Back to filter
Original filing (PDF)20250804171947NAL0003995330001
PIONEER HOLDING, INC.
Form 5500
FILING_RECEIVED
PIONEER TITLE COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
258
Accounts w/ balance
258
Plan assets (EOY)
$38.8M
Net assets (EOY)
$38.8M
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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIONEER HOLDING, INC..
Plan sponsor
Name
PIONEER HOLDING, INC.
EIN
82-0347110
Address
8151 W. RIFLEMAN ST. · BOISE, ID · 83704
Phone
(208) 373-3765
Industry
Real Estatesee 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
2025-08-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE PENSION SERVICES | 82-0433443 | BOISE, ID | THIRD PARTY ADMIN | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EIDE BAILLY, LLP | 45-0250958 | — | AUDITOR | $15K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | SERVICE PROVIDER | $27K | — |
| MORGAN STANLEY | 82-0347110 | — | SERVICE PROVIDER | $15K | — |
Investments
32 direct securities · 1 pooled fund· $38.8M(100% 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.
Uncategorized
$37.2M
32 holdings
Common Collective Trust
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 Mutual Fund N/A | — | — | — | $7.0M | 18.0% | |
| T. Rowe Price Retirement 2030 Mutual Fund N/A | — | — | — | $6.5M | 16.8% | |
| T. Rowe Price Retirement 2025 Mutual Fund N/A | — | — | — | $3.9M | 10.0% | |
| T. Rowe Price Retirement 2045 Mutual Fund N/A | — | — | — | $3.5M | 9.1% | |
| T. Rowe Price Retirement 2040 Mutual Fund N/A | — | — | — | $3.0M | 7.8% | |
| T. Rowe Price Retirement 2020 Mutual Fund N/A | — | — | — | $2.4M | 6.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.7M | 4.3% | |
| T. Rowe Price Blue Chip Growth Mutual Fund N/A | — | — | — | $1.0M | 2.7% | |
| USTR MNY I Mutual Fund N/A | — | — | — | $1.0M | 2.7% | |
| JP Morgan Equity Income R6 Mutual Fund N/A | — | — | — | $977K | 2.5% | |
| T. Rowe Price Retirement 2050 Mutual Fund N/A | — | — | — | $926K | 2.4% | |
| T. Rowe Price Retirement 2055 Mutual Fund N/A | — | — | — | $923K | 2.4% | |
| Notes receivable from participants Maturing 2025 -2054 at interest rates of 4.25% - 9.50% $ - | — | — | — | $867K | 2.2% | |
| American Funds New World R6 Mutual Fund N/A | — | — | — | $764K | 2.0% | |
| T. Rowe Price Retirement 2015 Mutual Fund N/A | — | — | — | $739K | 1.9% | |
| MFS International Value R6 Mutual Fund N/A | — | — | — | $532K | 1.4% | |
| T. Rowe Price Retirement 2060 Mutual Fund N/A | — | — | — | $486K | 1.3% | |
| American Funds American Balanced R6 Mutual Fund N/A | — | — | — | $443K | 1.1% | |
| T. Rowe Price Retirement 2010 Mutual Fund N/A | — | — | — | $389K | 1.0% | |
| Vanguard 500 Index Admiral Mutual Fund N/A | — | — | — | $282K | 0.7% | |
| Thornburg International Equity R6 Mutual Fund N/A | — | — | — | $255K | 0.7% | |
| MFS Mid Cap Growth R6 Mutual Fund N/A | — | — | — | $236K | 0.6% | |
| Vanguard Mid Cap Index Mutual Fund N/A | — | — | — | $202K | 0.5% | |
| Vanguard Small Cap Index Adm Mutual Fund N/A | — | — | — | $178K | 0.5% | |
| DFA US Small CAP Growth Fund Mutual Fund N/A | — | — | — | $115K | 0.3% | |
| Baird Short-Term Bond Investor Mutual Fund N/A | — | — | — | $108K | 0.3% | |
| JP Morgan Large Cap Growth Fund Class R6 Mutual Fund N/A | — | — | — | $93K | 0.2% | |
| T. Rowe Price Retirement 2065 Mutual Fund N/A | — | — | — | $72K | 0.2% | |
| PGIM High-Yield R6 Mutual Fund N/A | — | — | — | $66K | 0.2% | |
| Quant Sol Mutual Fund N/A | — | — | — | $50K | 0.1% | |
| Neuberger Berman Strategic Income R6 Mutual Fund N/A | — | — | — | $47K | 0.1% | |
| T. Rowe Price Retirement Balanced Inv Mutual Fund N/A | — | — | — | $38K | <0.1% | |
| JP Morgan Core Bond Fund R6 Mutual Fund N/A | — | — | — | $11K | <0.1% |