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Original filing (PDF)20251014130634NAL0006075394001
PK COMPANIES GROUP, LLC
Form 5500
FILING_RECEIVED
PK COMPANIES GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
501
Accounts w/ balance
242
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.3M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 68 bps in Schedule C fees — 136% above peer band of 29 bps.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PK COMPANIES GROUP, LLC.
Plan sponsor
Name
PK COMPANIES GROUP, LLC
EIN
36-4790645
Address
P O BOX 782290 · WICHITA, KS · 67278
Phone
(316) 866-2955
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLEN GIBBS & HOULIK LC | 48-1032601 | — | RECORD KEEPER | $40K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | AUDITOR | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AGH WEALTH ADVISORS, LLC | 26-2107684 | — | INVESTMENT ADV | $47K | — |
Investments
27 direct securities· $15.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds | — | — | — | $1.4M | 9.3% | |
| American Century | — | — | — | $1.4M | 9.2% | |
| Vanguard | — | — | — | $1.3M | 8.1% | |
| American Funds | — | — | — | $1.2M | 7.6% | |
| American Funds | — | — | — | $1.1M | 7.0% | |
| JP Morgan | — | — | — | $1.1M | 7.0% | |
| Loomir Sayles | — | — | — | $957K | 6.2% | |
| Neuberger | — | — | — | $902K | 5.8% | |
| American Funds | — | — | — | $830K | 5.4% | |
| Vanguard | — | — | — | $730K | 4.7% | |
| Vanguard | — | — | — | $711K | 4.6% | |
| American Funds | — | — | — | $673K | 4.4% | |
| American Funds | — | — | — | $558K | 3.6% | |
| American Funds | — | — | — | $459K | 3.0% | |
| American Funds | — | — | — | $347K | 2.2% | |
| American Funds | — | — | — | $333K | 2.2% | |
| Black Rock | — | — | — | $324K | 2.1% | |
| American Funds | — | — | — | $297K | 1.9% | |
| Various participants | — | — | — | $253K | 1.6% | |
| American Funds | — | — | — | $142K | 0.9% | |
| Vanguard | — | — | — | $128K | 0.8% | |
| American Funds | — | — | — | $80K | 0.5% | |
| Vanguard | — | — | — | $61K | 0.4% | |
| American Funds | — | — | — | $35K | 0.2% | |
| American Funds | — | — | — | $27K | 0.2% | |
| Artisan Partners | — | — | — | $14K | <0.1% | |
| Fidelity | — | — | — | $7K | <0.1% |