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Original filing (PDF)20251014084408NAL0001132115001
GREGORY POOLE EQUIPMENT COMPANY
Form 5500
FILING_RECEIVED
GREGORY POOLE EQUIPMENT COMPANY RETIREMENT SAVINGS AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
1,483
Accounts w/ balance
1,763
Plan assets (EOY)
$167.4M
Net assets (EOY)
$167.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: ONEAMERICA STABLE VALUE FUND (extraction pending)]" is 100% of plan.
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREGORY POOLE EQUIPMENT COMPANY.
Plan sponsor
Name
GREGORY POOLE EQUIPMENT COMPANY
EIN
56-0487311
Address
4807 BERYL ROAD · RALEIGH, NC · 27606
Phone
(919) 890-4246
Industry
Wholesale Tradesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
Audit & trust (Schedule H)
Auditor
ROMEO, WIGGINS & COMPANY, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIRMENT SERVICES | 46-5378846 | — | RECORDKEEPER | $186K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | INVESTMENT MANAGER/ADVIS | $25K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROMEO WIGGINS & COMPANY LLP | 56-1627242 | — | AUDITOR | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSCS FS DIV OF BROADRIDGE BPO, LLP | 33-1151291 | — | NONE | $0 | — |
Investments
1 pooled fund· $7.7M(5% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 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% |