Back to filter
Original filing (PDF)20231012162312NAL0031809505001
ARKOS FIELD SERVICES, LP
Form 5500
FILING_RECEIVED
ARKOS FIELD SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
177
Accounts w/ balance
228
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
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)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARKOS FIELD SERVICES, LP.
Plan sponsor
Name
ARKOS FIELD SERVICES, LP
EIN
46-5440528
Address
19750 FM 362 RD. · WALLER, TX · 77484
Phone
(832) 783-5403
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-12
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEINSTEIN SPIRA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKTON INVESTMENT ADVISORS | 20-8874282 | — | ADVISOR | $26K | — |
Investments
1 pooled fund· $460K(4% 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 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $460K | 4.5% |
Related plans
Other plans using LOCKTON INVESTMENT ADVISORS
J.B. HUNT TRANSPORT SERVICES, INC.
J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN
$1.4B · 34,171 participants
JOHNS HOPKINS HEALTH SYSTEM CORPORATION
JOHNS HOPKINS HEALTH SYSTEM CORPORATION 403(B) PLAN
$1.3B · 17,244 participants
SAFRAN USA, INC.
SAFRAN RETIREMENT AND SAVINGS ACCOUNT PLAN
$598.1M · 3,913 participants
ONESKY, LLC
ONESKY FLIGHT, LLC 401(K) RETIREMENT SAVINGS PLAN
$502.3M · 3,745 participants
SCHENKER, INC
SCHENKER, INC. 401(K) SAVINGS AND INVESTMENT PLAN
$464.9M · 8,670 participants
NEWPORT GROUP, INC.
SAVEWISETM POOLED EMPLOYER PLAN
$431.1M · 22,638 participants
Similar-size Other Services (ex. Public Admin) plans
THERMO KING FRESNO, INC.
THERMO KING FRESNO, INC. 401(K) RETIREMENT PLAN
$10.3M · 217 participants
C & C MARINE AND REPAIR, L.L.C.
C & C MARINE AND REPAIR, L.L.C. 401(K) SAVINGS PLAN
$10.4M · 143 participants
ELEVATION SERVICES HOLDINGS, LLC
AEG 401(K) PLAN
$10.4M · 108 participants
TRIUS, INC.
TRIUS, INC. 401(K) PLAN
$10.4M · 62 participants
GRAND INDUSTRIAL, LLC
GRAND TRADITIONS 401(K) PLAN
$10.5M · 927 participants
CITY MACHINE TECHNOLOGIES, INC.
CITY MACHINE TECHNOLOGIES INC 401(K) PLAN AND TRUST
$10.5M · 47 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants