Filings through Oct 24, 2026.

PF, LLC 401(k) P/S Plan

Name: PF, LLC - PF, LLC 401(K) P/S PLAN (2025) Form 5500
Creator: PF, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PF, LLC 401(K) P/S PLAN, PF, LLC

PF, LLCEIN 20-0903358Plan #001PY 2025

500 CHESTERFIELD PARKWAY - MALVERN, PA 19355443-485-5322

How to read this page

Prospect flags

3 of 17 flags tripped on the 2025 filing.

How flags work

Compliance
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Schedule H, line 4a
Compliance
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Schedule H, line 4e
Opportunity
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Schedule H, line 2

Total assets (EOY)

$10.1M

+28.7% from 2024

Total participants

169

+10.5% from 2024

Average account balance

$72,676

+15.8% from 2024

Annual return

13.08%

-0.49 pp from 2024

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 6,114 peers

Industry: 54 - Professional, Scientific, and Technical Services
Plan type: Defined contribution
Participants: 100-249
Cohort: 6,114 peers
Snapshot: 2025

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.

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Percentile for each metric
Middle 50% of peers
Peer median
This plan's value next to its peers

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Plan history

Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.

2025 filing

Total assets (EOY): $10,101,988
Participants: 169
Contributions: $2,173,579
Annual return: 13.08%

2024 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Assets, participants and contributions by year
Annual return by year
Year-over-year charts

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Expense breakdown

$10K in admin expenses, $60 per participant (all participants, line 6f).

Schedule H, line 2i

Contract admin$10K (100%)

Admin expense ratio

0.100%

Admin expenses as % of EOY assets; fund fees not included

Categories reported

1 / 9

subdivided buckets used

Investments

This section lists the funds on the plan's investment schedule and what changed since the prior filing.

Fund lineup

6 funds of $250K or more; 41 lines in all, holding $5.4M of the plan's $10.1M. Recordkeeper: Ascensus.

2025 filing, Schedule H, line 4i

In collective trusts8%median 0% for plans of $5M to $50M (40,449 plans)

In index funds11%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series7%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Target-date series: American Funds Target Date, mutual fund, 7% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund	JPMorgan	Mutual fund	$1.1M	19.5%
Pacer Trendpilot 750 Manager not matched · Mutual fund	Not yet matched	Mutual fund	$496K	9.1%
Pacer Lunt Large Cap Multi-Factor Manager not matched · Mutual fund	Not yet matched	Mutual fund	$437K	8.0%
Pacer Data and Digital Revolution Manager not matched · Mutual fund	Not yet matched	Mutual fund	$382K	7.0%
American Funds Target Date Capital Group · Mutual fund Target-date, 6 vintages	Capital Group	Mutual fund	$359K	6.6%
Income Fund OF America Capital Group · Mutual fund	Capital Group	Mutual fund	$283K	5.2%
Franklin Gold & Precious Metals Fund Franklin Templeton · Mutual fund	Franklin Templeton	Mutual fund	$273K	5.0%
Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$250K	4.6%
SSgA S&P 500 State Street (SSgA) · Collective trust Index	State Street (SSgA)	Collective trust	$224K	4.1%
Invesco QQQ Trust Invesco · Collective trust	Invesco	Collective trust	$192K	3.5%

Fund	Manager	Vehicle	Dollars	% of funds
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro
Name available on Pro	Name available on Pro	Available on Pro	Dollar amount available on Pro	Percentage available on Pro

31 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.

31 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:

Every fund in the lineup
Manager, vehicle and dollars per fund
Share of plan assets
Every change since the prior filing

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Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Top 1 by compensation.

Schedule C

Provider	Service type	Compensation
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 Recordkeeping	Recordkeeping	$5,339

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: BELFINT, LYONS & SHUMAN, P.A.
Auditor EIN: 51-0232399
Audit fees: Not reported separately
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

8 feature codes on the 2025 filing.

Line 8a

Plan feature codes2E2F2G2J2K2R2T3D

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Look up a plan sponsor by EIN. The free Form 5500 search needs no account.

Fund

Dollars

% of funds%

JPMorgan Large Cap Growth Fund

JPMorgan · Mutual fund

$1.1M

19.5%

Pacer Trendpilot 750

Manager not matched · Mutual fund

$496K

9.1%

Pacer Lunt Large Cap Multi-Factor

Manager not matched · Mutual fund

$437K

8.0%

Pacer Data and Digital Revolution

Manager not matched · Mutual fund

$382K

7.0%

American Funds Target Date

Capital Group · Mutual fund

Target-date, 6 vintages

$359K

6.6%

Income Fund OF America

Capital Group · Mutual fund

$283K

5.2%

Franklin Gold & Precious Metals Fund

Franklin Templeton · Mutual fund

$273K

5.0%

Vanguard Growth Index Fund Investor Shares

Vanguard · Mutual fund

Index

$250K

4.6%

SSgA S&P 500

State Street (SSgA) · Collective trust

Index

$224K

4.1%

Invesco QQQ Trust

Invesco · Collective trust

$192K

3.5%

Provider

Compensation

ASCENSUS LLC1 year

Service code 15 · EIN 11-3665754

Recordkeeping

$5,339

PF, LLC 401(k) P/S Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

Plan design

Plan features

PF, LLC 401(k) P/S Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Investments

Fund lineup

Providers

Service providers

Audit opinion

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

PF, LLC 401(k) P/S Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

Plan design

Plan features

PF, LLC 401(k) P/S Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Investments

Fund lineupi

Providers

Service providersi

Audit opinioni

People on file

5500 filings

Plan design

Plan features

People on file

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Fund lineup

Service providers

Audit opinion