Original filing (PDF)20240612153129NAL0013957811001

AIKG, LLC

Name: AIKG, LLC — AIKG, LLC 401(K) RETIREMENT PLAN, Form 5500 (2022)
Creator: AIKG, LLC

Form 5500

FILING_RECEIVED

AIKG, LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 3

Late filing · 6.9 mo~325 bps in Sched C feesNo recordkeeper disclosed

Active participants

555

Accounts w/ balance

216

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

How this plan invests

This plan

32 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Knocking points off

Filed 6.9 months past the 10.5-month grace window.
325 bps in Schedule C fees — 106% above peer band of 158 bps.
No recordkeeper disclosed on Schedule C.
Only 39% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIKG, LLC.

Plan sponsor

Name

AIKG, LLC

EIN

26-4586694

Address

1255 ROSWELL RD · MARIETTA, GA · 30062

Phone

(229) 448-4825

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-06-12

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

MOORE COLSON

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$24K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$4K	—

Investments

32 pooled funds· $5K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$5K

16 holdings

Pooled Separate Account

16 holdings

Investment	Type	Current value	% of plan
CAPITAL PRESERVATION INCOME FUND STANDARD INSURANCE CO. · EIN 38-4126247 / PN 549	Common Collective Trust	$5K	0.5%
PRIN LIFETIME HY 2020 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO, · EIN 26-6447574 / PN 003	Common Collective Trust	$0	<0.1%
PRIN CAPITAL APPR SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119	Pooled Separate Account	$0	<0.1%
PRIN CORE PLUS SEP ACT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005	Pooled Separate Account	$0	<0.1%
PRIN DIVERSIFIED INTL SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015	Pooled Separate Account	$0	<0.1%
PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPALLIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	$0	<0.1%
PRIN MIDCAP VALUE I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043	Pooled Separate Account	$0	<0.1%
PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	$0	<0.1%
PRIN MIDCAP S&P 400 IDX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	$0	<0.1%
PRIN MIDCAP GROWTH SEP ACT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021	Pooled Separate Account	$0	<0.1%
PRIN LARGECAP GROUP I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066	Pooled Separate Account	$0	<0.1%
PRIN REAL ESTATE SECS SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095	Pooled Separate Account	$0	<0.1%
PRINCIPALSTABLE VALUE SGNATURE PRINCIPAL LIFE INSURANCE COMPANY · EIN 93-6274328 / PN 001	Common Collective Trust	$0	<0.1%
PRIN SMALLCAP VALUE II SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096	Pooled Separate Account	$0	<0.1%
PRIN LIFETIME HY2010 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO, · EIN 26-6447574 / PN 001	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HY 2015 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO, · EIN 26-6447574 / PN 002	Common Collective Trust	$0	<0.1%
PRIN GLBL EMERG MARKETS SA-RA3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013	Pooled Separate Account	$0	<0.1%
PRIN LIFETIME HY 2025 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO, · EIN 26-6447574 / PN 004	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HY 2030 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO, · EIN 26-6447574 / PN 005	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HY 2035 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO, · EIN 26-6447574 / PN 006	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HY 2040 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO, · EIN 26-6447574 / PN 007	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HY 2045 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO, · EIN 26-6447574 / PN 008	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HY 2050 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO, · EIN 26-6447574 / PN 009	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HY 2055 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO, · EIN 26-6447574 / PN 010	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HY INC. CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO, · EIN 26-6447574 / PN 011	Common Collective Trust	$0	<0.1%
PRIN CORE FIX INC SEP ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118	Pooled Separate Account	$0	<0.1%
PRIN EQUITY INCOME SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120	Pooled Separate Account	$0	<0.1%
PRIN INTL EQUITY INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121	Pooled Separate Account	$0	<0.1%
PRINCIPAL BOND MKT INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122	Common Collective Trust	$0	<0.1%
PRIN LIFETIMEHY 2060 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HY 2065 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013	Common Collective Trust	$0	<0.1%
PRIN SMALL CAP GROUP I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070	Pooled Separate Account	$0	<0.1%