Back to filter
Original filing (PDF)20250825051645NAL0015014354001
PIC GROUP, INC.
Form 5500
FILING_RECEIVED
PIC GROUP, INC. 401(K) WEALTH ACCUMULATION PLAN
401(k) retirement plan
Active participants
326
Accounts w/ balance
400
Plan assets (EOY)
$38.2M
Net assets (EOY)
$38.2M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIC GROUP, INC..
Plan sponsor
Name
PIC GROUP, INC.
EIN
62-1409871
Address
1000 PARKWOOD CIRCLE SUITE 1000 · ATLANTA, GA · 30339
Phone
(678) 627-4134
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MOORE COLSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $53K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $43K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOORE COLSON | 58-1653941 | — | ACCOUNTANT | $20K | — |
Investments
32 direct securities · 1 pooled fund· $37.3M(98% 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.
Registered Investment Companies
$35.4M
32 holdings
Common Collective Trust
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $5.1M | 13.3% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $2.2M | 5.7% | |
| MASSACHUSETTS INVESTORS GR R6 | Registered Investment Companies | — | — | $2.2M | 5.7% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $2.1M | 5.4% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $2.1M | 5.4% | |
| FEDERATED HERMES CAP PRES IP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.8M | 4.8% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $1.8M | 4.7% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $1.8M | 4.6% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $1.8M | 4.6% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $1.7M | 4.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.7M | 4.4% | |
| TOUCHSTONE LARGE CAP FOCUSED A | Registered Investment Companies | — | — | $1.6M | 4.1% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $1.2M | 3.1% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $1.1M | 3.0% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $1.1M | 2.9% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $1.0M | 2.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $793K | 2.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $742K | 1.9% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $728K | 1.9% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $706K | 1.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $687K | 1.8% | |
| PGIM SH TERM CORP BD Z | Registered Investment Companies | — | — | $594K | 1.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $582K | 1.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $578K | 1.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $543K | 1.4% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $372K | 1.0% | |
| FRANKLIN SMALL MID CAP GR R6 | Registered Investment Companies | — | — | $257K | 0.7% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $240K | 0.6% | |
| HTFD SCHRODERS INTL STOCK SDR | Registered Investment Companies | — | — | $128K | 0.3% | |
| THE HARTFORD BALANCED INC R5 | Registered Investment Companies | — | — | $69K | 0.2% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $61K | 0.2% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $44K | 0.1% | |
| AMERCENT INFL ADJ BD R5 | Registered Investment Companies | — | — | $33K | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Professional & Technical Services plans
PELOTON GROUP, LLC
PELOTON GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$38.1M · 293 participants
EMPLOYERS COUNCIL
MOUNTAIN STATES EMPLOYERS COUNCIL, INC. PENSION PLAN AND TRUST
$38.4M · 88 participants
CS DISCO, INC.
CS DISCO, INC. RETIREMENT TRUST
$37.9M · 407 participants
CHICKASAW HOLDING COMPANY
CHICKASAW HOLDING COMPANY EMPLOYEES' 401(K) PLAN
$38.5M · 197 participants
INVISION COMMUNICATIONS, INC.
INVISION COMMUNICATIONS, INC. 401(K) PLAN
$37.8M · 165 participants
OVATIVE GROUP LLC
OVATIVE GROUP 401K PLAN
$37.8M · 493 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