Back to filter
Original filing (PDF)20250904155713NAL0010134275001
PAI, INC.
Form 5500
FILING_RECEIVED
PAI, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
354
Accounts w/ balance
418
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: COMMINGLED PENSION TRUST FUND (STABLE ASSET INCOME) OF JPMORGAN CHASE BANK, N.A. (extraction pending)]" is 100% of plan.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAI, INC..
Plan sponsor
Name
PAI, INC.
EIN
58-1897472
Address
950 NORTHBROOK PARKWAY · SUWANEE, GA · 30024
Phone
(770) 407-4160
Industry
Manufacturingsee 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
2025-09-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $22K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
1 pooled fund· $1.7M(7% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $1.7M | 6.8% |
Related plans
Other plans using JPMORGAN INVEST HOLDINGS LLC
PHI GROUP, INC.
PHI GROUP, INC. 401(K) RETIREMENT PLAN
$426.9M · 2,040 participants
FIRSTSERVICE RESIDENTIAL, INC.
FIRSTSERVICE RESIDENTIAL 401(K) PLAN
$328.2M · 15,603 participants
UPBOUND GROUP, INC.
UPBOUND 401(K) RETIREMENT SAVINGS PLAN
$245.2M · 9,266 participants
BLACKHAWK NETWORK HOLDINGS, INC.
BLACKHAWK NETWORK 401(K) PLAN
$212.9M · 1,736 participants
FEDWAY ASSOCIATES, INC.
FEDWAY ASSOCIATES, INC. 401(K) EMPLOYEE SAVINGS PLAN
$188.5M · 797 participants
BGE, INC.
BGE, INC. 401(K) PLAN
$165.9M · 1,041 participants
Similar-size Manufacturing plans
MORRYDE INTERNATIONAL, INC.
MORRYDE INTERNATIONAL, INC. 401(K) PLAN AND TRUST
$24.6M · 649 participants
ZF CHASSIS MODULES (USA) INC.
ZF CHASSIS MODULES (USA) INC. 401(K) SAVINGS PLAN
$24.1M · 330 participants
HUF NORTH AMERICA
HUF NORTH AMERICA AUTOMOTIVE PARTS MANUFACTURING CORP. 401(K) PLAN
$24.1M · 270 participants
MUSASHI AUTO PARTS-MICHIGAN INC.
MUSASHI AUTO PARTS-MICHIGAN ASSOCIATES RETIREMENT SAVINGS PLAN
$23.7M · 416 participants
MOVEERO, INC.
MOVEERO, INC. RETIREMENT PLAN
$25.3M · 173 participants
TRIMARK CORPORATION
TRIMARK CORPORATION 401K RETIREMENT PLAN
$25.3M · 360 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants