How big is Parkland (U.S.) People Corp.'s plan?

Parkland (U.S.) People Corp.'s plan reported $67.8M in assets and 2,364 participants for 2024.

Original filing (PDF)20250916125639NAL0003058800001

Parkland (U.S.) People Corp.

Name: Parkland (U.S.) People Corp. — Parkland USA 401(k), Form 5500 (2024)
Creator: Parkland (U.S.) People Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Parkland USA 401(k) Plan

401(k) retirement plan · Parkland (U.S.) People Corp.'s Parkland USA 401(k) Plan held $67.8M in plan assets for 2,364 participants in 2024, with Fidelity as recordkeeper.

Active participants

2,364

Accounts w/ balance

1,163

Plan assets (EOY)

$67.8M

Net assets (EOY)

$67.8M

People on this filing

CHAD Rowbotham signed Parkland (U.S.) People Corp.'s 2024 Form 5500 as plan administrator.

CHAD Rowbotham — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Parkland (U.S.) People Corp.'s EIN is 83-2255506.

EIN 83-2255506

Plan number 001

Plan year 2024

ACK ID 20250916125639NAL0003058800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Parkland (U.S.) People Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Parkland (U.S.) People Corp.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARKLAND (U.S.) PEOPLE CORP..

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How this plan invests

This plan

6 pooled trusts

Schedule D

28 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Plan sponsor

Name

PARKLAND (U.S.) PEOPLE CORP.

EIN

all filings

Address

2800 POST OAK BLVD. SUITE 5200 · HOUSTON, TX · 77056

Phone

(403) 567-2500

Industry

Wholesale Trade

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

2025-09-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$120K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	43-1451524	—	ADVISOR	$71K	—

Investments

28 direct securities · 6 pooled funds· $70.4M(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.

Other securities

$57.2M

14 holdings

Common Collective Trusts

$7.7M

8 holdings

Common Collective Trust

$3.7M

6 holdings

Mutual Funds

$1.7M

6 holdings

					% of plan
BlackRock LifePath® Index 2030 Fund Class K Shares Mutual Fund	Other securities	—	—	$10.1M	14.9%
BlackRock LifePath® Index Retirement Fund Class K Shares Mutual Fund	Other securities	—	—	$9.5M	14.0%
BlackRock LifePath® Index 2035 Fund Class K Shares Mutual Fund	Other securities	—	—	$9.0M	13.2%
BlackRock LifePath® Index 2040 Fund Class K Shares Mutual Fund	Other securities	—	—	$8.1M	12.0%
BlackRock LifePath® Index 2045 Fund Class K Shares Mutual Fund	Other securities	—	—	$6.7M	9.9%
BlackRock LifePath® Index 2050 Fund Class K Shares Mutual Fund	Other securities	—	—	$4.5M	6.7%
BlackRock LifePath® Index 2055 Fund Class K Shares Mutual Fund	Other securities	—	—	$3.5M	5.2%
Fidelity® 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.6M	3.8%
Notes Receivable from Participants Promissory Notes -	Other securities	—	—	$2.5M	3.7%
BlackRock LifePath® Index 2060 Fund Class K Shares Mutual Fund	Other securities	—	—	$2.1M	3.0%
BlackRock Russell 1000® Growth Index Fund R Collective Trust Fund	Common Collective Trusts	—	—	$1.7M	2.5%
BLKRK R1000 GR IDX R GREAT GRAY TRUST COMPANY · EIN 81-1025041 / PN 012	Common Collective Trust	—	—	$1.7M	2.5%
Vanguard Information Technology Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$1.6M	2.3%
MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	—	—	$1.1M	1.6%
American Funds New Perspective Fund® Class R-6 Mutual Fund	Mutual Funds	—	—	$672K	1.0%
Putnam Large Cap Value Trust Class R6 Collective Trust Fund	Common Collective Trusts	—	—	$641K	0.9%
PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426	Common Collective Trust	—	—	$641K	0.9%
Victory Sycamore Established Value Fund Class R6 Mutual Fund	Other securities	—	—	$483K	0.7%
Carillon Eagle Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$469K	0.7%
Fidelity® Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$417K	0.6%
American Funds American Balanced Fund ® Class R-6 Mutual Fund	Mutual Funds	—	—	$344K	0.5%
Fidelity® Total International Index Fund Mutual Fund	Common Collective Trusts	—	—	$326K	0.5%
Janus Henderson Triton Fund Class N Mutual Fund	Mutual Funds	—	—	$298K	0.4%
Fidelity® Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$278K	0.4%
PIMCO Income Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$214K	0.3%
Cohen & Steers Real Estate Securities Fund, Inc. Class RS Collective Trust Fund	Common Collective Trusts	—	—	$170K	0.3%
C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064	Common Collective Trust	—	—	$170K	0.3%
BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264	Common Collective Trust	—	—	$157K	0.2%
Allspring Special Small Cap Value Fund - Class R6 Mutual Fund	Other securities	—	—	$132K	0.2%
JPMorgan Emerging Markets Equity Fund Class R6 Mutual Fund	Other securities	—	—	$115K	0.2%
MFS International Divrersification Fund Class R6 Mutual Fund	Mutual Funds	—	—	$80K	0.1%
BlackRock LifePath® Index 2065 Fund Class K Shares Mutual Fund	Other securities	—	—	$65K	<0.1%
Fidelity® Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$44K	<0.1%
PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275	Common Collective Trust	—	—	$0	<0.1%