Equipment Depot Defined Contribution Plan
Sponsored by Equipment Depot, Inc. · EIN 113768341 · Plan #001
- Total assets
- $155M
- Net assets
- $155M
- Active participants
- 1,699
- With balances
- 2,060
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $253,188 |
| Mercer | Investment advisory (plan), Direct payment from the plan | $42,492 |
| Mcconnell & Jones Llp | Accounting, Investment advisory (plan), Direct payment from the plan | $25,330 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |