Plan Snapshot
- Plan Sponsor: Pk Companies Group, LLC
- Sponsor EIN: 364790645
- Sponsor Address: P O BOX 782290, WICHITA, KS, 67278
- Plan Type: 401(k)
- Total Participants: 501
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 501 | $15.4M | $696,108 | $1.5M |
| 2023 | 331 | $12.7M | $591,476 | $1.3M |
| 2022 | 249 | $9.8M | $441,184 | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AGH WEALTH ADVISORS, LLC | INVESTMENT ADV | $47,492 | — | $47,492 |
| ALLEN GIBBS & HOULIK LC | RECORD KEEPER | $40,282 | — | $40,282 |
| FORVIS MAZARS, LLP | AUDITOR | $17,578 | — | $17,578 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AGH WEALTH ADVISORS, LLC — INVESTMENT ADV
- FORVIS MAZARS, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,352
- Estimated Expense Ratio: 0.683% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $105,392 | $47,492 | — | $17,578 | — |
| 2023 | $85,341 | $37,511 | — | $13,125 | — |
| 2022 | $80,307 | $40,052 | — | — | $40,255 |