Original filing (PDF)20251015111651NAL0002309427001

PANHANDLE EYE GROUP, LLP

Name: PANHANDLE EYE GROUP, LLP — PANHANDLE EYE GROUP, LLP 401(K) PLAN, Form 5500 (2024)
Creator: PANHANDLE EYE GROUP, LLP

Form 5500

FILING_RECEIVED

PANHANDLE EYE GROUP, LLP 401(K) PLAN

401(k) retirement plan

Signals · 2

27% in single holdingNo recordkeeper disclosed

Active participants

168

Accounts w/ balance

179

Plan assets (EOY)

$16.1M

Net assets (EOY)

$16.0M

How this plan invests

This plan

1 pooled trust

Schedule D

12 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

100

Knocking points off

Top holding "MORLEY INCOME FUND III" is 27% of plan.
57 bps in Schedule C fees — 96% above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PANHANDLE EYE GROUP, LLP.

Plan sponsor

Name

PANHANDLE EYE GROUP, LLP

EIN

75-2741195

Address

7400 FLEMING AVE · AMARILLO, TX · 79106

Phone

(806) 467-0459

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-10-15

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BROWN, GRAHAM & COMPANY, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ARISTA WEALTH MANAGEMENT, LLC	—	LAS VEGAS, NV	INVESTMENT ADVISOR	$63K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PCS RETIREMENT LLC	23-3038464	—	CONTRACT ADMINISTRATOR	$28K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BROWN, GRAHAM & COMPANY, P.C.	—	AMARILLO, TX	AUDITOR	$0	—

Investments

12 direct securities · 1 pooled fund· $718K(4% 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

$359K

1 holding

Uncategorized

$359K

12 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001	Common Collective Trust	—	—	$359K	2.2%
MORLEY INCOME FUND III	—	—	—	$97K	0.6%
MORLEY INCOME FUND I	—	—	—	$56K	0.3%
MORLEY STABLE INCOME BOND FUND	—	—	—	$50K	0.3%
MORLEY INCOME FUND IV	—	—	—	$32K	0.2%
SIA-B41 (MORLEY STABLE VALUE FUND S	—	—	—	$30K	0.2%
PRUDENTIAL CORE INTERMEDIATE BOND F	—	—	—	$27K	0.2%
PSA NO. 45-004 (SEPARATE ACCOUNT 45	—	—	—	$26K	0.2%
GOVERNMENT SHORT TERM INVESTMENT FD	—	—	—	$13K	<0.1%
ACTIVELY MANAGED FUND	—	—	—	$12K	<0.1%
SIA-B45 (MORLEY INTERM STABLE VALUE	—	—	—	$11K	<0.1%
MORLEY INCOME FUND II	—	—	—	$7K	<0.1%
PRUDENTIAL CORE CONSERVATIVE INT BD	—	—	—	$0	<0.1%