Plan Snapshot
- Plan Sponsor: P & K Equipment, INC
- Sponsor EIN: 731259841
- Sponsor Address: 102 S. VAN BUREN, ENID, OK, 73703
- Plan Type: 401(k)
- Total Participants: 726
- Total Assets: $45.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 726 | $45.3M | $1.6M | $2.9M |
| 2023 | 703 | $39.9M | $1.5M | $2.8M |
| 2022 | 691 | $32.7M | $1.3M | $2.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EQUIPMENT DEALER CONSULTING, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $78,279 | $43,829 | $32,375 | — | — |
| 2023 | $55,108 | — | $55,108 | — | — |
| 2022 | $53,692 | — | $53,692 | — | — |