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Original filing (PDF)20251015073623NAL0001987587001
H&K EQUIPMENT, INC
Form 5500
FILING_RECEIVED
H&K EQUIPMENT, INC 401(K) PLAN
401(k) retirement plan
Active participants
337
Accounts w/ balance
390
Plan assets (EOY)
$28.3M
Net assets (EOY)
$28.3M
How this plan invests
This plan
4 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H&K EQUIPMENT, INC.
Plan sponsor
Name
H&K EQUIPMENT, INC
EIN
25-1437196
Address
4200 CASTEEL DRIVE · CORAOPOLIS, PA · 15108
Phone
(412) 490-5300
Industry
Wholesale Tradesee 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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
GROSSMAN, YANAK & FORD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $34K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR, BENDER & ZAPF, INC. | — | PITTSBURGH, PA | CONTRACT ADMIN | $42K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROSSMAN YANAK & FORD | — | PITTSBURGH, PA | OTHER | $6K | — |
Investments
23 direct securities · 4 pooled funds· $28.3M(100% 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.
Uncategorized
$21.2M
23 holdings
Common Collective Trust
$7.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $4.7M | 16.6% | |
| American Funds Fidelity 500 Index | — | — | — | $3.7M | 13.0% | |
| American Funds American Funds 2040 Target Date | — | — | — | $1.9M | 6.7% | |
| LARGE CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $1.9M | 6.6% | |
| Blackrock Advantage Small Cap Core Class K | — | — | — | $1.8M | 6.3% | |
| American Funds American Funds 2015 Target Date | — | — | — | $1.7M | 5.9% | |
| American Funds American Funds 2050 Target Date | — | — | — | $1.6M | 5.8% | |
| Fidelity Mid Cap Index | — | — | — | $1.6M | 5.6% | |
| MFS Research International | — | — | — | $1.3M | 4.7% | |
| Empower Annuity Insurance Company of America Fixed Income Fund | — | — | — | $1.2M | 4.1% | |
| American Funds American Funds 2030 Target Date | — | — | — | $1.1M | 3.8% | |
| Pimco Income Institutional | — | — | — | $866K | 3.1% | |
| American Funds American Funds New World | — | — | — | $671K | 2.4% | |
| American Funds American Funds 2045 Target Date | — | — | — | $608K | 2.1% | |
| Janus Henderson Balanced Class N | — | — | — | $575K | 2.0% | |
| Empower Annuity Insurance Company of America Empower T. Rowe Price Mid Cap Institutional | — | — | — | $435K | 1.5% | |
| American Funds American Funds 2055 Target Date | — | — | — | $415K | 1.5% | |
| American Funds American Funds 2060 Target Date | — | — | — | $405K | 1.4% | |
| American Funds American Funds 2025 Target Date | — | — | — | $383K | 1.4% | |
| American Funds American Funds 2035 Target Date | — | — | — | $380K | 1.3% | |
| FEDERATED HERMES TOTAL RET BD CIF C GREAT GRAY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $377K | 1.3% | |
| Participant loans 5.25% to 10.5% interest rate, maturity dates through 2029 | — | — | — | $364K | 1.3% | |
| MIDCAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $153K | 0.5% | |
| American Funds American Funds 2010 Target Date | — | — | — | $141K | 0.5% | |
| Janus Henderson Developed World Bond Class N | — | — | — | $104K | 0.4% | |
| MFS Global Real Estate | — | — | — | $29K | 0.1% | |
| American Funds American Funds 2020 Target Date | — | — | — | $14K | <0.1% |