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Original filing (PDF)20251015073738NAL0008197074001
SUNBELT RENTALS, INC.
Form 5500
FILING_RECEIVED
SUNBELT RENTALS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
18,710
Accounts w/ balance
19,353
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
15 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Knocking points off
- 13 bps in Schedule C fees — 168% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNBELT RENTALS, INC..
Plan sponsor
Name
SUNBELT RENTALS, INC.
EIN
58-0415192
Address
1799 INNOVATION PT · FORT MILL, SC · 29715
Phone
(803) 578-5812
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
2025-10-15
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)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GREERWALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $1.6M | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREERWALKERLLP LLP | 56-1434747 | — | ACCOUNTANT | $8K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
15 direct securities · 15 pooled funds· $1.2B(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
$798.6M
8 holdings
Uncategorized
$372.1M
15 holdings
Pooled Separate Account
$65.4M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2040 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $250.9M | 21.1% | |
| PRIN LIFETIME HYB 2030 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $206.5M | 17.3% | |
| PRIN LIFETIME HYB 2050 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $198.0M | 16.6% | |
| Fidelity 500 Index Fund | — | — | $0 | $92.6M | 7.8% | |
| PRIN LIFETIME HYB 2060 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $91.6M | 7.7% | |
| Fidelity Large Cap Growth Index Fund | — | — | $0 | $53.2M | 4.5% | |
| Lincoln Stable Value Separate Account Z694X | — | — | $0 | $44.5M | 3.7% | |
| PRIN LIFETIME HYB 2020 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $40.3M | 3.4% | |
| Participant Loans | — | — | $0 | $36.5M | 3.1% | |
| Fidelity Mid Cap Index Fund | — | — | $0 | $24.4M | 2.1% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $22.2M | 1.9% | |
| Principal MidCap Separate Account - Z | — | — | $0 | $22.2M | 1.9% | |
| Fidelity Small Cap Index Fund | — | — | $0 | $19.2M | 1.6% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $0 | $18.5M | 1.6% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $18.0M | 1.5% | |
| Principal Diversified International Separate Account - Z | — | — | $0 | $18.0M | 1.5% | |
| MFS Value R6 Fund | — | — | $0 | $18.0M | 1.5% | |
| Fidelity Advisor Small Cap Value I Fund | — | — | $0 | $11.8M | 1.0% | |
| Fidelity US Bond Index Fund | — | — | $0 | $10.9M | 0.9% | |
| Fidelity International Index Fund | — | — | $0 | $8.8M | 0.7% | |
| JP Morgan Emerging Markets Equity R6 Fund | — | — | $0 | $7.5M | 0.6% | |
| PRIN LIFETIME HYB 2070 CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $6.8M | 0.6% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | $0 | $6.3M | 0.5% | |
| Principal Life Time Hybrid Income CIT - Q | — | — | $0 | $4.4M | 0.4% | |
| PRIN LIFETIME HYB INC CIT Q PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $4.4M | 0.4% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $0 | $331K | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $55K | <0.1% | |
| Principal Stock Separate Account - R6 | — | — | $0 | $55K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |