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Original filing (PDF)20251003175844NAL0001650721001
PIONEER HUMAN SERVICES
Form 5500
FILING_RECEIVED
PIONEER HUMAN SERVICES 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
718
Accounts w/ balance
1,097
Plan assets (EOY)
$47.1M
Net assets (EOY)
$47.1M
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 (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIONEER HUMAN SERVICES.
Plan sponsor
Name
PIONEER HUMAN SERVICES
EIN
91-0791552
Address
7440 MARGINAL WAY SOUTH · SEATTLE, WA · 98108
Phone
(206) 768-1990
Industry
All Other Professional Services· Professional & Technical Servicessee all
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $110K | — |
| UBS FINANICAL SERVICES INC | 13-2638166 | — | NONE | $34K | — |
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | NONE | $18K | — |
| K & L GATES LLP | 25-0921018 | — | NONE | $7K | — |
Investments
33 direct securities· $47.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement | — | — | — | $6.9M | 14.6% | |
| American Funds 2030 Target Date Retirement | — | — | — | $6.6M | 14.0% | |
| American Funds 2025 Target Date Retirement | — | — | — | $6.1M | 12.9% | |
| American Funds 2040 Target Date Retirement | — | — | — | $5.7M | 12.0% | |
| American Funds 2045 Target Date Retirement | — | — | — | $4.4M | 9.4% | |
| American Funds 2050 Target Date Retirement | — | — | — | $3.3M | 7.1% | |
| American Funds 2055 Target Date Retirement | — | — | — | $2.2M | 4.7% | |
| Vanguard 500 Index Admiral | — | — | — | $2.2M | 4.7% | |
| American Funds 2020 Target Date Retirement | — | — | — | $1.7M | 3.7% | |
| MFS Growth R4 | — | — | — | $1.4M | 3.0% | |
| American Funds 2060 Target Date Retirement | — | — | — | $1.3M | 2.8% | |
| American Funds 2065 Target Date Retirement | — | — | — | $739K | 1.6% | |
| American Funds 2010 Target Date Retirement | — | — | — | $502K | 1.1% | |
| John Hancock Disciplined Value Mid Cap | — | — | — | $458K | 1.0% | |
| Vanguard Treasury Money Market Investor | — | — | — | $415K | 0.9% | |
| American Funds 2015 Target Date Retirement | — | — | — | $406K | 0.9% | |
| Janus Henderson Enterprise Fund | — | — | — | $395K | 0.8% | |
| Metropolitan West Total Return Bond | — | — | — | $320K | 0.7% | |
| J P Morgan Small Cap Value | — | — | — | $312K | 0.7% | |
| PIMCO Income Institutional | — | — | — | $306K | 0.7% | |
| Vanguard Federal Money Market Fund | — | — | — | $246K | 0.5% | |
| J P Morgan Small Cap Growth | — | — | — | $246K | 0.5% | |
| Vanguard Extended Market Index Admiral | — | — | — | $149K | 0.3% | |
| T. Rowe Price Value | — | — | — | $134K | 0.3% | |
| Vanguard International Value | — | — | — | $133K | 0.3% | |
| American Funds EuroPacific Growth | — | — | — | $127K | 0.3% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $119K | 0.3% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $60K | 0.1% | |
| Parnassus Core Equity | — | — | — | $36K | <0.1% | |
| Parnassus Mid Cap Growth | — | — | — | $30K | <0.1% | |
| Calvert Balanced A | — | — | — | $19K | <0.1% | |
| Calvert Core Bond A | — | — | — | $16K | <0.1% | |
| Calvert Small Cap A | — | — | — | $16K | <0.1% |
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