Original filing (PDF)20251010231811NAL0008227345001

ELLIOTT EQUIPMENT COMPANY

Name: ELLIOTT EQUIPMENT COMPANY — ELLIOTT EQUIPMENT COMPANY SAVINGS AND RETIREMENT PLAN, Form 5500 (2024)
Creator: ELLIOTT EQUIPMENT COMPANY

Form 5500

FILING_RECEIVED

ELLIOTT EQUIPMENT COMPANY SAVINGS AND RETIREMENT PLAN

401(k) retirement plan

Signals · 2

100% in single holdingCorrective distributions issued

Active participants

204

Accounts w/ balance

225

Plan assets (EOY)

$12.7M

Net assets (EOY)

$12.7M

How this plan invests

This plan

14 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELLIOTT EQUIPMENT COMPANY.

Plan sponsor

Name

ELLIOTT EQUIPMENT COMPANY

EIN

47-0741258

Address

3514 S. 25TH STREET · OMAHA, NE · 68105

Phone

(402) 592-4500

Industry

Manufacturingsee 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

2025-10-11

Pension benefit codes

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)

3F · Sponsor used leased employees

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$31K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI ADVISORS INC	06-1397347	—	ADVISOR	$27K	—

Investments

14 pooled funds· $10.7M(84% 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.

			% of plan
PIMCO RP BL 2035 SEL SEI TRUST COMPANY · EIN 27-0834899 / PN 035	Common Collective Trust	$2.7M	21.2%
PIMCO RP BL 2045 SEL SEI TRUST COMPANY · EIN 27-0834899 / PN 035	Common Collective Trust	$1.7M	13.1%
PIMCO RP BL 2055 SEL SEI TRUST COMPANY · EIN 27-0834899 / PN 035	Common Collective Trust	$1.6M	12.5%
BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001	Common Collective Trust	$1.5M	12.0%
PIMCO RP BL 2025 SEL SEI TRUST COMPANY · EIN 27-0834899 / PN 035	Common Collective Trust	$1.2M	9.6%
PIMCO RP BL 2050 SEL SEI TRUST COMPANY · EIN 27-0834899 / PN 035	Common Collective Trust	$766K	6.0%
PIMCO RP BL 2040 SEL SEI TRUST COMPANY · EIN 27-0834899 / PN 035	Common Collective Trust	$426K	3.3%
BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007	Common Collective Trust	$230K	1.8%
PIMCO RP BL 2060 SEL SEI TRUST COMPANY · EIN 27-0834899 / PN 035	Common Collective Trust	$140K	1.1%
LD ABBETT CORE BOND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325	Common Collective Trust	$116K	0.9%
PIMCO RP BL 2030 SEL SEI TRUST COMPANY · EIN 27-0834899 / PN 035	Common Collective Trust	$99K	0.8%
PIMCO RP BL 2065 SEL SEI TRUST COMPANY · EIN 27-0834899 / PN 035	Common Collective Trust	$92K	0.7%
PIMCO RP BL INC SEL SEI TRUST COMPANY · EIN 27-0834899 / PN 035	Common Collective Trust	$49K	0.4%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	$45K	0.4%