Michael Viotto signed PK Companies Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
PK Companies Group, LLC's EIN is 36-4790645.
Download the official 2024 Form 5500 (PDF) for PK Companies Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PK Companies Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEN GIBBS & HOULIK LC | 48-1032601 | — | RECORD KEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AGH WEALTH ADVISORS, LLC | 26-2107684 | — | INVESTMENT ADV | $47K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $1.4M | 9.3% | |
| American Century | Other securities | — | — | $1.4M | 9.2% | |
| Vanguard | Mutual Funds | — | — | $1.3M | 8.1% | |
| American Funds | Mutual Funds | — | — | $1.2M | 7.6% | |
| American Funds | Mutual Funds | — | — | $1.1M | 7.0% | |
| JP Morgan | Other securities | — | — | $1.1M | 7.0% | |
| Loomir Sayles | Other securities | — | — | $957K | 6.2% | |
| Neuberger | Other securities | — | — | $902K | 5.8% | |
| American Funds | Mutual Funds | — | — | $830K | 5.4% | |
| Vanguard | Mutual Funds | — | — | $730K | 4.7% | |
| Vanguard | Mutual Funds | — | — | $711K | 4.6% | |
| American Funds | Mutual Funds | — | — | $673K | 4.4% | |
| American Funds | Mutual Funds | — | — | $558K | 3.6% | |
| American Funds | Mutual Funds | — | — | $459K | 3.0% | |
| American Funds | Mutual Funds | — | — | $347K | 2.2% | |
| American Funds | Mutual Funds | — | — | $333K | 2.2% | |
| Black Rock | Other securities | — | — | $324K | 2.1% | |
| American Funds | Mutual Funds | — | — | $297K | 1.9% | |
| Various participants | Other securities | — | — | $253K | 1.6% | |
| American Funds | Mutual Funds | — | — | $142K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $128K | 0.8% | |
| American Funds | Mutual Funds | — | — | $80K | 0.5% | |
| Vanguard | Mutual Funds | — | — | $61K | 0.4% | |
| American Funds | Mutual Funds | — | — | $35K | 0.2% | |
| American Funds | Mutual Funds | — | — | $27K | 0.2% | |
| Artisan Partners | Other securities | — | — | $14K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | AUDITOR | $18K | — |
