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Original filing (PDF)20250902164657NAL0008892227001
DKK HOLDING CO., LTD
Form 5500
FILING_RECEIVED
AVONDALE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
552
Accounts w/ balance
896
Plan assets (EOY)
$73.7M
Net assets (EOY)
$73.7M
How this plan invests
This plan
18 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 83% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DKK HOLDING CO., LTD.
Plan sponsor
Name
DKK HOLDING CO., LTD
EIN
76-0459504
Address
1300 TEXAN TRAIL · GRAPEVINE, TX · 76051
Phone
(713) 965-2917
Industry
Retail Tradesee 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
2025-09-02
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $216K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | OTHER SERVICES | $0 | — |
| RBC CAPITAL MARKETS LLC | 41-1416330 | — | OTHER SERVICES | $0 | — |
Investments
32 direct securities · 18 pooled funds· $132.9M(100% 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
$73.6M
32 holdings
Common Collective Trust
$49.7M
14 holdings
Pooled Separate Account
$9.5M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Global Investments Trust Co | — | — | — | $11.5M | 15.6% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $11.5M | 15.6% | |
| Principal Global Investments Trust Co | — | — | — | $9.7M | 13.2% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $9.7M | 13.2% | |
| Principal Global Investments Trust Co | — | — | — | $9.0M | 12.2% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $9.0M | 12.2% | |
| Principal Life Insurance Company | — | — | — | $6.6M | 8.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $6.6M | 8.9% | |
| MainStay Funds | — | — | — | $5.0M | 6.7% | |
| Principal Global Investments Trust Co | — | — | — | $3.8M | 5.2% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.8M | 5.2% | |
| Principal Global Investors Trust Co | — | — | — | $3.0M | 4.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $3.0M | 4.0% | |
| Principal Global Investments Trust Co | — | — | — | $2.8M | 3.8% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.8M | 3.8% | |
| Principal Global Investments Trust Co | — | — | — | $2.7M | 3.7% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.7M | 3.7% | |
| Principal Global Investments Trust Co | — | — | — | $2.7M | 3.6% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.7M | 3.6% | |
| Principal Global Investments Trust Co | — | — | — | $1.6M | 2.2% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.6M | 2.2% | |
| MFS Investment Management | — | — | — | $1.6M | 2.2% | |
| American Funds Service Co. | — | — | — | $1.3M | 1.7% | |
| Principal Life Insurance Company | — | — | — | $1.3M | 1.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.3M | 1.7% | |
| Principal Life Insurance Company | — | — | — | $1.1M | 1.4% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.1M | 1.4% | |
| Principal Global Investments Trust Co | — | — | — | $1.0M | 1.4% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.0M | 1.4% | |
| Prudential Investment Mgmt Svc | — | — | — | $991K | 1.3% | |
| Principal Global Investments Trust Co | — | — | — | $987K | 1.3% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $987K | 1.3% | |
| Participant Loans*** | — | — | — | $966K | 1.3% | |
| JP Morgan Funds | — | — | — | $893K | 1.2% | |
| MFS Investment Management | — | — | — | $821K | 1.1% | |
| American Funds Service Co. | — | — | — | $665K | 0.9% | |
| Principal Life Insurance Company | — | — | — | $651K | 0.9% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $651K | 0.9% | |
| Principal Global Investments Trust Co | — | — | — | $642K | 0.9% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $642K | 0.9% | |
| Franklin Templeton Investments | — | — | — | $558K | 0.8% | |
| Prudential Investment Mgmt Svc | — | — | — | $510K | 0.7% | |
| Janus International Holding, LLC | — | — | — | $469K | 0.6% | |
| Prudential Investment Mgmt Svc | — | — | — | $230K | 0.3% | |
| Oppenheimer | — | — | — | $226K | 0.3% | |
| Fidelity Investments | — | — | — | $170K | 0.2% | |
| Principal Global Investments Trust Co | — | — | — | $167K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $167K | 0.2% | |
| Principal Global Investments Trust Co | — | — | — | $58K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $58K | <0.1% |
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