Quandy White signed Van Wall Equipment, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Van Wall Equipment, Inc.'s EIN is 42-1085712.
Download the official 2024 Form 5500 (PDF) for Van Wall Equipment, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Van Wall Equipment, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 36-4019175 | — | INVESTMENT ADVISOR | $144K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2050 | Other securities | — | — | $7.7M | 11.4% | |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2045 | Other securities | — | — | $7.5M | 11.1% | |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2035 | Other securities | — | — | $6.1M | 9.1% | |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2040 | Other securities | — | — | $5.5M | 8.1% | |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2055 | Other securities | — | — | $5.4M | 8.0% | |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2025 | Other securities | — | — | $4.6M | 6.8% | |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2060 | Other securities | — | — | $4.4M | 6.5% | |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2030 | Other securities | — | — | $4.1M | 6.1% | |
| FIDELITY FID LG CAP DR IDX | Common Collective Trusts | — | — | $3.1M | 4.6% | |
| FIDELITY FID 500 INDEX PR | Common Collective Trusts | — | — | $2.8M | 4.1% | |
| AMERICAN FUNDS AF BALANCED R6 | Mutual Funds | — | — | $2.7M | 4.0% | |
| VANGUARD EQUITY INC ADM | Mutual Funds | — | — | $1.8M | 2.7% | |
| AMERICAN FUNDS AF EUROPAC GROWTH R6 | Mutual Funds | — | — | $1.8M | 2.7% | |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2020 | Other securities | — | — | $1.4M | 2.0% | |
| FIDELITY ADV STRATEGIC INCOME I | Mutual Funds | — | — | $1.3M | 1.9% | |
| ALLIANCE BERNSTEIN ALL/BERN SMCP GRTH ADV | Other securities | — | — | $1.2M | 1.7% | |
| FIDELITY FID MID CAP IDX ADV | Common Collective Trusts | — | — | $1.1M | 1.7% | |
| JP MORGAN JPM MID CAP GROWTH R6 | Other securities | — | — | $922K | 1.4% | |
| PRINCIPAL PIF MIDCAP VAL I | Other securities | — | — | $616K | 0.9% | |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2065 | Other securities | — | — | $543K | 0.8% | |
| JP MORGAN JPM CORE PLUS BND R6 | Other securities | — | — | $543K | 0.8% | |
| FIDELITY FA SMALL CAP VALUE | Mutual Funds | — | — | $501K | 0.7% | |
| FIDELITY FID SM CAP IDX ADV | Common Collective Trusts | — | — | $469K | 0.7% | |
| FIDELITY FID GOVT MONEY MARKET | Mutual Funds | — | — | $370K | 0.5% | |
| FIDELITY FA INTL INDEX ADV | Mutual Funds | — | — | $297K | 0.4% | |
| PARTICIPANT LOANS 6% | Participant loans | — | — | $241K | 0.4% | |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2010 | Other securities | — | — | $211K | 0.3% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $165K | 0.2% | |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2015 | Other securities | — | — | $134K | 0.2% | |
| T. ROWE PRICE T. ROWE PRICE RETIREMENT 2005 | Other securities | — | — | $2K | <0.1% |
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 |
|---|---|---|---|---|---|
| MERIWETHER WILSON AND COMPANY, PLLC | 42-0731256 | — | ACCOUNTANT/AUDITOR | $16K | — |
