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Original filing (PDF)20250711100450NAL0006203617001
ADKEV, INC.
Form 5500
FILING_RECEIVED
ADKEV/REGAL 401(K) PLAN
401(k) retirement plan
Active participants
353
Accounts w/ balance
391
Plan assets (EOY)
$27.5M
Net assets (EOY)
$27.5M
How this plan invests
This plan
2 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 (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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
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 ADKEV, INC..
Plan sponsor
Name
ADKEV, INC.
EIN
35-1807005
Address
664 SOUTH IROQUOIS · PO BOX 390 · GOODLAND, IN · 47948
Phone
(219) 297-4484
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-11
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
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
HUTH THOMPSON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $69K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP TRUST FINANCIAL ADVISOR | 26-0058143 | — | INVESTMENT ADVISOR | $40K | — |
Investments
2 pooled funds· $12.3M(45% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS CORP TRANSAMERICA RET SOLUTIONS CT · EIN 04-6784256 / PN 001 | Common Collective Trust | $9.5M | 34.5% |
| REL/METLIFE STABLE 25053 CLASS METLIFE · EIN 45-5525485 / PN 001 | Common Collective Trust | $2.8M | 10.2% |
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