Allison Moore signed Equipmentshare.COM, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Equipmentshare.COM, Inc.'s EIN is 47-2405753.
Download the official 2024 Form 5500 (PDF) for Equipmentshare.COM, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Equipmentshare.COM, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $171K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $47K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $11.4M | 14.2% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $10.5M | 13.1% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $10.1M | 12.5% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $9.1M | 11.4% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $7.2M | 8.9% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.0M | 7.5% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $5.8M | 7.3% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $3.8M | 4.7% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $3.0M | 3.8% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.9M | 3.7% | |
| Participant Loans * Participant loans Interest rates of 4.25% - 9.50% | Bonds / Notes | — | — | $2.2M | 2.7% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.7M | 2.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $776K | 1.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $619K | 0.8% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $600K | 0.7% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $459K | 0.6% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $449K | 0.6% | |
| Principal Mid Cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | — | $396K | 0.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $396K | 0.5% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $386K | 0.5% | |
| John Hancock Bond Fund | Other securities | — | — | $364K | 0.5% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $317K | 0.4% | |
| American Funds Capital World Growth and Income Fund | Mutual Funds | — | — | $286K | 0.4% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $274K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $262K | 0.3% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $242K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $188K | 0.2% | |
| American Century Emerging Markets Fund | Other securities | — | — | $180K | 0.2% | |
| Registered investment companies Allspring Special Mid Cap Value Fund | Other securities | — | — | $179K | 0.2% | |
| Lord Abbett Bond Debenture Fund | U.S. Treasuries | — | — | $174K | 0.2% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $147K | 0.2% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $98K | 0.1% | |
| (E) | Other securities | — | — | $98K | 0.1% | |
| s * Principal International Small Cap Separate Account | Pooled Separate Accounts | — | — | $70K | <0.1% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $70K | <0.1% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $61K | <0.1% | |
| (E) | Other securities | — | — | $61K | <0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $39K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $30K | <0.1% | |
| (E) | Other securities | — | — | $30K | <0.1% |
