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Original filing (PDF)20251008144422NAL0005709041001
TRULAND EQUIPMENT, LLC
Form 5500
FILING_RECEIVED
TRULAND EQUIPMENT, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
460
Accounts w/ balance
548
Plan assets (EOY)
$44.7M
Net assets (EOY)
$44.7M
How this plan invests
This plan
34 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
- 45 bps in Schedule C fees — 57% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRULAND EQUIPMENT, LLC.
Plan sponsor
Name
TRULAND EQUIPMENT, LLC
EIN
93-2065470
Address
10305 LIBERTY UNION ROAD · VAN WERT, OH · 45891
Phone
(419) 238-1299
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
REA & ASSOCIATES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $70K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $133K | — |
Investments
34 direct securities· $44.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement Class R6 Mutual Fund | — | — | — | $7.8M | 17.4% | |
| American Funds 2020 Target Date Retirement Class R6 Mutual Fund | — | — | — | $5.4M | 12.2% | |
| American Funds 2035 Target Date Retirement Class R6 Mutual Fund | — | — | — | $5.3M | 12.0% | |
| American Funds 2045 Target Date Retirement Class R6 Mutual Fund | — | — | — | $4.9M | 11.0% | |
| American Funds 2025 Target Date Retirement Class R6 Mutual Fund | — | — | — | $4.7M | 10.4% | |
| American Funds 2030 Target Date Retirement Class R6 Mutual Fund | — | — | — | $4.4M | 9.9% | |
| American Funds 2050 Target Date Retirement Class R6 Mutual Fund | — | — | — | $3.6M | 8.0% | |
| American Funds 2060 Target Date Retirement Class R6 Mutual Fund | — | — | — | $2.7M | 6.1% | |
| American Funds 2055 Target Date Retirement Class R6 Mutual Fund | — | — | — | $2.3M | 5.1% | |
| American Funds 2065 Target Date Retirement Class R6 Mutual Fund | — | — | — | $737K | 1.6% | |
| Vanguard 500 Index Admiral Class Mutual Fund | — | — | — | $664K | 1.5% | |
| Invesco Oppenheimer International Growth Class R6 Mutual Fund ** 237 * Notes receivable from participants Bearing interest at 4.5%-9.5% - | — | — | — | $365K | 0.8% | |
| Mfs Growth Class R6 Mutual Fund | — | — | — | $330K | 0.7% | |
| American Funds 2010 Target Date Retirement Class R6 Mutual Fund | — | — | — | $284K | 0.6% | |
| American Funds 2015 Target Date Retirement Class R6 Mutual Fund | — | — | — | $145K | 0.3% | |
| Mfs Mid Cap Growth Class R6 Mutual Fund | — | — | — | $137K | 0.3% | |
| Vanguard Dividend Growth Investor Shares Mutual Fund | — | — | — | $111K | 0.2% | |
| American Funds American Balanced Class R6 Mutual Fund | — | — | — | $110K | 0.2% | |
| Vanguard Selected Value Investor Shares Mutual Fund | — | — | — | $100K | 0.2% | |
| American Funds 2070 Target Date Retirement Class R6 Mutual Fund | — | — | — | $100K | 0.2% | |
| Invesco Diversified Dividend Class R6 Mutual Fund | — | — | — | $91K | 0.2% | |
| Pimco Income Institutional Class Mutual Fund | — | — | — | $86K | 0.2% | |
| Federated Government Ultrashort Duration Class R6 Mutual Fund | — | — | — | $66K | 0.1% | |
| American Funds New World Class R6 Mutual Fund | — | — | — | $65K | 0.1% | |
| American Funds Capital World Growth And Income Class R6 Mutual Fund | — | — | — | $56K | 0.1% | |
| Vanguard Inflation Protected Securities Admiral Shares Mutual Fund | — | — | — | $28K | <0.1% | |
| Dfa Us Small Cap Value Institutional Class Mutual Fund | — | — | — | $26K | <0.1% | |
| Pgim Jennison Small Company Class R6 Mutual Fund | — | — | — | $24K | <0.1% | |
| American Funds International Growth And Income Class R6 Mutual Fund | — | — | — | $21K | <0.1% | |
| Vanguard Real Estate Index Admiral Shares Mutual Fund | — | — | — | $16K | <0.1% | |
| Lincoln Stable Value Account -Lngpa Guaranteed investment contract | — | — | — | $10K | <0.1% | |
| Baird Aggregate Bond Class Institutional Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard International Value Investor Shares Mutual Fund | — | — | — | $4K | <0.1% | |
| Pimco International Bond Us Dollar Hedged Institutional Class Mutual Fund | — | — | — | $2K | <0.1% |
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