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Original filing (PDF)20251008110248NAL0002942659001
EQUIPMENTSHARE.COM, INC.
Form 5500
FILING_RECEIVED
EQUIPMENTSHARE'S RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,272
Accounts w/ balance
2,672
Plan assets (EOY)
$80.3M
Net assets (EOY)
$80.3M
How this plan invests
This plan
17 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 27 bps in Schedule C fees — 70% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EQUIPMENTSHARE.COM, INC..
Plan sponsor
Name
EQUIPMENTSHARE.COM, INC.
EIN
47-2405753
Address
5710 BULL RUN DR. · COLUMBIA, MO · 652018139
Phone
(573) 299-5222
Industry
Real Estatesee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WILLIAMS-KEEPERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $47K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $171K | — |
Investments
23 direct securities · 17 pooled funds· $80.9M(100% 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.
Common Collective Trust
$66.3M
14 holdings
Uncategorized
$13.5M
22 holdings
Pooled Separate Account
$1.1M
3 holdings
Pooled Separate Accounts
$70K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $3.8M | 4.7% | |
| Vanguard Growth Index Fund | — | — | — | $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% | — | — | — | $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 | — | — | — | $600K | 0.7% | |
| Vanguard Developed Markets Index Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $386K | 0.5% | |
| John Hancock Bond Fund | — | — | — | $364K | 0.5% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $317K | 0.4% | |
| American Funds Capital World Growth and Income Fund | — | — | — | $286K | 0.4% | |
| Vanguard Balanced Index Fund | — | — | — | $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 | — | — | — | $242K | 0.3% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $188K | 0.2% | |
| American Century Emerging Markets Fund | — | — | — | $180K | 0.2% | |
| Registered investment companies Allspring Special Mid Cap Value Fund | — | — | — | $179K | 0.2% | |
| Lord Abbett Bond Debenture Fund | — | — | — | $174K | 0.2% | |
| American Funds American Balanced Fund | — | — | — | $147K | 0.2% | |
| American Funds EuroPacific Growth Fund | — | — | — | $98K | 0.1% | |
| (E) | — | — | — | $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 | — | — | — | $61K | <0.1% | |
| (E) | — | — | — | $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) | — | — | — | $30K | <0.1% |
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