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Original filing (PDF)20251013140929NAL0000692611001
P & K EQUIPMENT, INC
Form 5500
FILING_RECEIVED
P & K 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
726
Accounts w/ balance
596
Plan assets (EOY)
$45.3M
Net assets (EOY)
$45.3M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for P & K EQUIPMENT, INC.
Plan sponsor
Name
P & K EQUIPMENT, INC
EIN
73-1259841
Address
102 S. VAN BUREN · ENID, OK · 73703
Phone
(580) 237-2199
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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
Audit & trust (Schedule H)
Auditor
EQUIPMENT DEALER CONSULTING, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES MIDWEST, LLC | — | FARRAGUT, TN | TPA | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $43K | — |
| INTRUST BANK N.A. | 48-0477525 | — | SERVICE PROVIDER | $0 | — |
Investments
32 direct securities · 1 pooled fund· $87.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$45.2M
32 holdings
Pooled Separate Account
$42.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPERATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $42.1M | 93.0% | |
| Vanguard 500 Index Fund Adm Pooled Separate Accounts | — | — | — | $5.2M | 11.4% | |
| AB Large Cap Grw Fnd Z Pooled Separate Accounts | — | — | — | $5.0M | 11.0% | |
| American Funds Wash Mutual Inv R6 Pooled Separate Accounts | — | — | — | $3.5M | 7.6% | |
| Voya Fixed Account Guaranteed Interest Account | — | — | — | $2.8M | 6.1% | |
| American Funds AM Balanced R6 Pooled Separate Accounts | — | — | — | $2.6M | 5.7% | |
| Voya Index Solution 2040 Portfolio Z Pooled Separate Accounts | — | — | — | $2.5M | 5.6% | |
| Voya Index Solution 2050 Portfolio Z Pooled Separate Accounts | — | — | — | $2.3M | 5.1% | |
| MFS Intl Diversification Fnd Pooled Separate Accounts | — | — | — | $2.0M | 4.5% | |
| Vanguard Total Intl Stk Index Fd Adm Pooled Separate Accounts | — | — | — | $1.9M | 4.2% | |
| Vanguard Small-Cap Index Fund Adm Pooled Separate Accounts | — | — | — | $1.8M | 3.9% | |
| JPMorgan Core Plus Bond Fund R6 Pooled Separate Accounts | — | — | — | $1.6M | 3.6% | |
| Vanguard Mid-Cap Index Fund Adm Pooled Separate Accounts | — | — | — | $1.5M | 3.3% | |
| Voya Index Solution Income Port Z Pooled Separate Accounts | — | — | — | $1.1M | 2.5% | |
| Amer Cent Mid Cap Value Fund R6 Pooled Separate Accounts | — | — | — | $1.1M | 2.4% | |
| Vanguard Total Bnd Mrkt Ind F Adm Pooled Separate Accounts | — | — | — | $1.1M | 2.3% | |
| Janus Hndrsn Venture Fund N Pooled Separate Accounts | — | — | — | $1.0M | 2.2% | |
| Fidelity Adv Strategic Income Fun Pooled Separate Accounts | — | — | — | $924K | 2.0% | |
| MFS Mid Cap Growth Fund R6 Pooled Separate Accounts | — | — | — | $917K | 2.0% | |
| Voya Index Solution 2055 Portfolio Z Pooled Separate Accounts | — | — | — | $878K | 1.9% | |
| Voya Index Solution 2035 Portfolio Z Pooled Separate Accounts | — | — | — | $838K | 1.9% | |
| Voya Index Solution 2060 Portfolio Z Pooled Separate Accounts | — | — | — | $806K | 1.8% | |
| Voya Index Solution 2045 Portfolio Z Pooled Separate Accounts | — | — | — | $723K | 1.6% | |
| Voya Index Solution 2030 Portfolio Z Pooled Separate Accounts | — | — | — | $641K | 1.4% | |
| Cohen & Steers Real Estate Secs Fd I Pooled Separate Accounts | — | — | — | $567K | 1.3% | |
| Voya Index Solution 2065 Portfolio Z Pooled Separate Accounts | — | — | — | $544K | 1.2% | |
| Voya Index Solution 2025 Portfolio Z Pooled Separate Accounts | — | — | — | $373K | 0.8% | |
| GQG Prtnrs Emrg Mkt Eqty Fd R6 Pooled Separate Accounts | — | — | — | $364K | 0.8% | |
| Participant Loans Interest Rates: 3.85%-9.50% | — | — | — | $351K | 0.8% | |
| Undiscovered Mngrs Bhvrl Val Fd R6 Pooled Separate Accounts | — | — | — | $221K | 0.5% | |
| JPMorgan Short Duration Bond Fd R6 Pooled Separate Accounts | — | — | — | $205K | 0.5% | |
| TRowePrc International Disc F Pooled Separate Accounts | — | — | — | $12K | <0.1% | |
| Voya Gov Money Mkt Fnd A Pooled Separate Accounts | — | — | — | $7K | <0.1% |
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