Back to filter
Original filing (PDF)20250730084726NAL0001786195001
K POST COMPANY
Form 5500
FILING_RECEIVED
K POST COMPANY 401K
401(k) retirement plan
Active participants
310
Accounts w/ balance
122
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
Plan health score (directional)
90
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- 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.
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K POST COMPANY.
Plan sponsor
Name
K POST COMPANY
EIN
27-0073666
Address
PO BOX 540667 · DALLAS, TX · 75354
Phone
(972) 910-8777
Industry
Constructionsee all
Plan administrator
Name
K POST COMPANY
EIN
27-0073666
City
DALLAS, TX
Phone
(972) 910-8777
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
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)
Audit & trust (Schedule H)
Auditor
BLACKBURN MAY & CO., LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $4K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES INC | — | DALLAS, TX | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE, INC | — | PORT WASHINGTON, WI | CONTRACT ADMIN | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $582 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using EMPOWER ANNUITY INS CO OF AMERICA
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND
DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY
$8.0B · 23,406 participants
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN
ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN
$7.3B · 28,341 participants
INDIANA UNIVERSITY HEALTH INC.
IU HEALTH 401(K) SAVINGS PLAN
$4.5B · 40,158 participants
ARTHUR J. GALLAGHER (ILLINIOS), LLC.
ARTHUR J. GALLAGHER & CO. EMPLOYEES SAVINGS AND THRIFT PLAN
$3.9B · 23,895 participants
MEDSTAR HEALTH, INC.
MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN
$3.5B · 35,033 participants
Similar-size Construction plans
DELLA MAGGIORE TILE, INC.
DELLA MAGGIORE TILE, INC. PROFIT SHARING PLAN
$9.0M · 14 participants
CANBY EXCAVATING
CANBY EXCAVATING 401(K) SAVINGS PLAN
$9.0M · 81 participants
GURTZ ELECTRIC COMPANY
GURTZ ELECTRIC COMPANY SALARY SAVINGS PLAN
$9.0M · 45 participants
G.E. RIDDIFORD COMPANY, INC.
G.E. RIDDIFORD COMPANY, INC. PROFIT SHARING PLAN
$9.1M · 16 participants
O & M INDUSTRIES
O & M INDUSTRIES 401K PROFIT SHARING PLAN
$9.1M · 31 participants
BOARD OF TRUSTEES LOCAL 502 SAVINGS FUND
CEMENT MASONS LOCAL UNION NO. 502 SAVINGS FUND
$9.0M · 1,304 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants