How big is P & K Equipment, Inc.'s plan?

P & K Equipment, Inc.'s plan reported $45.3M in assets and 726 participants for 2024.

Original filing (PDF)20251013140929NAL0000692611001

P & K Equipment, Inc.

Name: P & K Equipment, Inc. — P & K 401(k) Plan, Form 5500 (2024)
Creator: P & K Equipment, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

P & K 401(k) Plan

401(k) retirement plan · P & K Equipment, Inc.'s P & K 401(k) Plan held $45.3M in plan assets for 726 participants in 2024, with Voya as recordkeeper.

Active participants

726

Accounts w/ balance

596

Plan assets (EOY)

$45.3M

Net assets (EOY)

$45.3M

People on this filing

LORI Glazier signed P & K Equipment, Inc.'s 2024 Form 5500 as plan administrator.

LORI Glazier — 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

P & K Equipment, Inc.'s EIN is 73-1259841.

EIN 73-1259841

Plan number 002

Plan year 2024

ACK ID 20251013140929NAL0000692611001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Above-average plan

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

P & K EQUIPMENT, INC

EIN

all filings

Address

102 S. VAN BUREN · ENID, OK · 73703

Phone

(580) 237-2199

Industry

Wholesale Trade

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT ADVISORS, LLC	02-0488491	—	SERVICE PROVIDER	$43K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ERISA SERVICES MIDWEST, LLC	—	FARRAGUT, TN	TPA	$0	—

Other service providers

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.

Pooled Separate Account

$42.1M

1 holding

Pooled Separate Accounts

$42.1M

30 holdings

Other securities

$2.8M

1 holding

Bonds / Notes

$351K

1 holding

					% 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	Pooled Separate Accounts	—	—	$5.2M	11.4%
AB Large Cap Grw Fnd Z Pooled Separate Accounts	Pooled Separate Accounts	—	—	$5.0M	11.0%
American Funds Wash Mutual Inv R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$3.5M	7.6%
Voya Fixed Account Guaranteed Interest Account	Other securities	—	—	$2.8M	6.1%
American Funds AM Balanced R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$2.6M	5.7%
Voya Index Solution 2040 Portfolio Z Pooled Separate Accounts	Pooled Separate Accounts	—	—	$2.5M	5.6%
Voya Index Solution 2050 Portfolio Z Pooled Separate Accounts	Pooled Separate Accounts	—	—	$2.3M	5.1%
MFS Intl Diversification Fnd Pooled Separate Accounts	Pooled Separate Accounts	—	—	$2.0M	4.5%
Vanguard Total Intl Stk Index Fd Adm Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1.9M	4.2%
Vanguard Small-Cap Index Fund Adm Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1.8M	3.9%
JPMorgan Core Plus Bond Fund R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1.6M	3.6%
Vanguard Mid-Cap Index Fund Adm Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1.5M	3.3%
Voya Index Solution Income Port Z Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1.1M	2.5%
Amer Cent Mid Cap Value Fund R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1.1M	2.4%
Vanguard Total Bnd Mrkt Ind F Adm Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1.1M	2.3%
Janus Hndrsn Venture Fund N Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1.0M	2.2%
Fidelity Adv Strategic Income Fun Pooled Separate Accounts	Pooled Separate Accounts	—	—	$924K	2.0%
MFS Mid Cap Growth Fund R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$917K	2.0%
Voya Index Solution 2055 Portfolio Z Pooled Separate Accounts	Pooled Separate Accounts	—	—	$878K	1.9%
Voya Index Solution 2035 Portfolio Z Pooled Separate Accounts	Pooled Separate Accounts	—	—	$838K	1.9%
Voya Index Solution 2060 Portfolio Z Pooled Separate Accounts	Pooled Separate Accounts	—	—	$806K	1.8%
Voya Index Solution 2045 Portfolio Z Pooled Separate Accounts	Pooled Separate Accounts	—	—	$723K	1.6%
Voya Index Solution 2030 Portfolio Z Pooled Separate Accounts	Pooled Separate Accounts	—	—	$641K	1.4%
Cohen & Steers Real Estate Secs Fd I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$567K	1.3%
Voya Index Solution 2065 Portfolio Z Pooled Separate Accounts	Pooled Separate Accounts	—	—	$544K	1.2%
Voya Index Solution 2025 Portfolio Z Pooled Separate Accounts	Pooled Separate Accounts	—	—	$373K	0.8%
GQG Prtnrs Emrg Mkt Eqty Fd R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$364K	0.8%
Participant Loans Interest Rates: 3.85%-9.50%	Bonds / Notes	—	—	$351K	0.8%
Undiscovered Mngrs Bhvrl Val Fd R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$221K	0.5%
JPMorgan Short Duration Bond Fd R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$205K	0.5%
TRowePrc International Disc F Pooled Separate Accounts	Pooled Separate Accounts	—	—	$12K	<0.1%
Voya Gov Money Mkt Fnd A Pooled Separate Accounts	Pooled Separate Accounts	—	—	$7K	<0.1%