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Original filing (PDF)20250826094732NAL0016966130001
AKRS EQUIPMENT SOLUTIONS INC.
Form 5500
FILING_RECEIVED
AKRS EQUIPMENT SOLUTIONS INC. 401K PLAN
401(k) retirement plan
Active participants
736
Accounts w/ balance
777
Plan assets (EOY)
$86.4M
Net assets (EOY)
$86.4M
How this plan invests
This plan
17 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AKRS EQUIPMENT SOLUTIONS INC..
Plan sponsor
Name
AKRS EQUIPMENT SOLUTIONS INC.
EIN
27-0619457
Address
643 FALLBROOK BLVD · STE 200 · LINCOLN, NE · 68521
Phone
(402) 438-6189
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
2025-08-26
Pension benefit codes
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)
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BLAND & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $83K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $38K | — |
| MSEC LLC | 26-2921823 | — | ADVISOR | $19K | — |
| MARINER WEALTH ADVISORS | 87-1928698 | — | INVESTMENT ADVISOR | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLAND & ASSOCIATES | 47-0698853 | — | ACCOUNTANT/AUDITOR | $5K | — |
Investments
20 direct securities · 17 pooled funds· $106.6M(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.
Common Collective Trust
$57.7M
17 holdings
Uncategorized
$48.9M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Flexpath Moderate Retirement R1 Common/Collective Trust | — | — | — | $13.1M | 15.1% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $13.1M | 15.1% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $9.5M | 11.0% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Funds | — | — | — | $7.5M | 8.7% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $6.7M | 7.7% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $5.9M | 6.9% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $5.1M | 6.0% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $5.0M | 5.8% | |
| American Funds Fundamental Investors R6 Mutual Funds | — | — | — | $4.8M | 5.6% | |
| American Funds New Perspect R6 Mutual Funds | — | — | — | $4.7M | 5.5% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $4.7M | 5.5% | |
| Fidelity 500 Index Mutual Funds | — | — | — | $3.1M | 3.6% | |
| Putnam Large Cap Value Fund R1 Common/Collective Trust | — | — | — | $2.6M | 3.0% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.6M | 3.0% | |
| American Funds Europacific Growth R6 Mutual Funds | — | — | — | $2.4M | 2.7% | |
| Galliard Stable Return Fund C Common/Collective Trust | — | — | — | $2.3M | 2.6% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.3M | 2.6% | |
| Flexpath Agressive Retirement R1 Common/Collective Trust | — | — | — | $2.0M | 2.3% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $2.0M | 2.3% | |
| DFA U.S. Targeted Value Portfolio Institutional Class Mutual Funds | — | — | — | $1.2M | 1.4% | |
| Janus JH Enterprise N Mutual Funds | — | — | — | $948K | 1.1% | |
| Loomis Sayles Core Plus Bond Fund Class Y Mutual Funds | — | — | — | $876K | 1.0% | |
| MFS Mid Cap Value Fund Class R6 Mutual Funds | — | — | — | $781K | 0.9% | |
| Fidelity Small Cap Index Mutual Funds | — | — | — | $705K | 0.8% | |
| Participant Loans Participant Loans, Interest at 4.25% to 9.50% | — | — | — | $574K | 0.7% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $505K | 0.6% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $442K | 0.5% | |
| Fidelity U.S. Bond Index Fund Mutual Funds | — | — | — | $265K | 0.3% | |
| Wasatch Core Growth Fund Institutional Class Shares Mutual Funds | — | — | — | $233K | 0.3% | |
| American Funds New World R6 Mutual Funds | — | — | — | $211K | 0.2% | |
| Flexpath Conservative Retirement R1 Common/Collective Trust | — | — | — | $200K | 0.2% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $200K | 0.2% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $13K | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG SM CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
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