· 2022–2024 · DOL EFAST2

Five Pine Wealth Management — Five Pine Wealth, Form 5500 (2025)

Original filing (PDF)20260724113937NAL0012473955001

Five Pine Wealth Management

Form 5500-SF

FILING_RECEIVED

Five Pine Wealth 401(k) Plan

401(k) retirement plan · Five Pine Wealth Management's Five Pine Wealth 401(k) Plan held $155K in plan assets for 4 participants in 2025.

Active participants

4

Accounts w/ balance

5

Plan assets (EOY)

$155K

Net assets (EOY)

$155K

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

79

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 FIVE PINE WEALTH MANAGEMENT.

Plan sponsor

Name

FIVE PINE WEALTH MANAGEMENT

EIN

86-1834823all filings

Address

250 NORTHWEST BLVD. · SUITE 111 · COEUR D ALENE, ID · 83814

Phone

(877) 333-1015

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-24

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)

Small plans don't disclose service providers

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