· 2022–2024 · DOL EFAST2

PI Management Services Inc. — PI Management Services, Form 5500 (2025)

Original filing (PDF)20260721154031NAL0011417089001

PI Management Services Inc.

Form 5500-SF

FILING_RECEIVED

PI Management Services Inc. 401(k) Plan

401(k) retirement plan · PI Management Services Inc.'s PI Management Services Inc. 401(k) Plan held $340K in plan assets for 73 participants in 2025.

Active participants

73

Accounts w/ balance

39

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

40

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

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 PI MANAGEMENT SERVICES INC.

Plan sponsor

Name

PI MANAGEMENT SERVICES INC

EIN

87-4481814all filings

Address

P.O. BOX 190066 · BOISE, ID · 83719

Phone

(208) 866-9198

Industry

Construction

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-21

Pension benefit codes

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)

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

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

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