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Original filing (PDF)20251015163512NAL0002757443001
HKS, INC.
Form 5500
FILING_RECEIVED
HKS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,328
Accounts w/ balance
1,833
Plan assets (EOY)
$290.9M
Net assets (EOY)
$290.9M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HKS, INC..
Plan sponsor
Name
HKS, INC.
EIN
75-1082838
Address
350 N. SAINT PAUL ST. · SUITE 100 · DALLAS, TX · 75201
Phone
(214) 969-5599
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $121K | — |
Investments
34 direct securities · 1 pooled fund· $282.9M(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.
Uncategorized
$232.0M
33 holdings
Mutual Funds
$39.1M
1 holding
Common Collective Trust
$11.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund R6 # | Mutual Funds | — | — | $39.1M | 13.4% | |
| Vanguard Institutional Index Fund # | — | — | — | $33.8M | 11.6% | |
| Vanguard Md-Cap Index Fund Ins # | — | — | — | $20.8M | 7.1% | |
| Vanguard Inst Target Ret 2035 Fund # | — | — | — | $16.0M | 5.5% | |
| Vanguard Inst Target Ret 2045 Fund # | — | — | — | $15.8M | 5.4% | |
| Baird Core Institutional Class Core Plus Bond Fund # | — | — | — | $15.1M | 5.2% | |
| Vanguard Developed Markets Idx Ist # | — | — | — | $14.8M | 5.1% | |
| Vanguard Inst Target Ret 2040 Fund # | — | — | — | $11.8M | 4.1% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $11.8M | 4.1% | |
| Vanguard Inst Target Ret 2030 Fund # | — | — | — | $10.2M | 3.5% | |
| Vanguard Russell 1000 Val Inst # | — | — | — | $9.9M | 3.4% | |
| Vanguard Russell 1000 Growth Inst # | — | — | — | $8.6M | 2.9% | |
| Vanguard Inst Target Ret 2050 Fund # | — | — | — | $8.0M | 2.8% | |
| Vanguard Russell 2000 Idx Inst # | — | — | — | $7.9M | 2.7% | |
| Vanguard Inst Target Ret 2055 Fund # | — | — | — | $6.7M | 2.3% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity Instl # | — | — | — | $4.3M | 1.5% | |
| Vanguard Inst Target Ret 2060 Fund # | — | — | — | $4.3M | 1.5% | |
| JP Morgan Equity Income Fund R6 # | — | — | — | $4.2M | 1.4% | |
| American Funds AF American Balanced R6 # | — | — | — | $3.9M | 1.4% | |
| MFS International Diversification Fund R6 # | — | — | — | $3.8M | 1.3% | |
| MFS International Growth Fund R6 # | — | — | — | $3.8M | 1.3% | |
| Vanguard I-T Treasury Adm # | — | — | — | $3.6M | 1.2% | |
| MFS Mid Cap Growth Fund R6 # | — | — | — | $3.4M | 1.2% | |
| Vanguard Inst Target Ret 2020 Fund # | — | — | — | $3.4M | 1.2% | |
| BlackRock Institutional Trust Company NA Blackrock Global Allocation Instl # | — | — | — | $2.7M | 0.9% | |
| Fidelity US Bond Idx # | — | — | — | $2.3M | 0.8% | |
| Franklin Small Cap Growth Fund R6 # | — | — | — | $2.1M | 0.7% | |
| Vanguard Inst Target Ret Income Fund # | — | — | — | $2.0M | 0.7% | |
| MFS Mid Cap Value R6 # | — | — | — | $1.8M | 0.6% | |
| American Century Small Cap Value Fund R6 # | — | — | — | $1.8M | 0.6% | |
| Goldman Sachs GS Inflation Protected Sec. Fund # | — | — | — | $1.7M | 0.6% | |
| to 9.50%, maturing through November 2033 | — | — | — | $1.5M | 0.5% | |
| Vanguard Inst Target Ret 2065 Fund # | — | — | — | $1.0M | 0.4% | |
| Vanguard Federal Money Mkt # | — | — | — | $929K | 0.3% | |
| Vanguard Inst Target Ret 2070 Fund # | — | — | — | $160K | <0.1% |
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