Matthew POE signed Equipment Depot, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Equipment Depot, Inc.'s EIN is 11-3768341.
Download the official 2024 Form 5500 (PDF) for Equipment Depot, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Equipment Depot, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $253K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | INVESTMENT ADVISORY | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCCONNELL & JONES LLP | 76-0488832 | — | ACCOUNTANT | $25K | — |
| PI | % 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 | Common Stocks | — | — | $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 | Common Collective Trusts | — | — | $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 | Pooled 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 | Mutual Funds | — | — | $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 | Other securities | — | — | $3.2M | 2.1% | |
| Principal Financial Group Principal Capital Appreciation SA-Z | Common Stocks | — | — | $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 | Other securities | — | — | $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 | Common Stocks | — | — | $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 | Mutual Funds | — | — | $2.6M | 1.7% | |
| Principal Financial Group Principal Mid Cap S&P 400 Index SA-Z | Common Stocks | — | — | $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 | Mutual Funds | — | — | $1.6M | 1.1% | |
| Carillon Tower Advisors Eagle Small Cap Growth R6 Fund | Other securities | — | — | $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 | Other securities | — | — | $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 | Common Stocks | — | — | $51K | <0.1% | |
| (E) | Other securities | — | — | $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% |
