What public Form 5500 filings show about the Gregory Poole Equipment Company 401(k) plan — and how to find and check your own account.
Gregory Poole Equipment Company (EIN 56-0487311) reports GREGORY POOLE EQUIPMENT COMPANY RETIREMENT SAVINGS AND PROFIT SHARING PLAN on its most recent Form 5500, with $167.4M in plan assets across 1,483 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 Gregory Poole Equipment Company 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 OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Gregory Poole Equipment Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ROMEO WIGGINS & LLP, MATRIX TRUST, MSCS FS DIV OF BROADRIDGE BPO LLP, AMERICAN UNITED LIFE INSURANCE CO.
