fid Us Bd Indx Mutual Fund N/A | — | — | — | $1.4M | 1.1% | |
| Dodge & Cox International Stock Fund Class I Mutual Fund N/A | — | — | — | $1.3M | 1.0% | |
| Fid Intl Indx Mutual Fund N/A | — | — | — | $1.3M | 1.0% | |
| Nuveen Lifecycle Index 2060 Fund - Class R6 Mutual Fund N/A | — | — | — | $1.2M | 0.9% | |
| Amfds New Wld R6 Mutual Fund N/A | — | — | — | $1.1M | 0.8% | |
| Nw Loomis Allcap Gr R6 Mutual Fund N/A | — | — | — | $1.0M | 0.8% | |
| Nuveen Lifecycle Index 2020 Fund - Class R6 Mutual Fund N/A | — | — | — | $1.0M | 0.8% | |
| Nw Gov Mny Mkt R6 Mutual Fund N/A | — | — | — | $1.0M | 0.8% | |
| Dfa Emrg Mkts Core Eq 2 Portfolio Inst Mutual Fund N/A | — | — | — | $981K | 0.8% | |
| Avantis U.S. Large Cap Value Fund Mutual Fund N/A | — | — | — | $969K | 0.8% | |
| Nuveen Lifecycle Index 2015 Fund - Class R6 Mutual Fund N/A | — | — | — | $947K | 0.8% | |
| Vngrd Wlsly Inc Adml Mutual Fund N/A | — | — | — | $946K | 0.8% | |
| Nw Inv Dest Cnsrv R6 Mutual Fund N/A | — | — | — | $945K | 0.8% | |
| Jpm Eq Inc R5 Mutual Fund N/A | — | — | — | $941K | 0.7% | |
| Jpm Lgcap Gr R6 Mutual Fund N/A | — | — | — | $888K | 0.7% | |
| Pgim Ttl Rtn Bd R6 Mutual Fund N/A | — | — | — | $857K | 0.7% | |
| Cohenstrs Realest Sec Z Mutual Fund N/A | — | — | — | $855K | 0.7% | |
| Nuveen Lifecycle Index 2025 Fund - Class R6 Mutual Fund N/A | — | — | — | $825K | 0.7% | |
| Baird Cor Pls Bd Inst Mutual Fund N/A | — | — | — | $819K | 0.7% | |
| Baird Mdcap Inst Mutual Fund N/A | — | — | — | $795K | 0.6% | |
| Vngrd Gnma Adml Mutual Fund N/A | — | — | — | $645K | 0.5% | |
| Dfa Us Trgt Val Inst Mutual Fund N/A 365 * Diamond Hill Mdcap I Mutual Fund N/A | — | — | — | $628K | 0.5% | |
| Vngrd Ttl Intlstkindx Adml Mutual Fund N/A | — | — | — | $614K | 0.5% | |
| Pimco Real Rtn Inst Mutual Fund N/A | — | — | — | $590K | 0.5% | |
| Mfs Mdcap Gr R6 Mutual Fund N/A | — | — | — | $573K | 0.5% | |
| Nw Inv Dest Mod R6 Mutual Fund N/A | — | — | — | $567K | 0.5% | |
| Prncpl Glbl Realest Inst Mutual Fund N/A | — | — | — | $557K | 0.4% | |
| Blackrock High Yield Portfolio Institutional Shares Mutual Fund N/A | — | — | — | $551K | 0.4% | |
| Baird St Bd Inst Mutual Fund N/A | — | — | — | $545K | 0.4% | |
| Notes receivable from participants Various maturity dates at - | — | — | — | $535K | 0.4% | |
| Pimco Comdtyrealrtnstrat A Mutual Fund N/A | — | — | — | $477K | 0.4% | |
| Vngrd Ttl Intl Bd Idx Adml Mutual Fund N/A | — | — | — | $387K | 0.3% | |
| Pub-Blkrk Ttl Rtn Inv A Mutual Fund N/A | — | — | — | $386K | 0.3% | |
| Ab Glbl Bd I Mutual Fund N/A | — | — | — | $310K | 0.2% | |
| Nw Inv Dest Aggr R6 Mutual Fund N/A | — | — | — | $293K | 0.2% | |
| Prncpl Hi Yld Inst Mutual Fund N/A | — | — | — | $283K | 0.2% | |
| Vngrd Explr Adml Mutual Fund N/A | — | — | — | $282K | 0.2% | |
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund N/A | — | — | — | $266K | 0.2% | |
| similar party collateral, par or maturity value Cost Value * Nationwide Omnibus Account * Allspring Growth Fund Class A Mutual Fund N/A | — | — | — | $250K | 0.2% | |
| Fidadv Free 2045 A Mutual Fund N/A | — | — | — | $240K | 0.2% | |
| Vngrd Infl Prtct Sec Adml Mutual Fund N/A | — | — | — | $234K | 0.2% | |
| Amfds Cap Inc Bldr R6 Mutual Fund N/A | — | — | — | $209K | 0.2% | |
| Bnymel Glbl Fxd Inc I Mutual Fund N/A | — | — | — | $196K | 0.2% | |
| Buffalo Discovery Fund Retail Class Mutual Fund N/A | — | — | — | $188K | 0.1% | |
| Nw Inv Dest Mod Cnsrv R6 Mutual Fund N/A | — | — | — | $167K | 0.1% | |
| Amfds New Prspct R6 Mutual Fund N/A | — | — | — | $165K | 0.1% | |
| Fid Infl Prtct Bd Indx Mutual Fund N/A | — | — | — | $163K | 0.1% | |
| Prncpl Hi Yld A Mutual Fund N/A | — | — | — | $157K | 0.1% | |
| Invesco Real Estate Fund: Class A Mutual Fund N/A | — | — | — | $137K | 0.1% | |
| Tcw Mtwst Total Return Bnd Fnd Class I Mutual Fund N/A | — | — | — | $131K | 0.1% | |
| Gughm Flotng Rt Strat A Mutual Fund N/A | — | — | — | $125K | <0.1% | |
| Blkrk Strat Inc Oppr Inv A Mutual Fund N/A | — | — | — | $115K | <0.1% | |
| Nuveen Lifecycle Index 2065 Fund - Class R6 Mutual Fund N/A | — | — | — | $112K | <0.1% | |
| Vngrd Mid-Cap Idx Fd As Mutual Fund N/A | — | — | — | $107K | <0.1% | |
| Jnshndrsn Rsrch N Mutual Fund N/A | — | — | — | $103K | <0.1% | |
| As Adj Rt Govt Inst Mutual Fund N/A | — | — | — | $92K | <0.1% | |
| Fidadv New Insghts A Mutual Fund N/A | — | — | — | $85K | <0.1% | |
| Buffalo Mid Cap Fund Retail Class Mutual Fund N/A | — | — | — | $78K | <0.1% | |
| Okmrk Glbl I Mutual Fund N/A | — | — | — | $72K | <0.1% | |
| Baron Smcap Mutual Fund N/A | — | — | — | $64K | <0.1% | |
| Clearbridge Growth Fund - Class A Mutual Fund N/A | — | — | — | $63K | <0.1% | |
| Nationwide Geneva Small Cap Growth Fund R6 Class Mutual Fund N/A | — | — | — | $59K | <0.1% | |
| Invsco Mn St Mdcap A Mutual Fund N/A | — | — | — | $58K | <0.1% | |
| Invsco Divrs Divd Inv Mutual Fund N/A | — | — | — | $58K | <0.1% | |
| Leggm Clrbrdg Smcap Gr A Mutual Fund N/A | — | — | — | $57K | <0.1% | |
| Blkrk Is S P 500 Indx Inst Mutual Fund N/A | — | — | — | $55K | <0.1% | |
| Amfds Amcap R6 Mutual Fund N/A | — | — | — | $53K | <0.1% | |
| Frstegle Gold R6 Mutual Fund N/A | — | — | — | $50K | <0.1% | |
| Col Sel Lgcap Gr Inst2 Mutual Fund N/A | — | — | — | $50K | <0.1% | |
| Leggm Wstras Infindplsbd I Mutual Fund N/A 668 * Loomis Bd Admn Mutual Fund N/A | — | — | — | $49K | <0.1% | |
| Wf Glbl Oppr A Mutual Fund N/A | — | — | — | $44K | <0.1% | |
| Fidadv Free 2055 A Mutual Fund N/A | — | — | — | $44K | <0.1% | |
| Abrden Glbl Eq A Mutual Fund N/A | — | — | — | $44K | <0.1% | |
| Vngrd Gr Indx Adml Mutual Fund N/A | — | — | — | $42K | <0.1% | |
| Gdmnscs Smcap Val A Mutual Fund N/A | — | — | — | $42K | <0.1% | |
| Vngrd 500 Index Fd As Mutual Fund N/A | — | — | — | $40K | <0.1% | |
| Gdmnscs Govt Inc A Mutual Fund N/A | — | — | — | $34K | <0.1% | |
| Trowepr Divd Gr Mutual Fund N/A | — | — | — | $34K | <0.1% | |
| Jpm Mdcap Val A Mutual Fund N/A | — | — | — | $33K | <0.1% | |
| Invsco Disc Mdcapgr A Mutual Fund N/A | — | — | — | $32K | <0.1% | |
| Pub-Ambcn Intl Eq Adv Mutual Fund N/A | — | — | — | $29K | <0.1% | |
| Trowepr Gr Stk Mutual Fund N/A | — | — | — | $27K | <0.1% | |
| Harbor Intl Inst Mutual Fund N/A | — | — | — | $25K | <0.1% | |
| Invsco Opp Intl Gr A Mutual Fund N/A | — | — | — | $22K | <0.1% | |
| Dfa Us Lgcap Val Inst Mutual Fund N/A | — | — | — | $21K | <0.1% | |
| Jpm Eq Inc A Mutual Fund N/A | — | — | — | $21K | <0.1% | |
| Nw Dest 2055 R6 Mutual Fund N/A | — | — | — | $19K | <0.1% | |
| Prudntl Glbl Realest A Mutual Fund N/A | — | — | — | $17K | <0.1% | |
| Fidadv Free 2060 A Mutual Fund N/A | — | — | — | $15K | <0.1% | |
| Dfa Glbl Realest Sec Inst Mutual Fund N/A | — | — | — | $15K | <0.1% | |
| Prncpl Cap App Inst Mutual Fund N/A | — | — | — | $14K | <0.1% | |
| Vngrd Us Gr Adml Mutual Fund N/A | — | — | — | $14K | <0.1% | |
| Nyli Mackay Total Return Bond Fund I Mutual Fund N/A | — | — | — | $14K | <0.1% | |
| Vngrd Realest Indx Adml Mutual Fund N/A | — | — | — | $11K | <0.1% | |
| Blackrock High Yield Portfolio Investor A Shares Mutual Fund N/A | — | — | — | $11K | <0.1% | |
| Nuveen Lifecycle Index Retirement Income Fund - Class R6 Mutual Fund N/A | — | — | — | $11K | <0.1% | |
| Amfds Gr Fd Am R6 Mutual Fund N/A | — | — | — | $9K | <0.1% | |
| Mfs Val A Mutual Fund N/A | — | — | — | $9K | <0.1% | |
| Vngrd Euro Stk Indx Adml Mutual Fund N/A | — | — | — | $9K | <0.1% | |
| Blkrk Lgcap Focs Gr Inv A Mutual Fund N/A | — | — | — | $8K | <0.1% | |
| Jpm Smcap Val A Mutual Fund N/A | — | — | — | $7K | <0.1% | |
| Prudntl Jnisn Gr A Mutual Fund N/A | — | — | — | $7K | <0.1% | |
| Amcent Shtdrinflprtbd R5 Mutual Fund N/A | — | — | — | $6K | <0.1% | |
| Macquarie Value Fund Class A Mutual Fund N/A | — | — | — | $5K | <0.1% | |
| Fnklnmsf Mut Euro A Mutual Fund N/A 360 * Fnklntmp Glbl Bd A Mutual Fund N/A | — | — | — | $5K | <0.1% | |
| Jns Intch Us Mgd Vltlty S Mutual Fund N/A | — | — | — | $4K | <0.1% | |
| Ab Intl Val A Mutual Fund N/A | — | — | — | $4K | <0.1% | |
| Prudntl Ttl Rtn Bd A Mutual Fund N/A | — | — | — | $4K | <0.1% | |
| Leggm Clrbrdg Lgcap Gr A Mutual Fund N/A | — | — | — | $4K | <0.1% | |
| Blkrk Smcap Gr Eq Inv A Mutual Fund N/A | — | — | — | $4K | <0.1% | |
| Vngrd Divd Gr Inv Mutual Fund N/A | — | — | — | $4K | <0.1% | |
| Ev Emrg Mkt Local Inc A Mutual Fund N/A | — | — | — | $3K | <0.1% | |
| Vngrd Hlth Care Adml Mutual Fund N/A | — | — | — | $3K | <0.1% | |
| Gdmnscs Lgcapval Insghts A Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| Invsco Disc Mdcapgr R5 Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| Blkrk Pacfc Inv A Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| Dbline Enhcd Cape I Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| Eupac Fund Class R6 Mutual Fund N/A | — | — | — | $2K | <0.1% | |
| Victory Pioneer Global Eq Fund Class A Mutual Fund N/A | — | — | — | $2K | <0.1% |
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