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Original filing (PDF)20251015060852NAL0007952274001
DENALI MIDCO 2 LLC
Form 5500
FILING_RECEIVED
SUPER STAR CAR WASH 401(K)
401(k) retirement plan
Signals · 2
26% in single holding~483 bps in Sched C fees
Active participants
1,222
Accounts w/ balance
988
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VAN TARGET RETIRE 2050" is 26% of plan.
- 483 bps in Schedule C fees — 829% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DENALI MIDCO 2 LLC.
Plan sponsor
Name
DENALI MIDCO 2 LLC
EIN
87-3906696
Address
960 W. BEHREND DRIVE, STE 1 · PHOENIX, AZ · 85027
Phone
(623) 213-7220
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
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
BEACHFLEISCHMAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $130K | — |
Investments
23 direct securities · 1 pooled fund· $2.4M(88% 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.
Registered Investment Companies
$2.4M
23 holdings
Common Collective Trust
$15K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $671K | 24.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $353K | 13.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $352K | 13.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $252K | 9.4% | |
| ALLSPRING SPECIAL MC VAL R6 179 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $229K | 8.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $164K | 6.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $125K | 4.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $60K | 2.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $30K | 1.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $19K | 0.7% | |
| AMERFUNDS AMER BALANCED - R6 925 REGISTERED INVESTMENT COMPANY COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $18K | 0.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $15K | 0.6% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $14K | 0.5% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $12K | 0.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $12K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $12K | 0.4% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $8K | 0.3% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $6K | 0.2% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $4K | 0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $3K | 0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $3K | 0.1% | |
| PGIM TOTAL RETURN BOND R6 226 REGISTERED INVESTMENT COMPANY MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $3K | 0.1% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $3K | 0.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $2K | <0.1% |
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