Original filing (PDF)20260629152327NAL0010578931001

CATE Equipment Company

Name: CATE Equipment Company — CATE Equipment Company, Form 5500 (2025)
Creator: CATE Equipment Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CATE Equipment Company 401(k) Plan

401(k) retirement plan · CATE Equipment Company's CATE Equipment Company 401(k) Plan covered 47 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

3 collective trusts

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

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CATE EQUIPMENT COMPANY.

Plan sponsor

Name

CATE EQUIPMENT COMPANY

EIN

87-0202960all filings

Address

2055 S PIONEER ROAD · SALT LAKE CITY, UT · 84104

Phone

(801) 973-2900

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-29

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 pooled funds· $537K

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.

			% of plan
MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001	Common Collective Trust	$270K	50.4%
CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 87-2323648 / PN 017	Common Collective Trust	$266K	49.6%
CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060	Common Collective Trust	$0	<0.1%

1–3 of 3

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