Chris Roulet signed Western Equipment, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Western Equipment, LLC's EIN is 30-0134973.
Download the official 2024 Form 5500 (PDF) for Western Equipment, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Western Equipment, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NAVIGATE RETIREMENT SOLUTIONS | 55-0846628 | — | NONE | $47K | — |
| MATRIX TRUST COMPANY | 75-3182674 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $8.6M | 16.3% | |
| American Funds American Mutual R6 Mutual Fund | Mutual Funds | — | — | $6.9M | 13.3% | |
| DFA Large Cap International Mutual Fund | Mutual Funds | — | — | $6.5M | 12.4% | |
| STABLE VALUE FUND CIT, SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5.2M | 9.8% | |
| Baird Aggregate Bond Inst Mutual Fund | Other securities | — | — | $3.4M | 6.5% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $2.6M | 5.0% | |
| Federated Hermes Treasury Obligation Money Market 5 BlackRock Equity Index Fund Fee Class R Collective Fund | Common Collective Trusts | — | — | $2.6M | 4.9% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | Mutual Funds | — | — | $2.4M | 4.6% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $2.1M | 3.9% | |
| Vanguard Real Estate Index Admiral Mutual Fund | Mutual Funds | — | — | $1.5M | 2.9% | |
| DFA Commodity Strategy Institutional Mutual Fund | Mutual Funds | — | — | $1.5M | 2.8% | |
| Schwab Target 2030 Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.4M | 2.7% | |
| DFA Emerging Markets Portfolio I Mutual Fund | Mutual Funds | — | — | $1.4M | 2.6% | |
| Loans with interest rates ranging Participant Loans from 4.25% - 9.50% | Bonds / Notes | — | — | $1.2M | 2.3% | |
| DFA Inflation Protected Securities Mutual Fund | Mutual Funds | — | — | $1.1M | 2.1% | |
| Schwab Target 2050 Index Fund Mutual Fund | Common Collective Trusts | — | — | $938K | 1.8% | |
| Schwab Target 2040 Index Fund Mutual Fund | Common Collective Trusts | — | — | $569K | 1.1% | |
| Schwab Target 2060 Index Fund Mutual Fund | Common Collective Trusts | — | — | $450K | 0.9% | |
| Schwab Target 2055 Index Fund Mutual Fund | Common Collective Trusts | — | — | $208K | 0.4% | |
| BlackRock High Yield Bond Class K Mutual Fund | Other securities | — | — | $194K | 0.4% | |
| Schwab Target 2010 Index Fund Mutual Fund 30 Schwab Target 2015 Index Fund Mutual Fund 30 Schwab Target 2020 Index Fund Mutual Fund | Common Collective Trusts | — | — | $108K | 0.2% | |
| Schwab Target 2045 Index Fund Mutual Fund | Common Collective Trusts | — | — | $87K | 0.2% | |
| Schwab Target 2035 Index Fund Mutual Fund | Common Collective Trusts | — | — | $59K | 0.1% | |
| Schwab Target 2065 Index Fund Mutual Fund | Common Collective Trusts | — | — | $41K | <0.1% | |
| Matrix Trust Company Money Market | Cash / Money Market | — | — | $11K | <0.1% | |
| Schwab Target 2025 Index Fund Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $10K |
| — |
