Original filing (PDF)20241011131109NAL0010947891001

NATIONAL EQUIPMENT DEALERS, LLC.

Name: NATIONAL EQUIPMENT DEALERS, LLC. — NATIONAL EQUIPMENT DEALERS 401(K) PLAN, Form 5500 (2023)
Creator: NATIONAL EQUIPMENT DEALERS, LLC.

Form 5500

FILING_RECEIVED

NATIONAL EQUIPMENT DEALERS 401(K) PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONAL EQUIPMENT DEALERS, LLC..

Plan sponsor

Name

NATIONAL EQUIPMENT DEALERS, LLC.

EIN

80-0934053

Address

P.O. BOX 691528 · HOUSTON, TX · 772691528

Phone

(281) 807-9777

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-11

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)

Service providers (Schedule C)

1 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BOKF, NA	—	TULSA, OK	TRUSTEE	$6K	—

Investments

1 pooled fund· $0

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.