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Original filing (PDF)20250904080242NAL0027053808001
NPK CONSTRUCTION EQUIPMENT, INC.
Form 5500
FILING_RECEIVED
NPK RETIREMENT & SAVINGS PLAN
401(k) retirement plan
Active participants
235
Accounts w/ balance
279
Plan assets (EOY)
$31.0M
Net assets (EOY)
$31.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
21 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 NPK CONSTRUCTION EQUIPMENT, INC..
Plan sponsor
Name
NPK CONSTRUCTION EQUIPMENT, INC.
EIN
34-1482090
Address
7550 INDEPENDENCE DR · WALTON HILLS, OH · 44146
Phone
(440) 232-7900
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
2025-09-04
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)
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS, INC. | 31-1509466 | AKRON, OH | INVESTMENT ADVISOR | $40K | — |
Investments
17 direct securities · 5 pooled funds· $30.0M(97% 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
$23.4M
17 holdings
Pooled Separate Account
$6.6M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth K6 Mutual Fund N/A | — | — | — | $4.2M | 13.4% | |
| Guaranteed Income Fund Guaranteed Investment Account N/A | — | — | — | $4.1M | 13.1% | |
| Vanguard Small Cap Value Index Fund Mutual Fund N/A | — | — | — | $3.7M | 12.0% | |
| PGIM TOTAL RETURN BOND FUND (IS) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | — | $2.9M | 9.4% | |
| Dodge & Cox International Stock Fund Class X Mutual Fund N/A | — | — | — | $2.2M | 7.1% | |
| CAPITAL GROUP EUROPACIFIC GROWTH FD EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.0M | 6.5% | |
| Vanguard Small-Cap Value Mutual Fund N/A | — | — | — | $1.7M | 5.6% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $1.5M | 4.7% | |
| American Funds New World R6 Mutual Fund N/A | — | — | — | $1.4M | 4.6% | |
| Vanguard Total Stock Market Mutual Fund N/A | — | — | — | $1.4M | 4.5% | |
| MFS Mid Cap Growth Class R6 Mutual Fund N/A | — | — | — | $1.2M | 3.9% | |
| AB Small Cap Growth Z Mutual Fund N/A | — | — | — | $1.1M | 3.5% | |
| T. Rowe Price Intl Bd (USD HDGD) I Mutual Fund N/A | — | — | — | $963K | 3.1% | |
| Vanguard Mid Cap Index Fund Mutual Fund N/A | — | — | — | $690K | 2.2% | |
| Participant loans (Interest at 5.25% to 10.5%) N/A | — | — | — | $333K | 1.1% | |
| American Funds 2045 Target Date Retirement R6 Mutual Fund N/A | — | — | — | $232K | 0.7% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $189K | 0.6% | |
| PIMCO Real Return Fund Inst Mutual Fund N/A | — | — | — | $77K | 0.2% | |
| American Funds 2030 Target Date Retirement R6 Mutual Fund N/A | — | — | — | $53K | 0.2% | |
| American Funds 2070 Target Date Retirement R6 Mutual Fund N/A | — | — | — | $30K | <0.1% | |
| PIMCO Income Inst Mutual Fund N/A | — | — | — | $26K | <0.1% | |
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $0 | <0.1% |
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