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Original filing (PDF)20251013155902NAL0000794179001
AKRF, INC.
Form 5500
FILING_RECEIVED
AKRF, INC. PROFIT SHARING PLAN AND 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
395
Accounts w/ balance
518
Plan assets (EOY)
$101.6M
Net assets (EOY)
$101.6M
How this plan invests
This plan
32 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
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AKRF, INC..
Plan sponsor
Name
AKRF, INC.
EIN
13-5331530
Address
440 PARK AVENUE SOUTH - 8TH FLOOR · NEW YORK, NY · 10016
Phone
(646) 388-9550
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GRASSI & CO. CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $93K | — |
| USI ADVISORS, INC | — | GLASTONBURY, CT | RETAINED BY EMPLOYER | $38K | — |
Investments
31 direct securities· $98.8M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd Admiral | — | — | — | $21.0M | 20.7% | |
| American Funds Amer Target 2045 Fund R6 | — | — | — | $10.0M | 9.8% | |
| John Hancock Guaranteed Interest Account | — | — | — | $6.9M | 6.8% | |
| Pioneer Fundamental Grth K | — | — | — | $6.0M | 5.9% | |
| American Funds Amer Target 2035 Fund R6 | — | — | — | $5.5M | 5.4% | |
| American Funds Amer Target 2055 Fund R6 | — | — | — | $5.1M | 5.1% | |
| JP Morgan JP Morgan US Research Eqty R6 | — | — | — | $4.4M | 4.3% | |
| American Funds American New Perspective R6 | — | — | — | $4.3M | 4.2% | |
| PGIM Total Return Bond R6 | — | — | — | $4.3M | 4.2% | |
| American Funds American Mod Grw & Income R6 | — | — | — | $3.8M | 3.7% | |
| Columbia Mid Cap Index Inst2 | — | — | — | $3.1M | 3.0% | |
| Columbia Small Cap Index Inst2 | — | — | — | $2.7M | 2.7% | |
| MFS Value Fund (R6) | — | — | — | $2.7M | 2.7% | |
| Hartford Intl Opport R6 | — | — | — | $2.6M | 2.6% | |
| JP Morgan Undiscovered Mgrs Behav Val R6 | — | — | — | $2.0M | 2.0% | |
| Parnassus Core Equity Inst | — | — | — | $1.8M | 1.8% | |
| Invesco Developing Mkts R6 | — | — | — | $1.8M | 1.7% | |
| American Funds Amer Target 2040 Fund R6 | — | — | — | $1.2M | 1.2% | |
| Invesco Small Cap Growth R6 | — | — | — | $1.2M | 1.2% | |
| PGIM Jennison Mid Cp Growth R6 | — | — | — | $1.1M | 1.1% | |
| Blackrock Infl Prot Bond K | — | — | — | $1.1M | 1.1% | |
| American Funds Amer Target 2060 Fund R6 | — | — | — | $1.0M | 1.0% | |
| American Funds Amer Target 2030 Fund R6 | — | — | — | $874K | 0.9% | |
| Neuberger Berman Neuberger Ber Real Estate R6 | — | — | — | $786K | 0.8% | |
| Pioneer Strategic Income K | — | — | — | $769K | 0.8% | |
| American Funds Amer Target 2050 Fund R6 | — | — | — | $736K | 0.7% | |
| American Funds Amer Target 2025 Fund R6 | — | — | — | $670K | 0.7% | |
| Participant Loans Interest rates ranging from 4.75% to 10.00% -0- | — | — | — | $527K | 0.5% | |
| American Funds American Funds 2065 TD Ret R6 | — | — | — | $479K | 0.5% | |
| American Funds Amer Target 2015 Fund R6 | — | — | — | $233K | 0.2% | |
| American Funds Amer Target 2020 Fund R6 | — | — | — | $1K | <0.1% |