How big is PCRK Services Company, LLC's plan?

PCRK Services Company, LLC's plan reported $4.2M in assets and 3,338 participants for 2024.

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

People on this filing

Cesar Elizondo signed PCRK Services Company, LLC's 2024 Form 5500 as plan administrator.

Cesar Elizondo — 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

PCRK Services Company, LLC's EIN is 84-2891206.

EIN 84-2891206

Plan number 001

Plan year 2024

ACK ID 20251013123705NAL0000601619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PCRK Services Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PCRK Services Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 (13th 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).

Plan sponsor

Name

PCRK SERVICES COMPANY, LLC

EIN

all 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%