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Original filing (PDF)20251015140631NAL0009975394001
DRIL-QUIP, INC.
Form 5500
FILING_RECEIVED
DRIL-QUIP, INC. EMPLOYEE 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
500
Accounts w/ balance
852
Plan assets (EOY)
$40.7M
Net assets (EOY)
$40.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
26 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 DRIL-QUIP, INC..
Plan sponsor
Name
DRIL-QUIP, INC.
EIN
74-2162088
Address
6401 N. ELDRIDGE PKY · HOUSTON, TX · 77041
Phone
(713) 939-7711
Industry
Retail 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CALVETTI FERGUSON, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $125K | — |
Investments
24 direct securities · 3 pooled funds· $40.7M(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.
Uncategorized
$36.8M
24 holdings
Common Collective Trust
$4.0M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2020 Target Date Retire R6 (i) | — | — | — | $5.2M | 12.8% | |
| American Funds 2035 Target Date Retire R6 (i) | — | — | — | $4.8M | 11.7% | |
| FLEXPATH STABLE VALUE CL R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $3.8M | 9.5% | |
| American Funds 2045 Target Date Retire R6 (i) | — | — | — | $3.7M | 9.2% | |
| American Funds 2025 Target Date Retire R6 (i) | — | — | — | $3.7M | 9.0% | |
| Fidelity Large Gap Growth Index (i) | — | — | — | $3.1M | 7.6% | |
| American Funds 2030 Target Date Retire R6 (i) | — | — | — | $2.9M | 7.1% | |
| American Funds 2015 Target Date Retire R6 (i) | — | — | — | $2.6M | 6.5% | |
| Vanguard 500 Index Admiral (i) | — | — | — | $2.1M | 5.2% | |
| American Funds 2050 Target Date Retire R6 (i) | — | — | — | $2.0M | 5.0% | |
| American Funds 2040 Target Date Retire R6 (i) | — | — | — | $1.8M | 4.5% | |
| American Funds 2010 Target Date Retire R6 (i) | — | — | — | $1.5M | 3.8% | |
| American Funds 2055 Target Date Retire R6 (i) | — | — | — | $716K | 1.8% | |
| Virtus Kar Mid Cap Core R6 (i) | — | — | — | $671K | 1.6% | |
| Vanguard Mid Cap Index Admiral (i) | — | — | — | $435K | 1.1% | |
| American Funds 2060 Target Date Retire R6 (i) | — | — | — | $370K | 0.9% | |
| JPMorgan Equity Income R6 (i) | — | — | — | $318K | 0.8% | |
| IShares MSCI EAFE International Index K (i) | — | — | — | $159K | 0.4% | |
| American Funds 2065 Target Date Retire R6 (i) | — | — | — | $154K | 0.4% | |
| Undiscovered MGRS Behavioral Value R6 (i) | — | — | — | $119K | 0.3% | |
| PIONEER BOND TRUST R1 GREAT GRAY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $102K | 0.3% | |
| Fidelity International Bond Index (i) | — | — | — | $86K | 0.2% | |
| Columbia Small Cap Index Institutional 2 (i) | — | — | — | $72K | 0.2% | |
| Vanguard Emerging Markets Stock Index Admiral (i) | — | — | — | $57K | 0.1% | |
| MFS International Diversification R6 (i) | — | — | — | $54K | 0.1% | |
| American Funds New World R6 (i) | — | — | — | $41K | 0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |