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Original filing (PDF)20250905112618NAL0010319475001
PETE KING CONSTRUCTION COMPANY
Form 5500
FILING_RECEIVED
PETE KING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
497
Accounts w/ balance
532
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETE KING CONSTRUCTION COMPANY.
Plan sponsor
Name
PETE KING CONSTRUCTION COMPANY
EIN
86-0654420
Address
11040 NORTH 19TH AVE · PHOENIX, AZ · 85029
Phone
(602) 944-4441
Industry
Constructionsee 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
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TULL, FORSBERG & OLSON, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRI-AD ACTUARIES, INC. | 95-2887986 | — | NONE | $26K | — |
Investments
27 direct securities· $5.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fd I Registered Investment Company | — | — | — | $836K | 16.0% | |
| Vanguard Target Retirement 2060 Fd I Registered Investment Company | — | — | — | $707K | 13.5% | |
| Vanguard Target Retirement 2035 Fd I Registered Investment Company | — | — | — | $548K | 10.5% | |
| Vanguard Target Retirement 2055 Fd I Registered Investment Company | — | — | — | $539K | 10.3% | |
| Vanguard Target Retirement 2030 Fd I Registered Investment Company | — | — | — | $537K | 10.2% | |
| Vanguard Target Retirement 2050 Fd I Registered Investment Company | — | — | — | $429K | 8.2% | |
| Vanguard Target Retirement 2045 Fd I Registered Investment Company | — | — | — | $363K | 6.9% | |
| Vanguard Target Retirement 2025 Fd I Registered Investment Company | — | — | — | $259K | 5.0% | |
| Vanguard 500 Index Fund Registered Investment Company | — | — | — | $231K | 4.4% | |
| Vanguard Growth Index Fd Admiral Registered Investment Company | — | — | — | $209K | 4.0% | |
| Vanguard Small Cap Value Index Admiral Registered Investment Company | — | — | — | $144K | 2.7% | |
| Vanguard Target Retirement 2020 Fd I Registered Investment Company | — | — | — | $137K | 2.6% | |
| Vanguard Value Index Admiral Registered Investment Company | — | — | — | $77K | 1.5% | |
| Party Identity of Issue, Borrower, Lessor, or Description of Investment Cost Current in Similar Party Including Maturity Date, Rate ^ Value Interest of Interest, Collateral, Par or (*) Maturity Value American Funds New Perspective R6 Registered Investment Company | — | — | — | $35K | 0.7% | |
| Charles Schwab Noninterest-Bearing Cash | — | — | — | $33K | 0.6% | |
| Vanguard Small Cap Growth Index Admiral Registered Investment Company | — | — | — | $30K | 0.6% | |
| Vanguard Mid-Cap Growth Index Admiral Registered Investment Company | — | — | — | $18K | 0.4% | |
| Vanguard Mid Cap Val Index Admiral Registered Investment Company | — | — | — | $16K | 0.3% | |
| Vanguard Target Retirement Incm Inv Registered Investment Company | — | — | — | $15K | 0.3% | |
| Vanguard Mid Cap Index Fund Admiral Registered Investment Company | — | — | — | $12K | 0.2% | |
| Cohen & Steers Real Estate Secs Z Registered Investment Company | — | — | — | $10K | 0.2% | |
| Charles Schwab Money Market Fund | — | — | — | $10K | 0.2% | |
| Vanguard Interm Term Bd Index Adm Registered Investment Company | — | — | — | $7K | 0.1% | |
| Vanguard Developed Mkts Index Adm Registered Investment Company | — | — | — | $6K | 0.1% | |
| Vanguard Intl Growth Admiral Class Registered Investment Company | — | — | — | $6K | 0.1% | |
| Vanguard Small Cap I Registered Investment Company | — | — | — | $5K | <0.1% | |
| DFA Inflation Protect Sec Port Instl Registered Investment Company | — | — | — | $4K | <0.1% |
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