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Original filing (PDF)20250910163208NAL0045519762001
EQUIPMENT DEPOT, INC.
Form 5500
FILING_RECEIVED
EQUIPMENT DEPOT DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,699
Accounts w/ balance
2,060
Plan assets (EOY)
$155.2M
Net assets (EOY)
$155.2M
How this plan invests
This plan
23 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — 107% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EQUIPMENT DEPOT, INC..
Plan sponsor
Name
EQUIPMENT DEPOT, INC.
EIN
11-3768341
Address
1105 WOODED ACRES DR. SUITE 700 · WACO, TX · 767104451
Phone
(214) 970-2221
Industry
Management of Companies / Holdingssee 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
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | INVESTMENT ADVISORY | $42K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $253K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCCONNELL & JONES LLP | 76-0488832 | — | ACCOUNTANT | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
15 direct securities · 23 pooled funds· $179.5M(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.
Common Collective Trust
$97.7M
15 holdings
Uncategorized
$52.3M
15 holdings
Pooled Separate Account
$29.5M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RTM 2030 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $22.4M | 14.4% | |
| Principal Financial Group Principal Large Cap Growth I SA-Z | — | — | — | $14.4M | 9.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $14.4M | 9.2% | |
| T. ROWE PRICE RTM 2040 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.6M | 8.1% | |
| T. ROWE PRICE RTM 2045 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $11.0M | 7.1% | |
| T. ROWE PRICE RTM 2050 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $10.5M | 6.8% | |
| T. ROWE PRICE RTM 2035 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $9.2M | 5.9% | |
| T. ROWE PRICE RTM 2025 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $8.6M | 5.5% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $8.1M | 5.2% | |
| T. ROWE PRICE RTM 2055 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $6.5M | 4.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $5.9M | 3.8% | |
| Principal Financial Group Principal Core Fixed Income Separate Accounts | — | — | — | $4.9M | 3.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $4.9M | 3.1% | |
| American Funds American Funds New Perspective R6 Fund | — | — | — | $4.6M | 3.0% | |
| T. ROWE PRICE RTM 2020 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.1M | 2.7% | |
| Neuberger Berman Neuberger Berman Mid Cap Growth R6 Fund | — | — | — | $3.2M | 2.1% | |
| Principal Financial Group Principal Capital Appreciation SA-Z | — | — | — | $3.2M | 2.1% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $3.2M | 2.1% | |
| T. Rowe Price Associates T. Rowe Price Capital Appreciation fund | — | — | — | $3.0M | 1.9% | |
| T ROWE PRICE RTM 2060 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.9% | |
| Principal Financial Group Principal Mid Cap Value I SA-Z | — | — | — | $2.7M | 1.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $2.7M | 1.7% | |
| American Funds American Funds EuroPacific Growth R6 Fund | — | — | — | $2.6M | 1.7% | |
| Principal Financial Group Principal Mid Cap S&P 400 Index SA-Z | — | — | — | $1.8M | 1.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.8M | 1.2% | |
| Vanguard Group Vanguard Total Bond Market Index Adm Fund | — | — | — | $1.6M | 1.1% | |
| Carillon Tower Advisors Eagle Small Cap Growth R6 Fund | — | — | — | $1.5M | 1.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.4M | 0.9% | |
| T. ROWE PRICE RTM 2010 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.8% | |
| T. ROWE PRICE RTM 2015 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.7% | |
| T ROWE PRICE RTM 2065 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $957K | 0.6% | |
| Macquarie Small Cap Value I Fund | — | — | — | $711K | 0.5% | |
| T. ROWE PRICE RTMT BAL TR CL A T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $656K | 0.4% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $638K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $554K | 0.4% | |
| Empower Annuity Insurance Company of America Empower Guaranteed Interest Fund | — | — | — | $51K | <0.1% | |
| (E) | — | — | — | $51K | <0.1% | |
| T. ROWE PRICE RTM 2005 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $869 | <0.1% |
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