What public Form 5500 filings show about the Equipment Depot, Inc. 401(k) plan — and how to find and check your own account.
Equipment Depot, Inc. (EIN 11-3768341) reports EQUIPMENT DEPOT DEFINED CONTRIBUTION PLAN on its most recent Form 5500, with $155.2M in plan assets across 1,699 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Equipment Depot, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Equipment Depot, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MCCONNELL & JONES LLP, MORNINGSTAR INVESTMENT MANAGEMENT L, MERCER.