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Original filing (PDF)20251013101247NAL0000997777001
PIONEER TECHNICAL SERVICES, INC.
Form 5500
FILING_RECEIVED
PIONEER TECHNICAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
65% in single holding
Active participants
125
Accounts w/ balance
131
Plan assets (EOY)
$29.4M
Net assets (EOY)
$29.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 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: CORE PLUS BOND PGIM FUND (SACPP) (extraction pending)]" is 65% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIONEER TECHNICAL SERVICES, INC..
Plan sponsor
Name
PIONEER TECHNICAL SERVICES, INC.
EIN
81-0474175
Address
PO BOX 3445 · BUTTE, MT · 597023445
Phone
(406) 782-5177
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
PIONEER TECHNICAL
EIN
81-0474175
City
BUTTE, MT
Phone
(406) 782-5177
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $71K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES INC | — | JERSEY CITY, NJ | BROKER/ADVISOR | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $23K | — |
Investments
2 pooled funds· $1.1M(4% 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 |
|---|---|---|---|---|---|---|
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $732K | 2.5% | |
| FUTURE FUNDS SERIES ACCOUNT II EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $388K | 1.3% |