How big is Truland Equipment, LLC's plan?

Truland Equipment, LLC's plan reported $44.7M in assets and 460 participants for 2024.

Original filing (PDF)20251008144422NAL0005709041001

Truland Equipment, LLC

Name: Truland Equipment, LLC — Truland Equipment, LLC, Form 5500 (2024)
Creator: Truland Equipment, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Truland Equipment, LLC 401(k) Plan

401(k) retirement plan · Truland Equipment, LLC's Truland Equipment, LLC 401(k) Plan held $44.7M in plan assets for 460 participants in 2024, with Lincoln Financial as recordkeeper.

Active participants

460

Accounts w/ balance

548

Plan assets (EOY)

$44.7M

Net assets (EOY)

$44.7M

People on this filing

Bruce Kennedy signed Truland Equipment, LLC's 2024 Form 5500 as plan administrator.

Bruce Kennedy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Truland Equipment, LLC's EIN is 93-2065470.

EIN 93-2065470

Plan number 001

Plan year 2024

ACK ID 20251008144422NAL0005709041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Truland Equipment, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Truland Equipment, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

TRULAND EQUIPMENT, LLC

EIN

all filings

Address

10305 LIBERTY UNION ROAD · VAN WERT, OH · 45891

Phone

(419) 238-1299

Industry

Wholesale Trade

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$133K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH FINANCIAL NETWORK	04-2675571	—	ADVISOR	$70K	—

Investments

34 direct securities· $44.7M(100% of reported assets)

Mutual Funds

$44.0M

29 holdings

Common Collective Trusts

$664K

1 holding

Other securities

$71K

2 holdings

Common Stocks

$24K

1 holding

Stable Value

$10K

1 holding

					% of plan
American Funds 2040 Target Date Retirement Class R6 Mutual Fund	Mutual Funds	—	—	$7.8M	17.4%
American Funds 2020 Target Date Retirement Class R6 Mutual Fund	Mutual Funds	—	—	$5.4M	12.2%
American Funds 2035 Target Date Retirement Class R6 Mutual Fund	Mutual Funds	—	—	$5.3M	12.0%
American Funds 2045 Target Date Retirement Class R6 Mutual Fund	Mutual Funds	—	—	$4.9M	11.0%
American Funds 2025 Target Date Retirement Class R6 Mutual Fund	Mutual Funds	—	—	$4.7M	10.4%
American Funds 2030 Target Date Retirement Class R6 Mutual Fund	Mutual Funds	—	—	$4.4M	9.9%
American Funds 2050 Target Date Retirement Class R6 Mutual Fund	Mutual Funds	—	—	$3.6M	8.0%
American Funds 2060 Target Date Retirement Class R6 Mutual Fund	Mutual Funds	—	—	$2.7M	6.1%
American Funds 2055 Target Date Retirement Class R6 Mutual Fund	Mutual Funds	—	—	$2.3M	5.1%
American Funds 2065 Target Date Retirement Class R6 Mutual Fund	Mutual Funds	—	—	$737K	1.6%
Vanguard 500 Index Admiral Class Mutual Fund	Common Collective Trusts	—	—	$664K	1.5%
Invesco Oppenheimer International Growth Class R6 Mutual Fund ** 237 * Notes receivable from participants Bearing interest at 4.5%-9.5% -	Mutual Funds	—	—	$365K	0.8%
Mfs Growth Class R6 Mutual Fund	Mutual Funds	—	—	$330K	0.7%
American Funds 2010 Target Date Retirement Class R6 Mutual Fund	Mutual Funds	—	—	$284K	0.6%
American Funds 2015 Target Date Retirement Class R6 Mutual Fund	Mutual Funds	—	—	$145K	0.3%
Mfs Mid Cap Growth Class R6 Mutual Fund	Mutual Funds	—	—	$137K	0.3%
Vanguard Dividend Growth Investor Shares Mutual Fund	Mutual Funds	—	—	$111K	0.2%
American Funds American Balanced Class R6 Mutual Fund	Mutual Funds	—	—	$110K	0.2%
Vanguard Selected Value Investor Shares Mutual Fund	Mutual Funds	—	—	$100K	0.2%
American Funds 2070 Target Date Retirement Class R6 Mutual Fund	Mutual Funds	—	—	$100K	0.2%
Invesco Diversified Dividend Class R6 Mutual Fund	Mutual Funds	—	—	$91K	0.2%
Pimco Income Institutional Class Mutual Fund	Mutual Funds	—	—	$86K	0.2%
Federated Government Ultrashort Duration Class R6 Mutual Fund	Other securities	—	—	$66K	0.1%
American Funds New World Class R6 Mutual Fund	Mutual Funds	—	—	$65K	0.1%
American Funds Capital World Growth And Income Class R6 Mutual Fund	Mutual Funds	—	—	$56K	0.1%
Vanguard Inflation Protected Securities Admiral Shares Mutual Fund	Mutual Funds	—	—	$28K	<0.1%
Dfa Us Small Cap Value Institutional Class Mutual Fund	Mutual Funds	—	—	$26K	<0.1%
Pgim Jennison Small Company Class R6 Mutual Fund	Common Stocks	—	—	$24K	<0.1%
American Funds International Growth And Income Class R6 Mutual Fund	Mutual Funds	—	—	$21K	<0.1%
Vanguard Real Estate Index Admiral Shares Mutual Fund	Mutual Funds	—	—	$16K	<0.1%
Lincoln Stable Value Account -Lngpa Guaranteed investment contract	Stable Value	—	—	$10K	<0.1%
Baird Aggregate Bond Class Institutional Mutual Fund	Other securities	—	—	$4K	<0.1%
Vanguard International Value Investor Shares Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Pimco International Bond Us Dollar Hedged Institutional Class Mutual Fund	Mutual Funds	—	—	$2K	<0.1%