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Original filing (PDF)20251002080422NAL0000164417001
POPULUS FINANCIAL GROUP, INC.
Form 5500
FILING_RECEIVED
POPULUS FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1,877
Accounts w/ balance
2,103
Plan assets (EOY)
$47.5M
Net assets (EOY)
$47.5M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 91% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POPULUS FINANCIAL GROUP, INC..
Plan sponsor
Name
POPULUS FINANCIAL GROUP, INC.
EIN
75-2142963
Address
300 EAST JOHN CARPENTER FREEWAY SUI · IRVING, TX · 75062
Phone
(972) 550-5131
Industry
Finance & Insurancesee 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
2025-10-02
Pension benefit codes
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
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $205K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $20K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | — | CHICAGO, IL | AUDITOR | $28K | — |
Investments
22 direct securities· $41.3M(87% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual Funds | — | — | — | $4.4M | 9.2% | |
| BLACKROCK LIFEPATH INDEX 2030 K Mutual Funds | — | — | — | $4.0M | 8.4% | |
| AB LARGE CAP GROWTH ADV Mutual Funds | — | — | — | $3.8M | 8.1% | |
| BLACKROCK LIFEPATH INDEX 2035 K Mutual Funds | — | — | — | $3.6M | 7.5% | |
| BLACKROCK LIFEPATH INDEX 2045 K Mutual Funds | — | — | — | $3.4M | 7.2% | |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY Fixed Annuities | — | — | — | $3.3M | 6.9% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT K Mutual Funds | — | — | — | $3.0M | 6.3% | |
| BLACKROCK LIFEPATH INDEX 2050 K Mutual Funds | — | — | — | $2.7M | 5.7% | |
| BLACKROCK LIFEPATH INDEX 2055 K Mutual Funds | — | — | — | $2.1M | 4.5% | |
| MASSMUTUAL SELECT MID CAP GROWTH I Mutual Funds | — | — | — | $1.5M | 3.2% | |
| MFS VALUE R6 Mutual Funds | — | — | — | $1.5M | 3.2% | |
| FIDELITY ADVISOR SMALL CAP GROWTH Z Mutual Funds | — | — | — | $1.5M | 3.1% | |
| MFS INTERNATIONAL GROWTH R6 Mutual Funds | — | — | — | $1.4M | 3.0% | |
| JPMORGAN MID CAP VALUE R6 Mutual Funds | — | — | — | $1.3M | 2.7% | |
| BLACKROCK TOTAL RETURN K Mutual Funds | — | — | — | $1.2M | 2.5% | |
| BLACKROCK LIFEPATH INDEX 2060 K Mutual Funds | — | — | — | $972K | 2.0% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Funds | — | — | — | $577K | 1.2% | |
| VICTORY SYCAMORE SMALL COMPANY OPP R6 Mutual Funds | — | — | — | $331K | 0.7% | |
| BLACKROCK LIFEPATH INDEX 2065 K Mutual Funds | — | — | — | $315K | 0.7% | |
| FIDELITY US BOND INDEX Mutual Funds | — | — | — | $240K | 0.5% | |
| FIDELITY EXTENDED MARKET INDEX Mutual Funds | — | — | — | $176K | 0.4% | |
| FIDELITY TOTAL INTERNATIONAL INDEX Mutual Funds | — | — | — | $45K | <0.1% |