Filings through Sep 24, 2026.

Retirement plan

Kirby-Smith Machinery, Inc. 401(k) Profit Sharing Plan

Name: KIRBY-SMITH MACHINERY, INC. - KIRBY-SMITH MACHINERY, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: KIRBY-SMITH MACHINERY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KIRBY-SMITH MACHINERY, INC. 401(K) PROFIT SHARING PLAN, KIRBY-SMITH MACHINERY, INC.

Kirby-Smith Machinery, Inc.EIN 73-1119892Plan #001PY 2024

6715 WEST RENO - OKLAHOMA CITY, OK 73127405-495-7820kirby-smith.comLinkedIn501-1000 employeesconstruction

Prospect flagsFew collective trustsFund lineup: 22 funds, $54.7M

How to read this page

Total assets (EOY)

$56.3M

+20.2% from 2023

Total participants

895

+3.1% from 2023

Average account balance

$72,539

+16.2% from 2023

Annual return

14.73%

-4.46 pp from 2023

Benchmarks

See 1,565 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,565 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576	Recordkeeping and information managem...	$108,097
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143	Advisory (Plan)	$19,120

Fund lineup

CSV with Pro

22 funds of $250K or more; 17 lines in all, holding $54.7M of the plan's $56.3M. From the 2024 filing. Recordkeeper: Not identified.

In collective trusts0%median 0% for plans of $50M to $250M (10,671 plans)

In index funds13%median 25% for plans of $50M to $250M (10,671 plans)

In the main target-date series41%median 35% for plans of $50M to $250M (10,671 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, other, 41% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Insurance contract Target-date, 10 vintages	Vanguard	Insurance contract	$22.2M	40.6%
Pooled Separate Accounts Standard Insurance Company Harbor Capital Appreciation I Harbor Capital · Insurance contract	Harbor Capital	Insurance contract	$5.8M	10.6%
Standard Insurance Company Vanguard 500 Index Admiral Vanguard · Insurance contract Index	Vanguard	Insurance contract	$5.7M	10.4%
Standard Insurance Company Federated International Equity IS Federated Hermes · Insurance contract	Federated Hermes	Insurance contract	$3.1M	5.6%
Guaranteed Investment Contract Standard Insurance Company Stable Asset Fund A StanCorp (Meiji Yasuda) · Insurance contract	StanCorp (Meiji Yasuda)	Insurance contract	$2.7M	4.9%
Standard Insurance Company T.Rowe Price Md Cp Val I T. Rowe Price · Insurance contract	T. Rowe Price	Insurance contract	$2.5M	4.6%
AF Standard Insurance Company MFS Value R6 MFS (Sun Life) · Insurance contract	MFS (Sun Life)	Insurance contract	$2.5M	4.5%
Standard Insurance Company Vanguard Wellington Adm Vanguard · Insurance contract	Vanguard	Insurance contract	$2.1M	3.8%
Standard Insurance Company MFS Mid Cap Growth R6 MFS (Sun Life) · Insurance contract	MFS (Sun Life)	Insurance contract	$1.9M	3.6%
Standard Insurance Company Vanguard Explorer Admiral Vanguard · Insurance contract	Vanguard	Insurance contract	$1.9M	3.5%

See the other 7 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$68K

$87 / participant

Contract admin$68K100.0%

% of EOY assets

0.121%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: EIDE BAILLY, LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

STANCORP FINANCIAL GROUP10+ years

Service code 12 · EIN 93-1253576

Recordkeeping and information managem...

$108,097

CAPFINANCIAL PARTNERS LLC5 years

Filed as: CAPFINANCIAL PARTNERS, LLC

Service code 27 · EIN 26-0058143

Advisory (Plan)

$19,120

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Insurance contract

Target-date, 10 vintages

$22.2M

40.6%

Pooled Separate Accounts Standard Insurance Company Harbor Capital Appreciation I

Harbor Capital · Insurance contract

$5.8M

10.6%

Standard Insurance Company Vanguard 500 Index Admiral

Vanguard · Insurance contract

Index

$5.7M

10.4%

Standard Insurance Company Federated International Equity IS

Federated Hermes · Insurance contract

$3.1M

5.6%

Guaranteed Investment Contract Standard Insurance Company Stable Asset Fund A

StanCorp (Meiji Yasuda) · Insurance contract

$2.7M

4.9%

Standard Insurance Company T.Rowe Price Md Cp Val I

T. Rowe Price · Insurance contract

$2.5M

4.6%

AF Standard Insurance Company MFS Value R6

MFS (Sun Life) · Insurance contract

$2.5M

4.5%

Standard Insurance Company Vanguard Wellington Adm

Vanguard · Insurance contract

$2.1M

3.8%

Standard Insurance Company MFS Mid Cap Growth R6

MFS (Sun Life) · Insurance contract

$1.9M

3.6%

Standard Insurance Company Vanguard Explorer Admiral

Vanguard · Insurance contract

$1.9M

3.5%

Kirby-Smith Machinery, Inc. 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Kirby-Smith Machinery, Inc. 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion