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Original filing (PDF)20250516165655NAL0015633011001
PARK FINANCIAL GROUP, INC.
Form 5500
FILING_RECEIVED
PARK FINANCIAL GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
149
Accounts w/ balance
171
Plan assets (EOY)
$22.7M
Net assets (EOY)
$22.7M
How this plan invests
This plan
34 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 (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARK FINANCIAL GROUP, INC..
Plan sponsor
Name
PARK FINANCIAL GROUP, INC.
EIN
47-2313382
Address
3033 EXCELSIOR BLVD., SUITE 345 · MINNEAPOLIS, MN · 55416
Phone
(218) 666-7000
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-16
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
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $8K | — |
| TAX SHELTERED COMPENSATION, INC. | 41-0955056 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | 36-3258176 | — | INVESTMENT ADVISORY | $32K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
Investments
34 direct securities· $22.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Registered Investment Company | — | — | — | $2.3M | 10.1% | |
| American Funds Washington Mutual R6 Registered Investment Company | — | — | — | $1.9M | 8.5% | |
| Vanguard Growth Index Adm Registered Investment Company | — | — | — | $1.7M | 7.3% | |
| Group Annuity Contract * Transamerica Stable Value Core Option Group Annuity Contract | — | — | — | $1.6M | 7.1% | |
| Registered Investment Companies American Funds American Balanced R6 Registered Investment Company | — | — | — | $1.5M | 6.5% | |
| BlackRock LifePath Index 2040 K Registered Investment Company | — | — | — | $1.5M | 6.5% | |
| JPMorgan Equity Income R6 Registered Investment Company | — | — | — | $1.4M | 6.1% | |
| BlackRock LifePath Index 2030 K Registered Investment Company | — | — | — | $1.2M | 5.4% | |
| BlackRock Mid Cap Growth Equity K Registered Investment Company | — | — | — | $1.2M | 5.3% | |
| BlackRock LifePath Index Retirement K Registered Investment Company | — | — | — | $1.1M | 4.9% | |
| T. Rowe Price Small-Cap Value Registered Investment Company | — | — | — | $947K | 4.2% | |
| BlackRock LifePath Index 2035 K Registered Investment Company | — | — | — | $844K | 3.7% | |
| Vanguard FTSE All-Wld ex-US Idx Admiral Registered Investment Company | — | — | — | $780K | 3.4% | |
| Vanguard Balanced Index Adm Registered Investment Company | — | — | — | $584K | 2.6% | |
| Vanguard Large Cap Index Adm Registered Investment Company | — | — | — | $566K | 2.5% | |
| American Funds EuroPacific Gr R6 Registered Investment Company | — | — | — | $477K | 2.1% | |
| Vanguard Small Cap Index Adm Registered Investment Company | — | — | — | $384K | 1.7% | |
| BlackRock LifePath Index 2055 K Registered Investment Company | — | — | — | $383K | 1.7% | |
| Vanguard Value Index Adm Registered Investment Company | — | — | — | $321K | 1.4% | |
| Vanguard Mid Cap Index Adm Registered Investment Company | — | — | — | $308K | 1.4% | |
| Participant Loans Interest rates at (4.25% ~ 9.50%) $0 | — | — | — | $272K | 1.2% | |
| BlackRock LifePath Index 2050 K Registered Investment Company | — | — | — | $263K | 1.2% | |
| Vanguard Total Bond Market Index Adm Registered Investment Company | — | — | — | $259K | 1.1% | |
| Invesco Core Bond Y Registered Investment Company | — | — | — | $221K | 1.0% | |
| BlackRock LifePath Index 2060 K Registered Investment Company | — | — | — | $186K | 0.8% | |
| American Funds New Perspective R6 Registered Investment Company | — | — | — | $179K | 0.8% | |
| Vanguard International Growth Adm Registered Investment Company | — | — | — | $157K | 0.7% | |
| JPMorgan Large Cap Growth R6 Registered Investment Company | — | — | — | $60K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Registered Investment Company | — | — | — | $44K | 0.2% | |
| BlackRock LifePath Index 2045 K Registered Investment Company | — | — | — | $33K | 0.1% | |
| BlackRock LifePath Index 2065 K Registered Investment Company | — | — | — | $26K | 0.1% | |
| Vanguard LifeStrategy Growth Inv Registered Investment Company | — | — | — | $5K | <0.1% | |
| Interest-Bearing Cash * TFLIC Stable Value Interest-Bearing Cash | — | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Income Inv Registered Investment Company | — | — | — | $1K | <0.1% |