Original filing (PDF)20251002080015NAL0000130579001

PERFORMANCE CONTRACTING GROUP, INC.

Name: PERFORMANCE CONTRACTING GROUP, INC. — PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN, Form 5500 (2024)
Creator: PERFORMANCE CONTRACTING GROUP, INC.

Form 5500

FILING_RECEIVED

PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN

401(k) retirement plan

Signals · 3

63% in single holding63% employer stockNo recordkeeper disclosed

Active participants

1,366

Accounts w/ balance

1,635

Plan assets (EOY)

$3.6B

Net assets (EOY)

$3.6B

How this plan invests

This plan

8 pooled trusts

Schedule D

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

Top holding "Performance Contracting Performance Contracting Group, Inc. Group, Inc. Common stock (4,970,245 shares)" is 63% of plan.
63% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (0 bps vs 5 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERFORMANCE CONTRACTING GROUP, INC..

Plan sponsor

Name

PERFORMANCE CONTRACTING GROUP, INC.

EIN

34-1478097

Address

11145 THOMPSON AVE · LENEXA, KS · 662191389

Phone

(913) 888-8600

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2Q · S-corporation ESOP

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$78K	—

Investments

32 direct securities · 8 pooled funds· $4.5B(100% 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 Stocks

$2.6B

1 holding

Uncategorized

$1.3B

30 holdings

Common Collective Trust

$545.4M

4 holdings

Pooled Separate Account

$105.0M

4 holdings

Mutual Funds

$9.6M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
*Performance Contracting Performance Contracting Group, Inc. Group, Inc. Common stock (4,970,245 shares)	Common Stocks	—	$161.2M	$2.6B	72.3%
NUVEEN TIAA LC IDX RET INC J SEI TRUST COMPANY · EIN 27-3441498 / PN 043	Common Collective Trust	—	—	$461.0M	12.9%
Net Gain/(Loss)	—	—	—	$205.2M	5.7%
(D)	—	—	—	$192.8M	5.4%
SEI Trust Co NUVEEN TIAA LC Index 2035 CL J	—	—	—	$117.5M	3.3%
SEI Trust Co NUVEEN TIAA LC Index 2040 CL J	—	—	—	$88.3M	2.5%
SEI Trust Co NUVEEN TIAA LC Index 2045 CL J	—	—	—	$76.8M	2.1%
(C)	—	—	—	$68.1M	1.9%
PIMCO Funds PIMCO Income Institutional FD	—	—	—	$67.9M	1.9%
Vanguard Group Vanguard Growth Index Instl Fd	—	—	—	$64.4M	1.8%
SEI Trust Co NUVEEN TIAA LC Index 2050 CL J	—	—	—	$54.7M	1.5%
PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005	Pooled Separate Account	—	—	$51.4M	1.4%
SEI Trust Co NUVEEN TIAA LC Index 2030 CL J	—	—	—	$50.8M	1.4%
Vanguard Group Vanguard Value Index Inst Fund	—	—	—	$48.2M	1.3%
BLACKROCK EQUITY INDEX T FUND BLACKROCK INST TRUST CO · EIN 94-3291426 / PN 001	Common Collective Trust	—	—	$47.3M	1.3%
TIAA Investments Nuveen Intl Equity Indx R6	—	—	—	$43.6M	1.2%
(D)Cost	—	—	$22.7M	$41.1M	1.1%
PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024	Pooled Separate Account	—	—	$38.5M	1.1%
PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001	Common Collective Trust	—	—	$26.3M	0.7%
Vanguard Group Vanguard Sm Cap Val Indx Inst Fd	—	—	—	$25.5M	0.7%
SEI Trust Co NUVEEN TIAA LC Index 2055 CL J	—	—	—	$25.3M	0.7%
Vanguard Group Vanguard MidCap Val Index Adm Fd	—	—	—	$21.5M	0.6%
Vanguard Group Vanguard MidCp Growth Indx Adm Fd	—	—	—	$20.6M	0.6%
Vanguard Group Vanguard Sm Cap Growth Idx Instl Fd	—	—	—	$19.5M	0.5%
Dimensional Fund Advisors DFA Emerg Mkt Core Eqty I FD	—	—	—	$15.0M	0.4%
SEI Trust Co NUVEEN TIAA LC Index 2025 CL J	—	—	—	$14.1M	0.4%
BLACKROCK MIDCP EQ INDEX M FD BLACKROCK INST TRUST CO · EIN 45-4378115 / PN 001	Common Collective Trust	—	—	$10.8M	0.3%
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	—	$10.6M	0.3%
SEI Trust Co NUVEEN TIAA LC Index 2060 CL J	—	—	—	$9.8M	0.3%
The American Funds AM FDS Europacific Growth R6 FD	Mutual Funds	—	—	$9.6M	0.3%
SEI Trust Co NUVEEN TIAA LC Index 2020 CL J	—	—	—	$6.5M	0.2%
SEI Trust Co NUVEEN TIAA LC Index 2015 CL J	—	—	—	$6.4M	0.2%
SEI Trust Co NUVEEN TIAA LC Indx Ret Inc J	—	—	—	$6.1M	0.2%
(E)	—	—	—	$4.8M	0.1%
PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027	Pooled Separate Account	—	—	$4.5M	0.1%
SEI Trust Co NUVEEN TIAA LC Index 2065 CL J	—	—	—	$3.9M	0.1%
SEI Trust Co NUVEEN TIAA LC Index 2010 CL J	—	—	—	$978K	<0.1%
Vanguard Group Vanguard FED Money Mrkt Inv Fd	—	—	—	$98K	<0.1%
(E)	—	—	—	$98K	<0.1%
Schedule is prepared using the alternative way of reporting (iii) series transactions under DOL Regulation 2520.103-6(d)(2).	—	—	—	$3K	<0.1%