ZOE Poteet signed Textainer Equipment Management U.S. Limited's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Textainer Equipment Management U.S. Limited's EIN is 94-3060366.
Download the official 2024 Form 5500 (PDF) for Textainer Equipment Management U.S. Limited from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Textainer Equipment Management U.S. Limited'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $70K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| I Mutual Funds Fidelity 500 Index Fund Mutual Fund N/R | Common Collective Trusts | — | — | $8.7M | 25.2% | |
| COLUMBIA TRUST STABLE HI QUALITY IN AMERIPRISE TRUST COMPANY · EIN 87-2295015 / PN 036 | Common Collective Trust | — | — | $6.9M | 20.0% | |
| Fidelity Mid Cap Index Mutual Fund N/R | Mutual Funds | — | — | $2.8M | 8.2% | |
| FIDELITY INTRNTNL INDX INSTL MUTUAL FUNDS | Mutual Funds | — | $2.6M | $2.8M | 8.0% | |
| American New Perspective Fund Mutual Fund N/R | Other securities | — | — | $1.6M | 4.5% | |
| Fidelity Small Cap Index Fund Mutual Fund N/R | Common Collective Trusts | — | — | $1.4M | 4.1% | |
| Blackrock Inflation Protected Mutual Fund N/R | Other securities | — | $1.5M | $1.3M | 3.9% | |
| Investor Fund American Washington Fund Mutual Fund N/R | Other securities | — | — | $978K | 2.8% | |
| Blackrock High Yield Bond Fund Mutual Fund N/R | Other securities | — | — | $966K | 2.8% | |
| Vanguard Selected Value Fund Mutual Fund N/R | Mutual Funds | — | — | $903K | 2.6% | |
| T. Rowe Price Real Estate Fund Mutual Fund N/R | Other securities | — | — | $798K | 2.3% | |
| American Amcap Fund Class R6 Mutual Fund N/R | Other securities | — | — | $669K | 1.9% | |
| Fund American EuroPacific Growth R5 Mutual Fund N/R | Other securities | — | — | $521K | 1.5% | |
| Fund American Balanced Fund Class R6 Mutual Fund N/R | Other securities | — | — | $397K | 1.1% | |
| Fund BlackRock Strategic Global Bond Mutual Fund N/R | Other securities | — | — | $222K | 0.6% | |
| Fund, Inc. Institutional Shares Janus Henderson Enterprise Fund Mutual Fund N/R | Mutual Funds | — | — | $163K | 0.5% | |
| Class I Invesco Developing Markets Fund Mutual Fund N/R | Mutual Funds | — | — | $153K | 0.4% | |
| Participant Loans * Participant Loans Interest rates ranging from 4.25% to $0 | Bonds / Notes | — | $147K | $147K | 0.4% | |
| Y Victory Trivalent International Small Mutual Fund N/R | Other securities | — | — | $139K | 0.4% | |
| I Fund American Capital Income Fund Mutual Fund N/R | Other securities | — | $110K | $117K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
