How big is PIE Insurance Services, Inc.'s plan?

PIE Insurance Services, Inc.'s plan reported $27.6M in assets and 346 participants for 2024.

Original filing (PDF)20251006152759NAL0009780930001

PIE Insurance Services, Inc.

Name: PIE Insurance Services, Inc. — PIE Insurance 401(k), Form 5500 (2024)
Creator: PIE Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

PIE Insurance 401(k) Plan

401(k) retirement plan · PIE Insurance Services, Inc.'s PIE Insurance 401(k) Plan held $27.6M in plan assets for 346 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

346

Accounts w/ balance

525

Plan assets (EOY)

$27.6M

Net assets (EOY)

$27.6M

People on this filing

Stephanie Prevost signed PIE Insurance Services, Inc.'s 2024 Form 5500 as plan administrator.

Stephanie Prevost — 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

PIE Insurance Services, Inc.'s EIN is 82-3225609.

EIN 82-3225609

Plan number 001

Plan year 2024

ACK ID 20251006152759NAL0009780930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PIE Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PIE Insurance Services, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PIE INSURANCE SERVICES, INC..

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

PIE INSURANCE SERVICES, INC.

EIN

all filings

Address

1615 L ST. NW · SUITE 620 · WASHINGTON, DC · 20036

Phone

(312) 730-8225

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$38K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	43-1451524	—	ADVISOR	$42K	—

Investments

35 direct securities· $27.6M(100% of reported assets)

Mutual Funds

$22.4M

21 holdings

Common Collective Trusts

$4.5M

7 holdings

Other securities

$710K

7 holdings

					% of plan
Fidelity** Freedom 2055 Fund	Mutual Funds	—	—	$5.8M	20.9%
Fidelity** Freedom 2050 Fund	Mutual Funds	—	—	$5.4M	19.7%
Fidelity** 500 Index Fund	Common Collective Trusts	—	—	$3.4M	12.4%
Fidelity** Freedom 2060 Fund	Mutual Funds	—	—	$3.0M	10.9%
Fidelity** Freedom 2045 Fund	Mutual Funds	—	—	$2.8M	10.0%
Fidelity** Freedom 2040 Fund	Mutual Funds	—	—	$1.4M	5.2%
Fidelity** Blue Chip Growth Fund	Mutual Funds	—	—	$1.1M	3.9%
Fidelity** Freedom 2030 Fund	Mutual Funds	—	—	$905K	3.3%
Fidelity** Freedom 2035 Fund	Mutual Funds	—	—	$546K	2.0%
Fidelity** International Index Fund	Common Collective Trusts	—	—	$391K	1.4%
through February 2033 -	Other securities	—	—	$346K	1.3%
Fidelity** Mid-Cap Index Fund	Common Collective Trusts	—	—	$312K	1.1%
American Funds American Mutual Fund	Mutual Funds	—	—	$282K	1.0%
Invesco Small Cap Value Fund	Mutual Funds	—	—	$257K	0.9%
Fidelity** Freedom 2025 Fund	Mutual Funds	—	—	$256K	0.9%
Fidelity** Small-Cap Index Fund	Common Collective Trusts	—	—	$230K	0.8%
Fidelity** Freedom 2010 Fund * 871 Fidelity** Money market fund - Government Money Market Account	Mutual Funds	—	—	$222K	0.8%
Victory Sycamore Established Value Fund	Other securities	—	—	$167K	0.6%
Fidelity** Freedom 2065 Fund	Mutual Funds	—	—	$146K	0.5%
Fidelity** U.S. Bond Index Fund	Common Collective Trusts	—	—	$111K	0.4%
American Funds New World Fund	Mutual Funds	—	—	$108K	0.4%
JPMorgan Mid Cap Growth Fund	Other securities	—	—	$96K	0.3%
Fidelity** International Capital Appreciation Fund	Mutual Funds	—	—	$59K	0.2%
Dodge & Cox International Stock Fund	Mutual Funds	—	—	$50K	0.2%
Calvert U.S. Large Cap Fund	Other securities	—	—	$38K	0.1%
Cohen & Steers Institutional Realty Shares Fund	Other securities	—	—	$33K	0.1%
DFA Inflation Protected Securities Fund	Mutual Funds	—	—	$31K	0.1%
American Funds The Bond Fund of America Fund	Mutual Funds	—	—	$24K	<0.1%
AB Small-Cap Growth Fund	Other securities	—	—	$22K	<0.1%
Fidelity** Freedom 2020 Fund	Mutual Funds	—	—	$21K	<0.1%
Fidelity** Freedom Income Fund	Mutual Funds	—	—	$16K	<0.1%
Virtus KAR International Small-Mid Cap	Other securities	—	—	$8K	<0.1%
PIMCO Income Fund	Mutual Funds	—	—	$6K	<0.1%
Fidelity** International Bond Index Fund	Common Collective Trusts	—	—	$5K	<0.1%
Calvert International Responsible Index Fund	Common Collective Trusts	—	—	$2K	<0.1%