# Pk Companies Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/pk-companies-group-llc-401k-plan

> Pk Companies Group, LLC&#39;s 401(k) plan: 501 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/agh-wealth-advisors-llc) — INVESTMENT ADV

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|

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