Original filing (PDF)20251011100348NAL0019816018001

PF5 CONSULTING, LLC

Name: PF5 CONSULTING, LLC — PF5 CONSULTING, LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PF5 CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

PF5 CONSULTING, LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$172K

Net assets (EOY)

$172K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PF5 CONSULTING, LLC.

Plan sponsor

Name

PF5 CONSULTING, LLC

EIN

82-2337267all filings

Address

600 W LOVELAND AVENUE · SUITE B · LOVELAND, OH · 45140

Phone

(513) 383-9244

Industry

Wholesale Tradesee 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

2025-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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