How big is Pioneer Human Services' plan?

Pioneer Human Services' plan reported $47.1M in assets and 718 participants for 2024.

Original filing (PDF)20251003175844NAL0001650721001

Pioneer Human Services

Name: Pioneer Human Services — Pioneer Human Services, Form 5500 (2024)
Creator: Pioneer Human Services
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pioneer Human Services 403(b) Plan

403(b) retirement plan · Pioneer Human Services' Pioneer Human Services 403(b) Plan held $47.1M in plan assets for 718 participants in 2024, with Vanguard as recordkeeper.

Signals · 1

Late participant contributions

Active participants

718

Accounts w/ balance

1,097

Plan assets (EOY)

$47.1M

Net assets (EOY)

$47.1M

People on this filing

Jillian Bishop signed Pioneer Human Services' 2024 Form 5500 as plan administrator.

Jillian Bishop — 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

Pioneer Human Services' EIN is 91-0791552.

EIN 91-0791552

Plan number 002

Plan year 2024

ACK ID 20251003175844NAL0001650721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pioneer Human Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pioneer Human Services' plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, 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 PIONEER HUMAN SERVICES.

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How this plan invests

This plan

33 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

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Plan sponsor

Name

PIONEER HUMAN SERVICES

EIN

all filings

Address

7440 MARGINAL WAY SOUTH · SEATTLE, WA · 98108

Phone

(206) 768-1990

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$110K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANICAL SERVICES INC	13-2638166	—	NONE	$34K	—
CLIFTON LARSON ALLEN LLP

Investments

33 direct securities· $47.1M(100% of reported assets)

Mutual Funds

$43.3M

22 holdings

Common Collective Trusts

$2.2M

1 holding

Other securities

$1.6M

10 holdings

					% of plan
American Funds 2035 Target Date Retirement	Mutual Funds	—	—	$6.9M	14.6%
American Funds 2030 Target Date Retirement	Mutual Funds	—	—	$6.6M	14.0%
American Funds 2025 Target Date Retirement	Mutual Funds	—	—	$6.1M	12.9%
American Funds 2040 Target Date Retirement	Mutual Funds	—	—	$5.7M	12.0%
American Funds 2045 Target Date Retirement	Mutual Funds	—	—	$4.4M	9.4%
American Funds 2050 Target Date Retirement	Mutual Funds	—	—	$3.3M	7.1%
American Funds 2055 Target Date Retirement	Mutual Funds	—	—	$2.2M	4.7%
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$2.2M	4.7%
American Funds 2020 Target Date Retirement	Mutual Funds	—	—	$1.7M	3.7%
MFS Growth R4	Mutual Funds	—	—	$1.4M	3.0%
American Funds 2060 Target Date Retirement	Mutual Funds	—	—	$1.3M	2.8%
American Funds 2065 Target Date Retirement	Mutual Funds	—	—	$739K	1.6%
American Funds 2010 Target Date Retirement	Mutual Funds	—	—	$502K	1.1%
John Hancock Disciplined Value Mid Cap	Other securities	—	—	$458K	1.0%
Vanguard Treasury Money Market Investor	Mutual Funds	—	—	$415K	0.9%
American Funds 2015 Target Date Retirement	Mutual Funds	—	—	$406K	0.9%
Janus Henderson Enterprise Fund	Mutual Funds	—	—	$395K	0.8%
Metropolitan West Total Return Bond	Other securities	—	—	$320K	0.7%
J P Morgan Small Cap Value	Other securities	—	—	$312K	0.7%
PIMCO Income Institutional	Mutual Funds	—	—	$306K	0.7%
Vanguard Federal Money Market Fund	Mutual Funds	—	—	$246K	0.5%
J P Morgan Small Cap Growth	Other securities	—	—	$246K	0.5%
Vanguard Extended Market Index Admiral	Mutual Funds	—	—	$149K	0.3%
T. Rowe Price Value	Other securities	—	—	$134K	0.3%
Vanguard International Value	Mutual Funds	—	—	$133K	0.3%
American Funds EuroPacific Growth	Mutual Funds	—	—	$127K	0.3%
Vanguard Total Bond Market Index Admiral	Mutual Funds	—	—	$119K	0.3%
Vanguard Total Intl Stock Index Admiral	Mutual Funds	—	—	$60K	0.1%
Parnassus Core Equity	Other securities	—	—	$36K	<0.1%
Parnassus Mid Cap Growth	Other securities	—	—	$30K	<0.1%
Calvert Balanced A	Other securities	—	—	$19K	<0.1%
Calvert Core Bond A	Other securities	—	—	$16K	<0.1%
Calvert Small Cap A	Other securities	—	—	$16K	<0.1%