How big is S&K Technologies, Inc.'s plan?

S&K Technologies, Inc.'s plan reported $59.0M in assets and 719 participants for 2024.

Original filing (PDF)20250902102619NAL0014153425001

S&K Technologies, Inc.

Name: S&K Technologies, Inc. — S&K Technologies, Inc., Form 5500 (2024)
Creator: S&K Technologies, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

S&K Technologies, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · S&K Technologies, Inc.'s S&K Technologies, Inc. 401(k) Profit Sharing Plan and Trust held $59.0M in plan assets for 719 participants in 2024, with ADP as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

719

Accounts w/ balance

684

Plan assets (EOY)

$59.0M

Net assets (EOY)

$58.8M

People on this filing

Steven Thomas signed S&K Technologies, Inc.'s 2024 Form 5500 as plan administrator.

Steven Thomas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

S&K Technologies, Inc.'s EIN is 32-0189276.

EIN 32-0189276

Plan number 002

Plan year 2024

ACK ID 20250902102619NAL0014153425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for S&K Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

S&K Technologies, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S&K TECHNOLOGIES, INC..

Finding similar companies…

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (11th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

S&K TECHNOLOGIES, INC.

EIN

all filings

Address

63066 OLD HIGHWAY 93, SUITE A · ST. IGNATIUS, MT · 59865

Phone

(406) 745-7500

Industry

Management of Companies / Holdings

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(844) 367-2848

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORDKEEPER	$8K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIRST INTERSTATE WEALTH MANAGEMENT	—	BILLINGS, MT	INVESTMENT ADVISOR	$9K	—

Investments

30 direct securities· $59.0M(100% of reported assets)

Mutual Funds

$42.7M

23 holdings

Other securities

$9.6M

4 holdings

Stable Value

$4.5M

1 holding

Common Collective Trusts

$1.3M

1 holding

Participant loans

$802K

1 holding

					% of plan
Vanguard Institutional Index Mutual Fund	Mutual Funds	—	—	$8.8M	14.9%
J P Moorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$6.9M	11.7%
Vanguard Target Retirement 2030 Inv Mutual Fund	Mutual Funds	—	—	$4.9M	8.3%
Vanguard Target Retirement 2025 Inv Mutual Fund	Mutual Funds	—	—	$4.8M	8.2%
Putnam Stable Value Fund Stable Value Fund	Stable Value	—	—	$4.5M	7.7%
Vanguard Target Retirement 2035 Inv Mutual Fund	Mutual Funds	—	—	$4.0M	6.8%
Vanguard Target Retirement 2040 Inv Mutual Fund	Mutual Funds	—	—	$3.5M	5.9%
Vanguard Target Retirement 2020 Inv Mutual Fund	Mutual Funds	—	—	$2.2M	3.7%
Vanguard Target Retirement 2060 Inv Mutual Fund	Mutual Funds	—	—	$2.0M	3.4%
J P Morgan Equity Income R6 Mutual Fund	Other securities	—	—	$2.0M	3.4%
Vanguard Target Retirement 2045 Inv Mutual Fund	Mutual Funds	—	—	$1.9M	3.2%
Vanguard Target Retirement 2050 Inv Mutual Fund	Mutual Funds	—	—	$1.6M	2.7%
Invesco Opp Intl GR R6 Mutual Fund	Mutual Funds	—	—	$1.4M	2.4%
Vanguard Target Retirement 2065 Inv Mutual Fund	Mutual Funds	—	—	$1.4M	2.3%
Vanguard Total Bond Market Index Admiral Mutual Fund	Mutual Funds	—	—	$1.4M	2.3%
Vanguard Small Cap Index Fund - Admiral Mutual Fund	Common Collective Trusts	—	—	$1.3M	2.2%
Vanguard Total Intl Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$1.2M	2.0%
Vanguard Target Retirement 2055 Inv Mutual Fund	Mutual Funds	—	—	$1.2M	2.0%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$991K	1.7%
Participant loans maturing through 2032 0	Participant loans	—	—	$802K	1.4%
Federated Instl High Yield Bond Instl Mutual Fund	Other securities	—	—	$634K	1.1%
Vanguard Target Retirement Income Inv Mutual Fund	Mutual Funds	—	—	$601K	1.0%
Dodge & Cox Stock fund Mutual Fund	Mutual Funds	—	—	$327K	0.6%
Dfa Commodity Strat Port Inst Mutual Fund	Mutual Funds	—	—	$130K	0.2%
DFA Global Real Estate Sec I Mutual Fund	Mutual Funds	—	—	$125K	0.2%
Dodge and Cox Global Bond Mutual Fund	Mutual Funds	—	—	$116K	0.2%
Schwab Fundmntl Intl Lg Co Id Mutual Fund	Mutual Funds	—	—	$105K	0.2%
Vanguard Target Retirement 2070 Inv Mutual Fund	Mutual Funds	—	—	$105K	0.2%
Van Infl Protected Sec Mutual Fund	Other securities	—	—	$84K	0.1%
Dfa Emerging Markets Port Ins Mutual Fund	Mutual Funds	—	—	$82K	0.1%