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Original filing (PDF)20250916125639NAL0003058800001
PARKLAND (U.S.) PEOPLE CORP.
Form 5500
FILING_RECEIVED
PARKLAND USA 401(K) PLAN
401(k) retirement plan
Active participants
2,364
Accounts w/ balance
1,163
Plan assets (EOY)
$67.8M
Net assets (EOY)
$67.8M
How this plan invests
This plan
6 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Knocking points off
- 28 bps in Schedule C fees — 76% above peer band of 16 bps.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARKLAND (U.S.) PEOPLE CORP..
Plan sponsor
Name
PARKLAND (U.S.) PEOPLE CORP.
EIN
83-2255506
Address
2800 POST OAK BLVD. SUITE 5200 · HOUSTON, TX · 77056
Phone
(403) 567-2500
Industry
Wholesale 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
2025-09-16
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)
Audit & trust (Schedule H)
Auditor
BRADY, MARTZ & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $120K | — |
Advisor / Consultant
1| 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.
Uncategorized
$66.6M
28 holdings
Common Collective Trust
$3.7M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath® Index 2030 Fund Class K Shares Mutual Fund | — | — | — | $10.1M | 14.9% | |
| BlackRock LifePath® Index Retirement Fund Class K Shares Mutual Fund | — | — | — | $9.5M | 14.0% | |
| BlackRock LifePath® Index 2035 Fund Class K Shares Mutual Fund | — | — | — | $9.0M | 13.2% | |
| BlackRock LifePath® Index 2040 Fund Class K Shares Mutual Fund | — | — | — | $8.1M | 12.0% | |
| BlackRock LifePath® Index 2045 Fund Class K Shares Mutual Fund | — | — | — | $6.7M | 9.9% | |
| BlackRock LifePath® Index 2050 Fund Class K Shares Mutual Fund | — | — | — | $4.5M | 6.7% | |
| BlackRock LifePath® Index 2055 Fund Class K Shares Mutual Fund | — | — | — | $3.5M | 5.2% | |
| Fidelity® 500 Index Fund Mutual Fund | — | — | — | $2.6M | 3.8% | |
| Notes Receivable from Participants Promissory Notes - | — | — | — | $2.5M | 3.7% | |
| BlackRock LifePath® Index 2060 Fund Class K Shares Mutual Fund | — | — | — | $2.1M | 3.0% | |
| BlackRock Russell 1000® Growth Index Fund R Collective Trust Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $672K | 1.0% | |
| Putnam Large Cap Value Trust Class R6 Collective Trust Fund | — | — | — | $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 | — | — | — | $483K | 0.7% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $469K | 0.7% | |
| Fidelity® Mid Cap Index Fund Mutual Fund | — | — | — | $417K | 0.6% | |
| American Funds American Balanced Fund ® Class R-6 Mutual Fund | — | — | — | $344K | 0.5% | |
| Fidelity® Total International Index Fund Mutual Fund | — | — | — | $326K | 0.5% | |
| Janus Henderson Triton Fund Class N Mutual Fund | — | — | — | $298K | 0.4% | |
| Fidelity® Small Cap Index Fund Mutual Fund | — | — | — | $278K | 0.4% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $214K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class RS Collective Trust Fund | — | — | — | $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 | — | — | — | $132K | 0.2% | |
| JPMorgan Emerging Markets Equity Fund Class R6 Mutual Fund | — | — | — | $115K | 0.2% | |
| MFS International Divrersification Fund Class R6 Mutual Fund | — | — | — | $80K | 0.1% | |
| BlackRock LifePath® Index 2065 Fund Class K Shares Mutual Fund | — | — | — | $65K | <0.1% | |
| Fidelity® Government Money Market Fund Mutual Fund | — | — | — | $44K | <0.1% | |
| PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $0 | <0.1% |