Performance Contracting Group, Inc. 401(k): best low-cost funds
Performance Contracting Group, Inc. Esop/401(k) Plan · Plan #004 · Lenexa, KS
Suggested simple Boglehead mix
The public data doesn't show enough index funds from this plan to suggest a full mix. A typical Boglehead approach: look in your menu for a US total market or S&P 500 index fund, an international index fund, and a US bond index fund, all with expense ratios under about 0.10%. Or use one low-cost target-date index fund. How the 3-fund portfolio works.
Know this plan's fund menu? Submit it and we'll add a fund-by-fund pick list.
Pooled funds named in the filing (Schedule D)
These are collective trusts and similar pooled funds the plan reported holding. Names that look like index funds are tagged index by keyword, so check them yourself. Mutual funds are not listed by name in the free data.
| Fund | Manager | Type | Plan's holding |
|---|---|---|---|
| Nuveen Tiaa LC IDX RET INC J | SEI Trust Company | Common/collective trust | $461.0M |
| Prin Core Plus Bond SEP Acct-z | Principal Life Insurance Company | Pooled separate account | $51.4M |
| Blackrock Equity Index T Fund index | Blackrock Inst Trust CO | Common/collective trust | $47.3M |
| Prin Liquid Assets SEP Acct-z | Principal Life Insurance Company | Pooled separate account | $38.5M |
| Principal Stable Value Z Fund | Principal Global Investors Trust CO | Common/collective trust | $26.3M |
| Blackrock Midcp EQ Index M FD index | Blackrock Inst Trust CO | Common/collective trust | $10.8M |
| Prin Smcap S&P 600 Index Sa-z index | Principal Life Insurance Company | Pooled separate account | $10.6M |
| Principal U.s. Property Sa-z | Principal Life Insurance Company | Pooled separate account | $4.5M |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Registered investment companies (mutual funds) | $336.0M | 9.4% |
| Common/collective trusts | $545.4M | 15.2% |
| Pooled separate accounts | $105.0M | 2.9% |
| Employer securities (company stock) | $2.6B | 72.3% |
| Participant loans | $6.0M | 0.2% |
Fees paid from plan assets
| Contract administrator fees | $78,326 |
| Total administrative expenses | $78,326 |
Reported administrative expenses were about 0.002% of average plan assets, or about $48 per participant with a balance. This usually excludes fund expense ratios netted inside mutual funds and trusts.
Source: DOL EFAST2 Form 5500 & Schedules H/D, filing ID 20251002080015NAL0000130579001. EIN 341478097.
FAQ
What are the best low-cost funds in the Performance Contracting Group, Inc. 401(k)?
The free public data doesn't list enough of the Performance Contracting Group, Inc. plan's index funds to say. Look in your plan's fee disclosure (404a-5 notice) for a US stock index fund, an international index fund and a bond index fund with low expense ratios.
Can I build a three-fund portfolio in the Performance Contracting Group, Inc. 401(k)?
Possibly. Many large plans offer the three building blocks, but the public data for this plan doesn't confirm it. A low-cost target-date index fund is a common one-fund alternative.
How big is the Performance Contracting Group, Inc. 401(k) plan?
The plan reported about $3.6B in net assets and 1,635 participants with balances for plan year 2024, according to its DOL Form 5500 filing.
Where does this data come from?
From public U.S. Department of Labor Form 5500 filings (EFAST2) and, where noted, the plan's SEC Form 11-K. Data can be outdated or incomplete, and this page is not financial advice.
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