Emily DILL signed H&E Equipment Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H&E Equipment Services, Inc.'s EIN is 81-0553291.
Download the official 2024 Form 5500 (PDF) for H&E Equipment Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H&E Equipment Services, Inc.'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $489K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MBG RETIREMENT INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund 962,886 Shares | Mutual Funds | — | $963K | $23.1M | 12.9% | |
| Vanguard Target Retirement 2040 Fund 473,678 Shares | Mutual Funds | — | $474K | $20.5M | 11.4% | |
| Vanguard Target Retirement 2030 Fund 478,998 Shares | Mutual Funds | — | $479K | $18.1M | 10.1% | |
| Vanguard Target Retirement 2045 Fund 569,201 Shares | Mutual Funds | — | $569K | $16.9M | 9.4% | |
| Voya Fixed Account Guaranteed Investment Contract | Stable Value | — | — | $13.2M | 7.4% | |
| Vanguard Target Retirement 2025 Fund 644,396 Shares | Mutual Funds | — | $644K | $12.0M | 6.7% | |
| Vanguard Target Retirement 2050 Fund 232,577 Shares | Mutual Funds | — | $233K | $11.6M | 6.5% | |
| Fidelity 500 Index Fund 45,707 Shares | Common Collective Trusts | — | $46K | $9.3M | 5.2% | |
| Vanguard Target Retirement 2020 Fund 318,491 Shares | Mutual Funds | — | $318K | $8.4M | 4.7% | |
| Vanguard Target Retirement 2055 Fund 147,824 Shares | Mutual Funds | — | $148K | $8.2M | 4.6% | |
| Vanguard Target Retirement 2060 Fund 109,222 Shares | Mutual Funds | — | $109K | $5.6M | 3.1% | |
| Vanguard U.S. Growth Fund Adm 28,497 Shares | Mutual Funds | — | $28K | $5.3M | 2.9% | |
| Participant Loans 10.00%; various maturities -0- | Bonds / Notes | — | — | $3.6M | 2.0% | |
| Vanguard Target Retirement 2065 Fund 100,796 Shares | Mutual Funds | — | $101K | $3.4M | 1.9% | |
| Vanguard Small-Cap Index Fund Adm 19,821 Shares | Common Collective Trusts | — | $20K | $2.3M | 1.3% | |
| American Funds American Balanced R6 63,043 Shares | Mutual Funds | — | $63K | $2.2M | 1.2% | |
| Vanguard Total Bond Market Index Fund Adm 226,361 Shares | Common Collective Trusts | — | $226K | $2.1M | 1.2% | |
| Vanguard Equity Income Fund Adm 23,882 Shares | Mutual Funds | — | $24K | $2.1M | 1.2% | |
| Vanguard Mid-Cap Index Fund Adm 5,706 Shares | Common Collective Trusts | — | $6K | $1.9M | 1.0% | |
| Fidelity International Index Fund 33,543 Shares | Common Collective Trusts | — | $34K | $1.6M | 0.9% | |
| American Funds EuroPacific Growth R6 27,461 Shares | Mutual Funds | — | $27K | $1.5M | 0.8% | |
| Janus Henderson Enterprise Fund N 8,957 Shares | Mutual Funds | — | $9K | $1.3M | 0.7% | |
| MFS Mid Cap Value Fund R6 30,088 Shares | Mutual Funds | — | $30K | $957K | 0.5% | |
| Dodge & Cox Global Bond Fund X 83,518 Shares | Mutual Funds | — | $84K | $878K | 0.5% | |
| Fidelity Total Bond K6 Fund 86,692 Shares | Mutual Funds | — | $87K | $754K | 0.4% | |
| Vanguard Target Retirement Income Fund 55,077 Shares | Mutual Funds | — | $55K | $722K | 0.4% | |
| American Funds New World Fund R6 8,058 Shares | Mutual Funds | — | $8K | $620K | 0.3% | |
| Voya Government Money Market Fund A 569,556 Shares | Cash / Money Market | — | $570K | $570K | 0.3% | |
| DFA U.S. Small Cap VI Portfolio Ins 7,624 Shares | Mutual Funds | — | $8K | $370K | 0.2% | |
| Vanguard Target Retirement 2070 Fund 8,230 Shares | Mutual Funds | — | $8K | $220K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 76-0392127 |
| — |
| SERVICE PROVIDER |
| $20K |
| — |
