How big is Valiant Artificial Lift Solution's plan?

Valiant Artificial Lift Solution's plan reported $10.0M in assets and 122 participants for 2024.

Original filing (PDF)20250724051511NAL0002416611001

Valiant Artificial Lift Solution

Name: Valiant Artificial Lift Solution — Valiant Artificia, Form 5500 (2024)
Creator: Valiant Artificial Lift Solution
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Valiant Artificial Lift Solutions 401(k) Plan

401(k) retirement plan · Valiant Artificial Lift Solution's Valiant Artificial Lift Solutions 401(k) Plan held $10.0M in plan assets for 122 participants in 2024, with ADP as recordkeeper.

Active participants

122

Accounts w/ balance

124

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

People on this filing

Kathleen White signed Valiant Artificial Lift Solution's 2024 Form 5500 as plan administrator.

Kathleen White — 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

Valiant Artificial Lift Solution's EIN is 81-1828685.

EIN 81-1828685

Plan number 001

Plan year 2024

ACK ID 20250724051511NAL0002416611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Valiant Artificial Lift Solution from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Valiant Artificial Lift Solution'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 VALIANT ARTIFICIAL LIFT SOLUTION.

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How this plan invests

This plan

1 pooled trust

Schedule D

37 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

Plan sponsor

Name

VALIANT ARTIFICIAL LIFT SOLUTION

EIN

all filings

Address

ONE LEADERSHIP SQUARE, N. TOWER · 211 N. ROBINSON AVE, SUITE 1301 · OKLAHOMA CITY, OK · 73102

Phone

(405) 706-2338

Industry

Manufacturing

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

2025-07-24

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$6K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY	20-8764829	—	INVESTMENT/FINANCIAL ADVI	$21K	—

Investments

37 direct securities · 1 pooled fund· $10.1M(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.

Mutual Funds

$7.6M

20 holdings

Other securities

$1.2M

7 holdings

Common Collective Trusts

$1.2M

6 holdings

Registered Investment Companies

$15K

2 holdings

U.S. Treasuries

$8K

1 holding

Common Collective Trust

$4K

1 holding

Pooled Separate Accounts

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$6.9M Fidelity$1.0M Dimensional / DFA$417K JPMorgan$415K American Funds (Capital Group)$216K TIAA / Nuveen$108K PIMCO$9K Invesco$4K

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

					% of plan
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$1.3M	13.0%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$959K	9.5%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$889K	8.9%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$888K	8.8%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$738K	7.3%
Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$637K	6.3%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$584K	5.8%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$578K	5.8%
Harbor Capital Appreciation Fund	Other securities	—	—	$437K	4.3%
JPMorgan Mid Cap Growth Fund	Other securities	—	—	$415K	4.1%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$307K	3.1%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$304K	3.0%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$235K	2.3%
American Funds Fundamental Investors Fund	Mutual Funds	—	—	$216K	2.1%
Dimensional Fund Advisors Global Equity Portfolio Fund	Mutual Funds	—	—	$194K	1.9%
AllianceBernstein Large Cap Growth Fund	Other securities	—	—	$191K	1.9%
with various maturities -	Other securities	—	—	$160K	1.6%
Vanguard Wellesley Income Fund	Mutual Funds	—	—	$149K	1.5%
Dimensional Fund Advisors International Core Equity Portfolio Fund	Mutual Funds	—	—	$145K	1.4%
Principal Small Cap S&P 600 Index Fund	Common Collective Trusts	—	—	$131K	1.3%
Fidelity Advisor Stock Selector Mid Cap Fund	Mutual Funds	—	—	$113K	1.1%
Vanguard Mid Cap Value Index Fund	Common Collective Trusts	—	—	$110K	1.1%
Nuveen Quant Small Cap Equity Fund	Mutual Funds	—	—	$108K	1.1%
Vanguard Equity Income Fund	Mutual Funds	—	—	$79K	0.8%
Dimensional Fund Advisors Real Estate Securities Portfolio Fund	Mutual Funds	—	—	$78K	0.8%
Fidelity Emerging Market Index Fund	Common Collective Trusts	—	—	$24K	0.2%
Columbia Dividend Income Fund	Other securities	—	—	$23K	0.2%
Vanguard Intermediate-Term Bond Index Fund	Common Collective Trusts	—	—	$12K	0.1%
PIMCO Income Fund	Mutual Funds	—	—	$9K	<0.1%
Vanguard Balanced Index Fund	Common Collective Trusts	—	—	$8K	<0.1%
VANGUARD BAL IDX - ADM	Registered Investment Companies	—	—	$8K	<0.1%
Fidelity Short-Term Treasury Bond Index Fund	U.S. Treasuries	—	—	$8K	<0.1%
FID ST TREAS BOND INDX	Registered Investment Companies	—	—	$8K	<0.1%
INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001	Common Collective Trust	—	—	$4K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%
Vanguard Short-Term Investment Grade Fund	Mutual Funds	—	—	$2K	<0.1%

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