· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PEX HOLDING CO. 401(K) PLAN — PEX HOLDING CO., LLC., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250430160623NAL0004317602001
PEX HOLDING CO. 401(K) PLAN
Form 5500-SF
FILING_RECEIVED
PEX HOLDING CO., LLC.
401(k) retirement plan
Active participants
26
Accounts w/ balance
14
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PEX HOLDING CO. 401(K) PLAN
.
Find decision makers
Plan sponsor
Name
PEX HOLDING CO. 401(K) PLAN
EIN
88-1171955
Address
321 N AVIADOR STREET STE 201 · CAMARILLO, CA · 93010
Phone
(805) 504-8473
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Name
SBSF
EIN
27-3232902
City
DULUTH, GA
Phone
(212) 564-2464
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-30
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
THE LUMIERE GROUP, LLC
THE LUMIERE GROUP, LLC 401(K) PROFIT SHARING PLAN
$1.3M · 9 participants
METIS COMMUNICATIONS, INC.
METIS COMMUNICATIONS, INC. 401(K) PLAN
$1.3M · 5 participants
SFE PARTNERS LLC
SFE PARTNERS LLC 401K PLAN
$1.3M · 21 participants
PALADIN TECHNOLOGY SOLUTIONS, LL
PALADIN TECHNOLOGY SOLUTIONS, LLC 401(K) PLAN
$1.3M · 36 participants
ABLE CANYON, LLC
ABLE CANYON, LLC RETIREMENT TRUST
$1.3M · 2 participants
80
Knocking points off
54% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DEFINEDCROWD CORPORATION
DEFINEDCROWD CORPORATION 401(K) PLAN
$1.3M · 10 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
