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Original filing (PDF)20250728141344NAL0000963155001
PERNIX GROUP INC.
Form 5500
FILING_RECEIVED
PERNIX GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
221
Accounts w/ balance
430
Plan assets (EOY)
$44.7M
Net assets (EOY)
$44.7M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERNIX GROUP INC..
Plan sponsor
Name
PERNIX GROUP INC.
EIN
36-4025775
Address
151 E. 22ND STREET · LOMBARD, IL · 60148
Phone
(864) 250-5000
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
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
ANDERS MINKLERHUBER & HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $51K | — |
| MMA SECURITIES LLC | 22-3570392 | — | NONE | $33K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $19K | — |
Investments
36 direct securities · 1 pooled fund· $44.7M(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.
Uncategorized
$43.3M
35 holdings
Common Collective Trust
$1.3M
1 holding
Mutual Funds
$55K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $10.1M | 22.6% | |
| Vanguard Target Retirement 2030 | — | — | — | $4.9M | 11.0% | |
| Vanguard Target Retirement 2035 | — | — | — | $4.4M | 9.9% | |
| Vanguard Mid-Cap Index | — | — | — | $2.3M | 5.2% | |
| Vanguard Total International Stock Index | — | — | — | $2.2M | 4.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $2.0M | 4.5% | |
| Vanguard Target Retirement 2020 | — | — | — | $1.9M | 4.3% | |
| Vanguard Target Retirement 2045 | — | — | — | $1.8M | 4.1% | |
| Vanguard Target Retirement 2025 | — | — | — | $1.6M | 3.5% | |
| Vanguard Target Retirement 2050 | — | — | — | $1.3M | 2.9% | |
| GOLDMAN SACHS STB VAL TRUST I GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.3M | 2.9% | |
| JP Morgan Large Cap Growth, R6 | — | — | — | $1.2M | 2.7% | |
| Vanguard Target Retirement 2065 | — | — | — | $1.1M | 2.4% | |
| Vanguard Total Bond Market Index | — | — | — | $928K | 2.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $868K | 1.9% | |
| Vanguard Small Cap Index | — | — | — | $823K | 1.8% | |
| Allspring Core Plus Bond Fund R6 | — | — | — | $801K | 1.8% | |
| Vanguard Explorer Fund Adm | — | — | — | $769K | 1.7% | |
| Vanguard Target Retirement 2055 | — | — | — | $707K | 1.6% | |
| PIMCO Income Fund, Institutional | — | — | — | $688K | 1.5% | |
| Vanguard Target Retirement Income | — | — | — | $666K | 1.5% | |
| Vanguard Mid-Cap Growth Index | — | — | — | $544K | 1.2% | |
| Fidelity Sustainability Bond | — | — | — | $290K | 0.6% | |
| Vanguard Total World Stock Index | — | — | — | $235K | 0.5% | |
| various maturities) | — | — | — | $232K | 0.5% | |
| Vanguard Industrials Index Fund Adm | — | — | — | $196K | 0.4% | |
| JP Morgan Emerging Markets Equity, R6 | — | — | — | $192K | 0.4% | |
| Calvert Equity Fund, R6 | — | — | — | $115K | 0.3% | |
| MFS Value Fund R6 | — | — | — | $99K | 0.2% | |
| BlackRock High Yield Bond Portfolio K | — | — | — | $96K | 0.2% | |
| DFA Real Estate Securities | — | — | — | $67K | 0.1% | |
| Vanguard Utilities Index Fund Adm | — | — | — | $60K | 0.1% | |
| Allspring Special Small Cap Value Fund | Mutual Funds | — | — | $55K | 0.1% | |
| Vanguard Mid-Cap Value Index | — | — | — | $45K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $17K | <0.1% | |
| Vanguard Inflation Protected Securities | — | — | — | $7K | <0.1% | |
| Money Market Funds * Vanguard Cash Reserves Federal MM Fund | — | — | — | $6K | <0.1% |
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