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Original filing (PDF)20250724051511NAL0002416611001
VALIANT ARTIFICIAL LIFT SOLUTION
Form 5500
FILING_RECEIVED
VALIANT ARTIFICIAL LIFT SOLUTIONS 401(K) PLAN
401(k) retirement plan
Active participants
122
Accounts w/ balance
124
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
1 pooled trust
Schedule D
59 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 VALIANT ARTIFICIAL LIFT SOLUTION.
Plan sponsor
Name
VALIANT ARTIFICIAL LIFT SOLUTION
EIN
81-1828685
Address
ONE LEADERSHIP SQUARE, N. TOWER · 211 N. ROBINSON AVE, SUITE 1301 · OKLAHOMA CITY, OK · 73102
Phone
(405) 706-2338
Industry
Manufacturingsee 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
2025-07-24
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)
Auditor
HOGAN TAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $21K | — |
Investments
42 direct securities · 1 pooled fund· $12.2M(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.
Registered Investment Companies
$8.4M
21 holdings
Uncategorized
$3.7M
21 holdings
Common Collective Trust
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | Registered Investment Companies | — | — | $1.3M | 13.0% | |
| Vanguard Target Retirement 2055 Fund | Registered Investment Companies | — | — | $959K | 9.5% | |
| Vanguard Target Retirement 2030 Fund | Registered Investment Companies | — | — | $889K | 8.9% | |
| Fidelity 500 Index Fund | — | — | — | $888K | 8.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $888K | 8.8% | |
| Vanguard Target Retirement 2050 Fund | Registered Investment Companies | — | — | $738K | 7.3% | |
| Vanguard Target Retirement Income Fund | — | — | — | $637K | 6.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $637K | 6.3% | |
| Vanguard Target Retirement 2045 Fund | Registered Investment Companies | — | — | $584K | 5.8% | |
| Vanguard Target Retirement 2025 Fund | Registered Investment Companies | — | — | $578K | 5.8% | |
| Harbor Capital Appreciation Fund | — | — | — | $437K | 4.3% | |
| JPMorgan Mid Cap Growth Fund | — | — | — | $415K | 4.1% | |
| Vanguard Target Retirement 2020 Fund | Registered Investment Companies | — | — | $307K | 3.1% | |
| Vanguard Target Retirement 2035 Fund | Registered Investment Companies | — | — | $304K | 3.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $235K | 2.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $235K | 2.3% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $216K | 2.1% | |
| American Funds Fundamental Investors Fund | — | — | — | $216K | 2.1% | |
| Dimensional Fund Advisors Global Equity Portfolio Fund | Registered Investment Companies | — | — | $194K | 1.9% | |
| AllianceBernstein Large Cap Growth Fund | — | — | — | $191K | 1.9% | |
| with various maturities - | — | — | — | $160K | 1.6% | |
| Vanguard Wellesley Income Fund | — | — | — | $149K | 1.5% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $145K | 1.4% | |
| Principal Small Cap S&P 600 Index Fund | — | — | — | $131K | 1.3% | |
| PRN SM CP S&P 600 IND INST | Registered Investment Companies | — | — | $131K | 1.3% | |
| Fidelity Advisor Stock Selector Mid Cap Fund | Registered Investment Companies | — | — | $113K | 1.1% | |
| Vanguard Mid Cap Value Index Fund | — | — | — | $110K | 1.1% | |
| Nuveen Quant Small Cap Equity Fund | — | — | — | $108K | 1.1% | |
| Vanguard Equity Income Fund | Registered Investment Companies | — | — | $79K | 0.8% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $78K | 0.8% | |
| Fidelity Emerging Market Index Fund | Registered Investment Companies | — | — | $24K | 0.2% | |
| Columbia Dividend Income Fund | — | — | — | $23K | 0.2% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $12K | 0.1% | |
| PIMCO Income Fund | — | — | — | $9K | <0.1% | |
| Vanguard Balanced Index Fund | — | — | — | $8K | <0.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $8K | <0.1% | |
| FID ST TREAS BOND INDX | Registered Investment Companies | — | — | $8K | <0.1% | |
| Fidelity Short-Term Treasury Bond Index Fund | — | — | — | $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. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| Vanguard Short-Term Investment Grade Fund | — | — | — | $2K | <0.1% |
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