Original filing (PDF)20251013141349NAL0001400321001

POPULOUS GROUP, LLC

Name: POPULOUS GROUP, LLC — POPULOUS 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: POPULOUS GROUP, LLC

Form 5500

FILING_RECEIVED

POPULOUS 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

605

Accounts w/ balance

712

Plan assets (EOY)

$94.9M

Net assets (EOY)

$94.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POPULOUS GROUP, LLC.

Plan sponsor

Name

POPULOUS GROUP, LLC

EIN

43-1872565

Address

4800 MAIN STREET SUITE 300 · KANSAS CITY, MO · 64112

Phone

(816) 221-1500

Industry

Professional & Technical Servicessee 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

2025-10-13

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$58K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICES	—	CLEVELAND, OH	INVESTMENT ADVISOR	$85K	—

Other

Name	EIN	Location	Relation

Investments

1 pooled fund· $1.7M(2% 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.

Investment	Type	Current value	% of plan
PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202	Common Collective Trust	$1.7M	1.8%

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