Back to filter
Original filing (PDF)20251009165138NAL0011407648001
POWER-FLO TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
UNITED ELECTRIC POWER 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
254
Accounts w/ balance
285
Plan assets (EOY)
$19.3M
Net assets (EOY)
$19.3M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWER-FLO TECHNOLOGIES, INC..
Plan sponsor
Name
POWER-FLO TECHNOLOGIES, INC.
EIN
11-3290164
Address
270 PARK AVENUE · GARDEN CITY PARK, NY · 11040
Phone
(516) 812-6840
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MACIAS, GINI & O'CONNELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS, INC | 11-3271029 | MELVILLE, NY | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO | 16-1486454 | — | SERVICE PROVIDER | $0 | — |
Investments
36 direct securities · 1 pooled fund· $38.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$19.3M
36 holdings
Pooled Separate Account
$19.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA LIFE INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $19.0M | 98.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $3.1M | 15.8% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.2M | 11.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $2.1M | 10.9% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.4M | 7.1% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.4M | 7.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.2M | 6.3% | |
| Vanguard Target Retirement 2070 Fund ** 427 Vanguard Retirement Income Fund | — | — | — | $1.2M | 6.2% | |
| Fidelity 500 Index Fund | — | — | — | $799K | 4.1% | |
| Voya Intermediate Bond Fund Class R6 | — | — | — | $609K | 3.2% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $584K | 3.0% | |
| American Funds American Funds The Growth Fund of America R6 | — | — | — | $480K | 2.5% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $473K | 2.4% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $401K | 2.1% | |
| Victory Sycamore Victory Sycamore Established Value Fund R6 | — | — | — | $396K | 2.0% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $394K | 2.0% | |
| PIMCO Income Fund Institutional | — | — | — | $314K | 1.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $286K | 1.5% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $225K | 1.2% | |
| Putnam Large Cap Growth Fund - R6 | — | — | — | $220K | 1.1% | |
| American Funds American Funds American Balanced Fund R6 | — | — | — | $209K | 1.1% | |
| Voya Fixed Account Guaranteed Investment Contract | — | — | — | $178K | 0.9% | |
| Dimensional Fund Advisors DFA International Core Equity Portfolio Institutional Class | — | — | — | $165K | 0.9% | |
| American Funds American Funds New Perspective Fund R6 | — | — | — | $165K | 0.9% | |
| Notes receivable from participants Maturing through June 2029 with $-0- | — | — | — | $149K | 0.8% | |
| American Funds American Funds New World Fund R6 | — | — | — | $149K | 0.8% | |
| Dimensional Fund Advisors DFA Inflation-Protcted Securities Portfolio | — | — | — | $134K | 0.7% | |
| BlackRock High Yeild K | — | — | — | $121K | 0.6% | |
| Hartford Mutual Funds Hartford Dividend and Growth R6 | — | — | — | $109K | 0.6% | |
| Dimensional Fund Advisors DFA Real Estate Securities Portfolio Institutional Class | — | — | — | $79K | 0.4% | |
| BrandywineGLOBAL Opp Bond IS | — | — | — | $77K | 0.4% | |
| Dimensional Fund Advisors DFA US Targeted Value I | — | — | — | $55K | 0.3% | |
| Voya Government Money Market Fund Class A | — | — | — | $34K | 0.2% | |
| American Funds American Funds Fundamental Investors R6 | — | — | — | $20K | 0.1% | |
| AllianceBernstein AB Small Cap Growth Z | — | — | — | $15K | <0.1% | |
| PGIM Jennison International Opportunities Fund - R6 | — | — | — | $14K | <0.1% | |
| JPMorgan Mid Cap Growth Fund - R6 | — | — | — | $11K | <0.1% |
Related plans
Other plans using ASSOCIATED PENSION CONSULTANTS, INC
CASSENA CARE, LLC
CROSSWAY 401(K) PLAN
$97.4M · 2,868 participants
SOCOTEC, INC.
SOCOTEC, INC. PROFIT SHARING PLAN
$82.7M · 474 participants
GABRIELLI TRUCK SALES, LTD
GABRIELLI SAVINGS AND RETIREMENT PLAN FOR EMPLOYEES
$74.4M · 695 participants
MICHELSEN PACKAGING COMPANY
MICHELSEN PACKAGING COMPANY 401K PLAN
$70.1M · 150 participants
CERTILMAN BALIN ADLER & HYMAN, LLP
CERTILMAN BALIN ADLER & HYMAN, LLP SALARY REDUCTION & BONUS DEFERRAL PLAN
$69.4M · 141 participants
SALANTER AKIBA RIVERDALE ACADEMY
S/A/R ACADEMY 401(K) PLAN
$58.8M · 392 participants
Similar-size Wholesale Trade plans
FLETCHER-REINHARDT COMPANY
FLETCHER-REINHARDT COMPANY PROFIT SHARING PLAN
$19.4M · 39 participants
CEDAR ELECTRONICS HOLDINGS CORP.
CEDAR ELECTRONICS CORPORATION 401(K) PLAN
$19.2M · 106 participants
J.H. LARSON ELECTRICAL COMPANY
J. H. LARSON ELECTRICAL COMPANY 401(K) RETIREMENT PLAN
$19.5M · 183 participants
LAFACE & MCGOVERN ASSOCIATES, INC.
LAFACE & MCGOVERN ASSOCIATES, INC EMPLOYEES PROFIT SHARING PLAN
$19.2M · 54 participants
WAYTEK, INC.
WAYTEK, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN
$19.5M · 119 participants
FUJI ELECTRIC CORP OF AMERICA
FUJI ELECTRIC CORP OF AMERICA 401(K) PROFIT SHARING PLAN
$19.6M · 132 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B