Original filing (PDF)20251009125642NAL0006610065001

FIVE STAR EQUIPMENT, INC.

Name: FIVE STAR EQUIPMENT, INC. — FIVE STAR EQUIPMENT, INC. FLEXIBLE COMPENSATION PLAN, Form 5500 (2024)
Creator: FIVE STAR EQUIPMENT, INC.

Form 5500

FILING_RECEIVED

FIVE STAR EQUIPMENT, INC. FLEXIBLE COMPENSATION PLAN

401(k) retirement plan

Signals · 1

30% in single holding

Active participants

149

Accounts w/ balance

162

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

How this plan invests

This plan

12 pooled trusts

Schedule D

9 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "[DFE: AMERICAN FUNDS WASHINGTON MUTUAL R4 (no filing on disk)]" is 30% of plan.

Helping the score

Below-peer total fees (3 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIVE STAR EQUIPMENT, INC..

Plan sponsor

Name

FIVE STAR EQUIPMENT, INC.

EIN

23-2281067

Address

1300 DUNHAM DRIVE · DUNMORE, PA · 18512

Phone

(570) 346-1701

Industry

Wholesale Tradesee 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

2025-10-09

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

ROBERT ROSSI AND CO

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$2K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
TBS AGENCY INC	—	FAIRFIELD, IA	BROKER/ADVISER	$0	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—

Investments

12 pooled funds· $4.4M(31% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Shares / units	Cost	Current value	% of plan
AMERICAN FUNDS WASHINGTON MUTUAL R4 AMERICAN FUNDS · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$1.3M	9.5%
AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$1.2M	8.2%
NORTHERN BOND INDEX NORTHERN FUNDS · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$541K	3.8%
MM SANDP 500(R) INDEX SVC MASSMUTUAL · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$361K	2.6%
AMERICAN CENTURY MID CAP VALUE INV AMERICAN CENTURY INVESTMENTS · EIN 90-0779283 / PN 000	Pooled Separate Account	—	—	$325K	2.3%
AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$276K	2.0%
AMERICAN FUNDS AMERICAN BALANCED R4 AMERICAN FUNDS · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$221K	1.6%
VICTORY SYCAMORE SMALL COMPANY OPP VICTORY CAPITAL · EIN 90-0342299 / PN 000	Pooled Separate Account	—	—	$183K	1.3%
MASSMUTUAL HIGH YIELD A MASSMUTUAL · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$32K	0.2%
MASSMUTUAL EQUITY OPPORTS R5 MASSMUTUAL · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$0	<0.1%
MASSMUTUAL BLUE CHIP GROWTH A MASSMUTUAL · EIN 04-1590850 / PN 000	Pooled Separate Account	—	—	$0	<0.1%