Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › EquipmentShare.com
EquipmentShare.com 401(k)
- EQPT Nasdaq
- Real estate and rental and leasing
- Columbia, MO
- EIN 47-2405753
- 1 plan with Schedule H financials
- Plan year 2024
- EquipmentShare.com Inc
- filed as Equipmentshare.com, Inc.
Administrative expenses excluding investment management, per participant · Equipmentshare's Retirement Savings Plan · plan year 2024
$64.06
Higher than 31% of the 8,758 plans $50 to 250M that report it.
Source
= $171,169 / 2,672
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008110248NAL0002942659001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008110248NAL0002942659001, received 2025-10-08
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-08.
Cost and contributions
Administrative expenses per participant
$81.64
Higher than 28% of the 9,042 plans $50 to 250M that report it.
Source
= $218,134 / 2,672
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008110248NAL0002942659001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008110248NAL0002942659001, received 2025-10-08
Administrative expenses as a share of assets
0.272%
Higher than 84% of the 9,049 plans $50 to 250M that report it.
Source
= $218,134 / $80,268,364
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008110248NAL0002942659001, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008110248NAL0002942659001, received 2025-10-08
Employer contributions per participant
$1,980
Higher than 32% of the 9,105 plans $50 to 250M that report it.
Source
= $5,291,453 / 2,672
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008110248NAL0002942659001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008110248NAL0002942659001, received 2025-10-08
Employer share of total contributions
17.8%
Higher than 13% of the 9,112 plans $50 to 250M that report it.
Source
= $5,291,453 / $29,761,056
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008110248NAL0002942659001, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008110248NAL0002942659001, received 2025-10-08
Plan terms, as stated in EquipmentShare.com Inc's SEC filings
Plan terms are described in EquipmentShare.com Inc's SEC filings: Form 10-K filed 2026-03-19. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008110248NAL0002942659001, received 2025-10-08
Full record, Equipmentshare's Retirement Savings Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | EQUIPMENTSHARE.COM, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Plan name | EQUIPMENTSHARE'S RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Sponsor EIN / plan number | 47-2405753 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Sponsor location | COLUMBIA, MO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Industry (business code) | 532400, Real estate and rental and leasing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Filing received | 2025-10-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Participants, beginning of year | 4,649 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Active participants | 5,272 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Participants, end of year | 5,497 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Participants with an account balance | 2,672 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Total assets, beginning of year | $51,215,382 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Total assets, end of year | $80,268,364 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Net assets, end of year | $80,268,364 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Total income | $38,231,083 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Net income | $29,052,982 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Employer contributions | $5,291,453 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Participant contributions | $16,622,824 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Other contributions (incl. rollovers) | $7,846,779 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Total contributions | $29,761,056 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Benefit payments | $8,959,967 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Total expenses (incl. benefit payments) | $9,178,101 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Total administrative expenses | $218,134 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Contract administrator fees | $171,169 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Investment advisory and management fees | $46,965 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Administrative expenses excluding investment management | $171,169 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Held in common/collective trusts | $66,256,820 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Held in mutual funds | $10,773,779 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251008110248NAL0002942659001, received 2025-10-08 |
| Independent auditor | WILLIAMS-KEEPERS LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008110248NAL0002942659001, received 2025-10-08 |
Position = column in the DOL layout for form year 2024. Filing 20251008110248NAL0002942659001, received 2025-10-08.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $171,169 | yes |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISORY | 27 Investment advisory (plan); 50 Direct payment from the plan | $46,965 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251008110248NAL0002942659001, received 2025-10-08.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $51,215,382 | $80,268,364 | 56.7% |
| Participants with a balance | 1,959 | 2,672 | 36.4% |
| Administrative expenses | $145,940 | $218,134 | 49.5% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $3,873,049 | $5,291,453 | 36.6% |
Prior filing 20241014110549NAL0045729968001, received 2024-10-14; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: EQUIPMENTSHARE.COM, INC.; SEC registrant: EquipmentShare.com Inc (CIK 1693736, matched by EIN; display name from the Form 10-K cover).