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Original filing (PDF)20260216162121NAL0006204515001
DIAKONOS GROUP, LLC
Form 5500
FILING_RECEIVED
DIAKONOS GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.0 mo~521 bps in Sched C fees
Active participants
649
Accounts w/ balance
459
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
88
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.0 months past the 10.5-month grace window.
- 521 bps in Schedule C fees — 902% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIAKONOS GROUP, LLC.
Plan sponsor
Name
DIAKONOS GROUP, LLC
EIN
16-1649197
Address
3325 FRENCH PARK DRIVE · SUITE 6 · EDMOND, OK · 73034
Phone
(405) 285-8166
Industry
Health Care & Social Assistancesee 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
2026-02-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WILSEY MEYER EATMON TATE PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL BANK AND TRUST COMPANY | 95-6817943 | — | RECORDKEEPER | $18K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRISTAR PENSION LTD | 75-1553813 | — | TPA | $69K | — |
Investments
19 direct securities· $1.7M(100% of reported assets)
Uncategorized
$1.3M
18 holdings
Mutual Funds
$355K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds * 2040 target Date Retirement Fund-R3 | Mutual Funds | — | — | $355K | 21.3% | |
| 2050 target Date Retirement Fund-R3 | — | — | — | $312K | 18.7% | |
| 2035 target Date Retirement Fund-R3 | — | — | — | $239K | 14.3% | |
| 2030 target Date Retirement Fund-R3 | — | — | — | $190K | 11.4% | |
| 2045 target Date Retirement Fund-R3 | — | — | — | $185K | 11.1% | |
| 2025 target Date Retirement Fund-R3 | — | — | — | $120K | 7.2% | |
| 2060 target Date Retirement Fund-R3 | — | — | — | $78K | 4.7% | |
| 2020 target Date Retirement Fund-R3 | — | — | — | $63K | 3.8% | |
| 2065 target Date Retirement Fund-R3 | — | — | — | $31K | 1.8% | |
| 2055 target Date Retirement Fund-R3 | — | — | — | $29K | 1.7% | |
| Growth Portfolio-R3 | — | — | — | $14K | 0.8% | |
| 2015 target Date Retirement Fund-R3 | — | — | — | $13K | 0.8% | |
| American Mutual Fund-R3 | — | — | — | $9K | 0.6% | |
| Fundamental Investors-R3 | — | — | — | $9K | 0.6% | |
| U.S. Government Money Market Fund-R3 | — | — | — | $9K | 0.6% | |
| The Growth Fund of America-R3 | — | — | — | $3K | 0.2% | |
| The Income Fund of America-R3 | — | — | — | $3K | 0.2% | |
| American Balanced Fund-R3 | — | — | — | $2K | 0.1% | |
| 2010 target Date Retirement Fund-R3 | — | — | — | $1K | <0.1% |
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