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Original filing (PDF)20251006153921NAL0002019955001
S&R COMPRESSION LLC
Form 5500
FILING_RECEIVED
S & R COMPRESSION, L.L.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
139
Accounts w/ balance
171
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
1 pooled trust
Schedule D
19 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "BOKF, NA Financial Retirement 2050 Fund" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S&R COMPRESSION LLC.
Plan sponsor
Name
S&R COMPRESSION LLC
EIN
26-0294978
Address
4234 S. JACKSON AVE. · TULSA, OK · 74107
Phone
(918) 447-1947
Industry
Manufacturingsee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
HOGANTAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | 73-0780382 | — | TRUSTEE | $10K | — |
Investments
19 direct securities · 1 pooled fund· $12.8M(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
$7.3M
19 holdings
Common Collective Trust
$5.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP POOLED INVESTMENT TRUST BOKF NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $5.5M | 74.5% | |
| BOKF, NA Financial Retirement 2050 Fund | — | — | — | $2.1M | 28.9% | |
| BOKF, NA Financial Retirement 2040 Fund | — | — | — | $1.8M | 24.8% | |
| BOKF, NA Financial Retirement 2030 Fund | — | — | — | $732K | 9.9% | |
| BOKF, NA Financial Retirement 2060 Fund | — | — | — | $583K | 7.9% | |
| Fidelity 500 Index Fund | — | — | — | $422K | 5.7% | |
| T. Rowe Price New Horizons Fund | — | — | — | $359K | 4.9% | |
| with various maturities - | — | — | — | $351K | 4.8% | |
| T. Rowe Price Growth Stock Fund | — | — | — | $241K | 3.3% | |
| BOKF, NA Financial Retirement 2020 Fund | — | — | — | $166K | 2.2% | |
| Cavanal Hill Government Securities Money Market Fund | — | — | — | $130K | 1.8% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $101K | 1.4% | |
| Vanguard Mid Cap Index Fund | — | — | — | $74K | 1.0% | |
| BOKF, NA Financial Retirement 2070 Fund | — | — | — | $49K | 0.7% | |
| American Beacon International Equity Fund | — | — | — | $45K | 0.6% | |
| John Hancock Disciplined Value Mid Cap Fund | — | — | — | $45K | 0.6% | |
| Cavanal Hill Moderate Duration Fund | — | — | — | $30K | 0.4% | |
| William Blair International Growth Fund | — | — | — | $24K | 0.3% | |
| Vanguard Small Cap Index Fund | — | — | — | $13K | 0.2% | |
| MFS Value Fund | — | — | — | $5K | <0.1% |
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