How big is PDS Administration Company, Inc.'s plan?

PDS Administration Company, Inc.'s plan reported $13.6M in assets and 200 participants for 2024.

Original filing (PDF)20251013152028NAL0001606737001

PDS Administration Company, Inc.

Name: PDS Administration Company, Inc. — PDS Administratio, Form 5500 (2024)
Creator: PDS Administration Company, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

PDS Administration Company, Inc. Retirement Savings Plan

401(k) retirement plan · PDS Administration Company, Inc.'s PDS Administration Company, Inc. Retirement Savings Plan held $13.6M in plan assets for 200 participants in 2024, with Empower as recordkeeper.

Active participants

200

Accounts w/ balance

158

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

People on this filing

Plan Sponsor signed PDS Administration Company, Inc.'s 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

PDS Administration Company, Inc.'s EIN is 84-3903078.

EIN 84-3903078

Plan number 001

Plan year 2024

ACK ID 20251013152028NAL0001606737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PDS Administration Company, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

28 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

PDS ADMINISTRATION COMPANY, INC.

EIN

all filings

Address

555 METRO PLACE NORTH SUITE 650 · DUBLIN, OH · 43017

Phone

(858) 810-1519

Industry

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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$17K	—
ASCENSUS HOLDINGS INC DBA FUTUREPLA	—	SAN DIEGO, CA	CONTRACT ADMIN	$375	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS LLC

Investments

28 direct securities· $13.6M(100% of reported assets)

Mutual Funds

$10.2M

18 holdings

Other securities

$1.8M

7 holdings

Common Collective Trusts

$1.2M

2 holdings

Bonds / Notes

$315K

1 holding

					% of plan
American Funds 2025 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$1.5M	11.2%
American Funds 2035 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$1.2M	9.2%
American Funds 2040 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$1.1M	8.4%
Ishares S&P 500 Index K Mutual Fund	Common Collective Trusts	—	—	$1.1M	8.1%
American Funds 2045 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$1.0M	7.5%
American Funds 2030 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$859K	6.3%
American Funds 2060 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$828K	6.1%
American Funds Fundamental Investors R6 Mutual Fund	Mutual Funds	—	—	$703K	5.2%
Key Guaranteed Portfolio Fund Fully Benefit-Responsive Investment Contract	Other securities	—	—	$586K	4.3%
JPMorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$558K	4.1%
American Funds 2050 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$536K	4.0%
American Funds 2015 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$518K	3.8%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$356K	2.6%
American Funds 2055 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$354K	2.6%
MFS Mid Cap Value R6 Mutual Fund	Mutual Funds	—	—	$345K	2.5%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$315K	2.3%
Invesco Discovery Mid Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$306K	2.3%
American Beacon Small Cap Value Inst Mutual Fund	Other securities	—	—	$288K	2.1%
MFS Value R6 Mutual Fund	Mutual Funds	—	—	$225K	1.7%
Cohen & Steers Real Estate Securities I Mutual Fund	Other securities	—	—	$148K	1.1%
JPMorgan Core Plus Bond R6 Mutual Fund	Other securities	—	—	$144K	1.1%
Janus Henderson Triton N Mutual Fund	Mutual Funds	—	—	$110K	0.8%
Invesco Gold & Special Minerals R6 Mutual Fund	Mutual Funds	—	—	$104K	0.8%
Ishares U.S Aggregate Bond Index K Mutual Fund	Other securities	—	—	$71K	0.5%
Ishares Russell 2000 Small-Cap Index K Mutual Fund	Common Collective Trusts	—	—	$68K	0.5%
American Funds Europacific Growth R6 Mutual Fund	Mutual Funds	—	—	$63K	0.5%
Ishares Russell Mid-Cap Index K Mutual Fund	Other securities	—	—	$37K	0.3%
American Funds 2020 Target Date Retire R6 Mutual Fund	Mutual Funds	—	—	$33K	0.2%