Tracey Haeseker signed Gregory Poole Equipment Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gregory Poole Equipment Company's EIN is 56-0487311.
Download the official 2024 Form 5500 (PDF) for Gregory Poole Equipment Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gregory Poole Equipment Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIRMENT SERVICES | 46-5378846 | — | RECORDKEEPER | $186K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $165.2M | 98.6% | |
| ONEAMERICA STABLE VALUE FUND CL Z MIDWEST INSTITUTIONAL TRUST CO., TRUSTEE ONEAMERICA STABLE VALUE FUND · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $7.7M | 4.6% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | INVESTMENT MANAGER/ADVIS | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROMEO WIGGINS & COMPANY LLP | 56-1627242 | — | AUDITOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSCS FS DIV OF BROADRIDGE BPO, LLP | 33-1151291 | — | NONE | $0 | — |
