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Original filing (PDF)20251010142656NAL0008315553001
PALA GROUP, INC.
Form 5500
FILING_RECEIVED
PALA GROUP, INC. SAVINGS PLAN AND TRUST
401(k) retirement plan
Signals · 2
28% in single holding6 service providers
Active participants
492
Accounts w/ balance
714
Plan assets (EOY)
$25.5M
Net assets (EOY)
$25.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Great Gray American Funds 2030 CL I" is 28% of plan.
- 54 bps in Schedule C fees — 88% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALA GROUP, INC..
Plan sponsor
Name
PALA GROUP, INC.
EIN
72-0932277
Address
16347 OLD HAMMOND HIGHWAY · BATON ROUGE, LA · 708161730
Phone
(225) 272-5194
Industry
Constructionsee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
HANNIS T. BOURGEOIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREEENWOOD, CO | RECORDKEEPER | $89K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARGENT RETIREMENT PLAN ADVISORS | — | OKLAHOMA CITY, OK | INVESTMENT ADVISOR | $30K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COASTAL PENSION SERVICES | — | COLUMBIA, MD | CONTRACT ADMIN | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANNIS T. BOURGEOIS, LLP | — | BATON ROUGE, LA | AUDITOR | $10K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| CROWE LLP | — | SOUTH BEND, IN | OTHER | -$13K | — |
Investments
8 direct securities · 13 pooled funds· $21.8M(86% 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.
Common Collective Trust
$18.8M
13 holdings
Uncategorized
$3.0M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUND 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $5.9M | 23.2% | |
| GREAT GRAY TRUST AMERICAN FUND 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $2.6M | 10.2% | |
| GREAT GRAY TRUST AMERICAN FUND 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $2.5M | 9.9% | |
| GREAT GRAY TRUST AMERICAN FUND 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.8M | 7.0% | |
| GREAT GRAY TRUST AMERICAN FUND 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.7M | 6.6% | |
| GREAT GRAY TRUST AMERICAN FUND 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $1.2M | 4.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $924K | 3.6% | |
| Vanguard 500 Index Admiral | — | — | — | $907K | 3.6% | |
| GREAT GRAY TRUST AMERICAN FUND 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $670K | 2.6% | |
| GREAT GRAY TRUST AMERICAN FUND 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $526K | 2.1% | |
| Notes Receivable from Participants | — | — | — | $517K | 2.0% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $421K | 1.7% | |
| GREAT GRAY TRUST AMERICAN FUND 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $404K | 1.6% | |
| Vanguard Small Cap Index Adm | — | — | — | $377K | 1.5% | |
| GREAT GRAY TRUST AMERICAN FUND 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $313K | 1.2% | |
| Vanguard Emerging Markets Stock Index Admiral | — | — | — | $269K | 1.1% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $244K | 1.0% | |
| MFS International Diversification R6 | — | — | — | $232K | 0.9% | |
| GREAT GRAY TRUST AMERICAN FUND 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $126K | 0.5% | |
| RELIANCE METLIFE SERIES 25053 CL 20 RELIANCE TRUST CT OR SVF · EIN 46-6624585 / PN 001 | Common Collective Trust | — | — | $106K | 0.4% | |
| PIMCO Income Instl | — | — | — | $70K | 0.3% |
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