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Original filing (PDF)20250820080355NAL0005210352001
KIRK MOVERS, INC.
Form 5500
FILING_RECEIVED
KIRK MOVERS, INC. 401(K)
401(k) retirement plan
Signals · 2
38% in single holding~174 bps in Sched C fees
Active participants
161
Accounts w/ balance
643
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
81
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Life Strategy Growth (1) 66 Vanguard Target Retirement 2060 (1)" is 38% of plan.
- 174 bps in Schedule C fees — 235% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIRK MOVERS, INC..
Plan sponsor
Name
KIRK MOVERS, INC.
EIN
81-3680730
Address
3215 MATTHEW AVE NE · ALBUQUERQUE, NM · 87107
Phone
(734) 973-6683
Industry
Real Estatesee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN RETIREMENT SERVICES | 35-0472300 | — | RECORD KEEPER/CONTRACTAD | $38K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | THIRD PARTY ADMIN | $3K | — |
Investments
17 direct securities· $2.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Life Strategy Growth (1) 66 Vanguard Target Retirement 2060 (1) | — | — | — | $902K | 37.7% | |
| Vanguard Target Retirement 2055 (1) | — | — | — | $600K | 25.1% | |
| Vanguard Target Retirement 2050 (1) | — | — | — | $294K | 12.3% | |
| Vanguard Target Retirement 2045 (1) | — | — | — | $175K | 7.3% | |
| Vanguard Target Retirement 2040 (1) | — | — | — | $92K | 3.9% | |
| Vanguard Target Retirement 2030 (1) | — | — | — | $86K | 3.6% | |
| Vanguard 500 Index Admiral (1) | — | — | — | $49K | 2.1% | |
| Lincoln National Life Insurance Company Lincoln Stable Value Account | — | — | $42K | $42K | 1.8% | |
| Vanguard Small Cap Index Admiral Shares (1) | — | — | — | $27K | 1.1% | |
| Invesco Global Focus (1) | — | — | — | $24K | 1.0% | |
| Alliance Bernstein Discovery Growth Class I (1) | — | — | — | $22K | 0.9% | |
| JP Morgan Large Cap Growth Class R5 (1) | — | — | — | $21K | 0.9% | |
| Dimensional Fund Advisers US Large Cap Value Institutional Class (1) 34 Goldman Sachs Small Cap Value Service Class (1) 82 American Funds Europacific Growth Class R6 (1) | — | — | — | $20K | 0.8% | |
| Vanguard Target Retirement 2035 (1) | — | — | — | $17K | 0.7% | |
| Vanguard Materials Index Admiral Shares (1) 32 Hotchikis & Wiley Value Opportunities Class A (1) | — | — | — | $5K | 0.2% | |
| Vanguard Target Retirement 2025 (1) 185 Vanguard Target Retirement 2020 (1) | — | — | — | $4K | 0.2% | |
| Vanguard FTSE All World Ex US Index Admiral Shares (1) 77 Vanguard Emerging Markets Stock Index Admiral Shares (1) | — | — | — | $4K | 0.2% |
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