How big is PFI Inc.'s plan?

PFI Inc.'s plan reported $2.0M in assets and 10 participants for 2024.

Original filing (PDF)20251014123723NAL0003961440001

PFI Inc.

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

Form 5500-SF

FILING_RECEIVED

PFI Inc. 401(k) Plan

401(k) retirement plan · PFI Inc.'s PFI Inc. 401(k) Plan held $2.0M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Richard Tatum signed PFI Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

PFI Inc.'s EIN is 59-2419515.

EIN 59-2419515

Plan number 001

Plan year 2024

ACK ID 20251014123723NAL0003961440001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PFI Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PFI INC.

EIN

all filings

Address

607 SAVAGE COURT · LONGWOOD, FL · 32750

Phone

(407) 822-4499

Industry

Wholesale Trade

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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