How big is ADKF, PC's plan?

ADKF, PC's plan reported $3.8M in assets and 95 participants for 2024.

Original filing (PDF)20251006092222NAL0001948195001

ADKF, PC

Name: ADKF, PC — ADKF, PC 401(k) Plan, Form 5500 (2024)
Creator: ADKF, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ADKF, PC 401(k) Plan

401(k) retirement plan · ADKF, PC's ADKF, PC 401(k) Plan held $3.8M in plan assets for 95 participants in 2024.

Active participants

Accounts w/ balance

111

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Susan Valdez signed ADKF, PC's 2024 Form 5500 as plan administrator.

Susan Valdez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ADKF, PC's EIN is 74-2606559.

EIN 74-2606559

Plan number 001

Plan year 2024

ACK ID 20251006092222NAL0001948195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ADKF, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ADKF, PC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ADKF, PC

EIN

all filings

Address

9601 MCALLISTER FWY, SUITE 800 · SAN ANTONIO, TX · 78216

Phone

(210) 829-1300

Industry

Professional & Technical Services

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

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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