Gregory Poole Equipment 401(k) match, vesting and fees
What Gregory Poole Equipment's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Oneamerica Retirment Services | Schedule C ↗ |
| Independent auditor | Romeo, Wiggins & Company, L.L.P. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 348 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Gregory Poole Equipment: employer contribution per participant | $1,675 | |
| Peer median | $2,066 |
| Gregory Poole Equipment: average balance | $94,967 | |
| Peer median | $77,876 |
| Gregory Poole Equipment: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $154M at the end of plan year 2021 to $167M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,783 | $167M | $3M | $1,675 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 1,692 | $145M | $2.9M | $1,794 | 0.16% | Not published | Form 5500 ↗ |
| 2022 | 1,550 | $125M | $2.6M | $1,707 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 1,776 | $154M | $2M | $1,319 | 0.15% | Not published | Form 5500 ↗ |
Common questions
Does Gregory Poole Equipment match 401(k) contributions?
The match terms for the Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $3M in employer contributions, about $1,675 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Gregory Poole Equipment 401(k) match vested?
The vesting schedule for the Gregory Poole Equipment Company Retirement Savings and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Gregory Poole Equipment 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirment Services. The plan administrator is Gregory Poole Equipment Company.
I left Gregory Poole Equipment. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Gregory Poole Equipment Company, (919) 890-4246) or the recordkeeper, Oneamerica Retirment Services. The Gregory Poole Equipment old 401(k) page lists the contacts from every plan filing. Find an old Gregory Poole Equipment 401(k)
Data from the public Form 5500 annual reports Gregory Poole Equipment filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Gregory Poole Equipment. Not financial advice. Report a correction · Methodology