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Original filing (PDF)20250818162656NAL0002875010001
ACENDAS LLC
Form 5500
FILING_RECEIVED
ACENDAS LLC SAVINGS PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
103
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
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)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACENDAS LLC.
Plan sponsor
Name
ACENDAS LLC
EIN
43-1270102
Address
6300 GLENWOOD STREET, SUITE 200 · OVERLAND PARK, KS · 66202
Phone
(913) 671-7700
Industry
Admin Support & Waste Mgmtsee 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
2025-08-18
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MARR AND COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL ADVISORS LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $23K | — |
Investments
22 direct securities· $8.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Fund R6 Mutual Fund (1) | — | — | — | $1.5M | 17.7% | |
| American Funds 2040 Target Date Fund R6 Mutual Fund (1) | — | — | — | $1.5M | 17.1% | |
| American Funds US Govt Money Market R6 Mutual Fund (1) | — | — | — | $1.3M | 15.0% | |
| American Funds 2030 Target Date Fund R6 Mutual Fund (1) | — | — | — | $664K | 7.6% | |
| American Funds 2035 Target Date Fund R6 Mutual Fund (1) | — | — | — | $648K | 7.4% | |
| Vanguard Growth Index – Admiral Mutual Fund (1) | — | — | — | $518K | 5.9% | |
| American Funds New Perspective R6 Mutual Fund (1) | — | — | — | $474K | 5.4% | |
| Investment American Funds 2010 Target Date Fund R6 Mutual Fund (1) 345 American Funds 2015 Target Date Fund R6 Mutual Fund (1) 348 American Funds 2020 Target Date Fund R6 Mutual Fund (1) | — | — | — | $373K | 4.3% | |
| Vanguard 500 Index Fund – Admiral Mutual Fund (1) | — | — | — | $247K | 2.8% | |
| American Funds 2045 Target Date Fund R6 Mutual Fund (1) | — | — | — | $210K | 2.4% | |
| American Funds 2055 Target Date Fund R6 Mutual Fund (1) | — | — | — | $201K | 2.3% | |
| Vanguard Mid Cap Index – Admiral Mutual Fund (1) | — | — | — | $195K | 2.2% | |
| American Funds Income Fund of America R6 Mutual Fund (1) | — | — | — | $160K | 1.8% | |
| American Funds Capital World G/I R6 Mutual Fund (1) | — | — | — | $151K | 1.7% | |
| American Funds EuroPacific Gr R6 Mutual Fund (1) | — | — | — | $110K | 1.3% | |
| American Funds 2050 Target Date Fund R6 Mutual Fund (1) | — | — | — | $105K | 1.2% | |
| Vanguard Value Index - Admiral Mutual Fund (1) | — | — | — | $99K | 1.1% | |
| Vanguard Small Cap Growth Index -Admiral Mutual Fund (1) | — | — | — | $80K | 0.9% | |
| American Funds 2060 Target Date Fund R6 Mutual Fund (1) | — | — | — | $58K | 0.7% | |
| American Funds 2065 Target Date Fund R6 Mutual Fund (1) | — | — | — | $44K | 0.5% | |
| American Funds New World R6 Mutual Fund (1) | — | — | — | $34K | 0.4% | |
| Vanguard Total Bond Market Index - Admiral Mutual Fund (1) | — | — | — | $32K | 0.4% |
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