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Original filing (PDF)20250728112708NAL0004469410001
PLUNKETT'S PEST CONTROL, INC.
Form 5500
FILING_RECEIVED
PLUNKETT'S PEST CONTROL, INC. EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
648
Accounts w/ balance
901
Plan assets (EOY)
$61.3M
Net assets (EOY)
$61.3M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
84
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "AB Large Cap Growth Z Mutual Fund" is 33% of plan.
- 26 bps in Schedule C fees — 65% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLUNKETT'S PEST CONTROL, INC..
Plan sponsor
Name
PLUNKETT'S PEST CONTROL, INC.
EIN
41-0840310
Address
40 NE 52ND WAY · FRIDLEY, MN · 55421
Phone
(763) 571-7100
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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
OLSEN THIELEN & COM LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | BREENWOOD VILLAGE, CO | RECORDKEEPER | $54K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | — | CLEVELAND, OH | INVESTMENT ADVISOR | $71K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TSC 401K | — | MAPLE GROVE, MN | CONTRACT ADMINISTRATOR | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
Investments
22 direct securities· $59.9M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB Large Cap Growth Z Mutual Fund | — | — | — | $19.7M | 32.1% | |
| MFS Value R6 Mutual Fund | — | — | — | $16.4M | 26.8% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $7.8M | 12.7% | |
| Fidelity Total Bond K6 Mutual Fund | — | — | — | $6.3M | 10.3% | |
| Ei Fixed Account - Series Class I Fixed Annuity | — | — | — | $3.0M | 4.9% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $1.2M | 2.0% | |
| American Funds 2040 Target Date Retire R12 Mutual Fund | — | — | — | $795K | 1.3% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $723K | 1.2% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $701K | 1.1% | |
| American Funds 2025 Target Date Retire R9 Mutual Fund | — | — | — | $668K | 1.1% | |
| American Funds 2045 Target Date Retire R13 Mutual Fund | — | — | — | $598K | 1.0% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $352K | 0.6% | |
| American Funds 2035 Target Date Retire R11 Mutual Fund | — | — | — | $314K | 0.5% | |
| American Funds 2055 Target Date Retire R15 Mutual Fund | — | — | — | $218K | 0.4% | |
| Equitable Life Insurance Policy Cash Surrender Value of Life Insurance Policy | — | — | — | $215K | 0.4% | |
| American Funds 2050 Target Date Retire R14 Mutual Fund | — | — | — | $206K | 0.3% | |
| MFS International Growth R6 Mutual Fund | — | — | — | $176K | 0.3% | |
| American Funds 2060 Target Date Retire R16 Mutual Fund | — | — | — | $176K | 0.3% | |
| American Funds 2065 Target Date Retire R17 Mutual Fund | — | — | — | $124K | 0.2% | |
| Allspring Special Small Cap Value R6 Mutual Fund | — | — | — | $70K | 0.1% | |
| American Funds 2030 Target Date Retire R10 Mutual Fund | — | — | — | $66K | 0.1% | |
| Fidelity Small Cap Growth K6 Mutual Fund | — | — | — | $22K | <0.1% |
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