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Original filing (PDF)20250930092459NAL0014648240001
DICHELLO DISTRIBUTORS, INC.
Form 5500
FILING_RECEIVED
DICHELLO DISTRIBUTORS INC 401K PS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
111
Accounts w/ balance
128
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DICHELLO DISTRIBUTORS, INC..
Plan sponsor
Name
DICHELLO DISTRIBUTORS, INC.
EIN
06-0759339
Address
55 MARSH HILL ROAD · P.O. BOX 562 · ORANGE, CT · 06477
Phone
(203) 891-2100
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | NONE | $25K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $15K | — |
Investments
30 direct securities · 1 pooled fund· $16.7M(100% of reported assets)
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.
Uncategorized
$13.8M
30 holdings
Common Collective Trust
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fidelity 0 | — | — | — | $3.9M | 23.5% | |
| METLIFE GAC-25053 CLASS 15 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.9M | 17.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.7M | 10.2% | |
| Vanguard 500 Index Inv Vanguard 0 | — | — | — | $1.6M | 9.8% | |
| American Funds American Balanced R5 American Funds 0 | — | — | — | $958K | 5.7% | |
| Vanguard Mid-Cap Index Inv Vanguard 0 | — | — | — | $837K | 5.0% | |
| Vanguard Small-Cap Index Inv Vanguard 0 | — | — | — | $750K | 4.5% | |
| Schwab Fundamental U.S. Large Comp Index Schwab 0 | — | — | — | $743K | 4.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $611K | 3.7% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $576K | 3.4% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $345K | 2.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $229K | 1.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $219K | 1.3% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $217K | 1.3% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $210K | 1.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $146K | 0.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $124K | 0.7% | |
| Vanguard Total Intl Stock Index Inv Vanguard 0 | — | — | — | $115K | 0.7% | |
| MFS New Discovery R6 MFS 0 | — | — | — | $80K | 0.5% | |
| Allspring Special Small Cap Value Adm Allspring 0 | — | — | — | $78K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $60K | 0.4% | |
| Fidelity Advisor Total Bond Z Fidelity 0 | — | — | — | $48K | 0.3% | |
| American Eupac R5 American 0 | — | — | — | $46K | 0.3% | |
| GQG Partners Emerging Mkts Eq Instl GQG 0 | — | — | — | $45K | 0.3% | |
| Dodge & Cox Global Bond Fund I Dodge & Cox 0 | — | — | — | $45K | 0.3% | |
| First Eagle Global I First Eagle 0 | — | — | — | $42K | 0.2% | |
| BlackRock High Yield Portfolio Instl BlackRock 0 | — | — | — | $21K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $17K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $14K | <0.1% | |
| T. Rowe Price Global Real Estate Inv T. Rowe Price 0 | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1K | <0.1% |
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