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Form 5500 · Retirement plan · MEMPHIS, TN

PICKERING, INC.

The filing calls this plan PICKERING, INC. 401(K) PLAN.

PICKERING, INC. of MEMPHIS, TN files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by TRANSAMERICA LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-0758014 · plan 002 · plan year 2024, filed Aug 29, 2025

Participants at the start of the year
149
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TRANSAMERICA LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC0December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
PICKERING, INC.
EIN 62-0758014
COMMONWEALTH FINANCIAL NETWORK
INVESTMENT ADVISORY-PLAN · EIN 04-2675571
$36,460
paid directly by the plan
TRANSAMERICA RETIREMENT SOLUTIONS
Recordkeeping and information management · EIN 13-3689044
$39,720
paid directly by the plan
ELLIS BENEFITS GROUP
Recordkeeping and information management · EIN 62-1417683
$7,299
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$24,151,594
Paid out in benefits
$2,228,508
Participants at the start of the year
149
Participants with account balances
119

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS
Independent accountantEIN 62-1804252
WATKINS UIBERALL PLLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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