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Original filing (PDF)20251014165249NAL0001670403001
KING GEORGE, LLC
Form 5500
FILING_RECEIVED
KING GEORGE 401(K) PLAN
401(k) retirement plan
Signals · 3
100% in single holding~88 bps in Sched C feesNo recordkeeper disclosed
Active participants
935
Accounts w/ balance
929
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: MASTER SEPARATE ACCOUNT (extraction pending)]" is 100% of plan.
- 88 bps in Schedule C fees — 204% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KING GEORGE, LLC.
Plan sponsor
Name
KING GEORGE, LLC
EIN
45-2208512
Address
320 HEMPHILL ST. · FORT WORTH, TX · 76104
Phone
(817) 231-0213
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $92K | — |
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | NONE | $34K | — |
Investments
1 pooled fund· $13.8M(97% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $13.8M | 96.8% |
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