Original filing (PDF)20251013123705NAL0000601619001

PCRK Services Company, LLC

Name: PCRK Services Company, LLC — PCRK Services Company, Form 5500 (2024)
Creator: PCRK Services Company, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

PCRK Services Company, LLC 401(k) Plan

401(k) retirement plan · PCRK Services Company, LLC's PCRK Services Company, LLC 401(k) Plan held $4.2M in plan assets for 3,338 participants in 2024, with Voya as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issued~116 bps in Sched C fees

Active participants

3,338

Accounts w/ balance

494

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

How this plan invests

This plan

30 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 29K (2% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (14th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (7th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PCRK SERVICES COMPANY, LLC.

Plan sponsor

Name

PCRK SERVICES COMPANY, LLC

EIN

84-2891206all filings

Address

1400 E SOUTHERN AVE STE 210 · TEMPE, AZ · 85282

Phone

(602) 633-1177

Industry

Other Services (ex. Public Admin)

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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	SERVICE PROVIDER	$49K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
NIA SECURITIES LLC	22-3570392	—	BROKER/DEALER	$0	—

Investments

30 direct securities· $4.2M(100% of reported assets)

Mutual Funds

$3.2M

22 holdings

Common Collective Trusts

$744K

4 holdings

Other securities

$205K

3 holdings

Bonds / Notes

$85K

1 holding

					% of plan
Fidelity Freedom In 2045 F Inv Mutual Fund	Mutual Funds	—	—	$447K	10.5%
Fidelity Freedom In 2050 F Inv Mutual Fund	Mutual Funds	—	—	$398K	9.4%
Voya Gv Mny Mkt Fund A Mutual Fund ** 568 iShares Total US Stk Mkt Idx K Mutual Fund	Common Collective Trusts	—	—	$311K	7.3%
Fidelity Freedom In 2055 F Inv Mutual Fund	Mutual Funds	—	—	$298K	7.0%
Fidelity Freedom In 2040 F Inv Mutual Fund	Mutual Funds	—	—	$294K	6.9%
Fidelity Freedom In 2035 F Inv Mutual Fund	Mutual Funds	—	—	$272K	6.4%
American Funds EuroPacific R6 Mutual Fund	Mutual Funds	—	—	$251K	5.9%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$215K	5.1%
Fidelity Freedom In 2060 F Inv Mutual Fund	Mutual Funds	—	—	$204K	4.8%
Fidelity Freedom In 2030 F Inv Mutual Fund	Mutual Funds	—	—	$167K	3.9%
Fidelity Freedom In 2025 F Inv Mutual Fund	Mutual Funds	—	—	$146K	3.4%
Vanguard Value Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$142K	3.3%
Vanguard Int-Trm Bd Indx Fd Adm Mutual Fund	Mutual Funds	—	—	$125K	3.0%
Voya Fixed Account Fully Benefit-Responsive Investment Contract	Other securities	—	—	$124K	2.9%
Vanguard U.S. Growth Fund Adm Mutual Fund	Mutual Funds	—	—	$119K	2.8%
Fidelity Sm Cp Ind Fd Mutual Fund	Mutual Funds	—	—	$96K	2.3%
Fidelity Freedom In 2020 F Inv Mutual Fund	Mutual Funds	—	—	$88K	2.1%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$86K	2.0%
Participant Loans to participants, bearing interest from 5.75% to 9.50%	Bonds / Notes	—	—	$85K	2.0%
Vanguard Mid-Cap Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$77K	1.8%
John Hanck Bond Fund I Mutual Fund	Other securities	—	—	$45K	1.1%
Vanguard Real Estate Indx Adm Mutual Fund	Mutual Funds	—	—	$38K	0.9%
BlkRck Tech Opp Fd Ins Mutual Fund	Other securities	—	—	$37K	0.9%
Vanguard Mid-Cap Vl Indx Fnd Adm Mutual Fund	Mutual Funds	—	—	$36K	0.8%
Fidelity Freedom In 2065 F Inv Mutual Fund	Mutual Funds	—	—	$33K	0.8%
Fidelity Freedom In Inc F Inv Mutual Fund	Mutual Funds	—	—	$31K	0.7%
Vanguard Md-Cap Grw Index Fd Adm Mutual Fund	Mutual Funds	—	—	$30K	0.7%
Fidelity Slct Med Tech Dvcs Mutual Fund	Mutual Funds	—	—	$24K	0.6%
Fidelity Freedom In 2015 F Inv Mutual Fund	Mutual Funds	—	—	$21K	0.5%
Fidelity Freedom In 2010 F Inv Mutual Fund	Mutual Funds	—	—	$5K	0.1%