How big is Pilkington Financial Group, LLC's plan?

Pilkington Financial Group, LLC's plan reported $882K in assets and 6 participants for 2025.

Original filing (PDF)20260513162652NAL0006420083001

Pilkington Financial Group, LLC

Name: Pilkington Financial Group, LLC — Pilkington, Form 5500 (2025)
Creator: Pilkington Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pilkington Financial 401(k) Plan

401(k) retirement plan · Pilkington Financial Group, LLC's Pilkington Financial 401(k) Plan held $882K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$882K

Net assets (EOY)

$882K

People on this filing

Derek Pilkington signed Pilkington Financial Group, LLC's 2025 Form 5500 as plan administrator.

Derek Pilkington — 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

Pilkington Financial Group, LLC's EIN is 82-3004546.

EIN 82-3004546

Plan number 001

Plan year 2025

ACK ID 20260513162652NAL0006420083001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pilkington Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pilkington Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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