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Original filing (PDF)20250804102214NAL0001226256001
SUBARU DISTRIBUTORS CORP
Form 5500
FILING_RECEIVED
SUBARU DISTRIBUTORS CORP. RETIREMENT PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
458
Accounts w/ balance
569
Plan assets (EOY)
$93.7M
Net assets (EOY)
$93.7M
How this plan invests
This plan
11 pooled trusts
Schedule D
27 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.
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUBARU DISTRIBUTORS CORP.
Plan sponsor
Name
SUBARU DISTRIBUTORS CORP
EIN
13-2801921
Address
6 RAMLAND ROAD · ORANGEBURG, NY · 10962
Phone
(845) 359-2500
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
2025-08-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
Investments
23 direct securities · 11 pooled funds· $149.7M(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
$72.3M
22 holdings
Common Collective Trust
$70.5M
11 holdings
Mutual Funds
$7.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN/T.ROWE I LGC GR CIT N SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $14.6M | 15.5% | |
| COLLECTIVE TRUST FUNDS SHARES / UNITS * Principal T. Rowe Price Inst Large Cap Managed CIT N | — | — | $208K | $13.9M | 14.8% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $13.9M | 14.8% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $10.8M | 11.5% | |
| Principal Blackrock S&P Mid Cap Index CIT N | — | — | $108K | $9.2M | 9.8% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | $127K | $8.1M | 8.6% | |
| Principal Blackrock S&P 500 Index CIT N | — | — | $30K | $8.1M | 8.6% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $7.6M | 8.1% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $7.1M | 7.6% | |
| S American Funds Balanced R6 Fund | Mutual Funds | — | $203K | $7.0M | 7.4% | |
| Principal Blackrock Russell 2000 Index CIT N | — | — | $112K | $6.5M | 7.0% | |
| Principal MFS Value CIT N | — | — | $199K | $6.3M | 6.7% | |
| Principal Blackrock S&P 500 Index CIT TR | — | — | $168K | $5.8M | 6.2% | |
| Dodge & Cox International Stock I Fund | — | — | $79K | $3.9M | 4.2% | |
| Principal Blackrock International Equity Index CIT TR | — | — | $210K | $3.3M | 3.5% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $3.3M | 3.5% | |
| Fidelity Adv Total Bond Z FD | — | — | $321K | $3.0M | 3.2% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | $216K | $2.4M | 2.6% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | $147K | $2.2M | 2.4% | |
| 9.50% with maturities through 2034 | — | — | — | $2.0M | 2.1% | |
| Principal Blackrock S&P Mid Cap Index CIT TR | — | — | $61K | $1.6M | 1.7% | |
| Vanguard Inflation-Protected Securities Adm Fund | — | — | $54K | $1.2M | 1.3% | |
| Acadian Emerging Markets I | — | — | $79K | $1.2M | 1.3% | |
| Northern Global Real Estate Index | — | — | $88K | $1.2M | 1.2% | |
| Principal Blackrock Russell 2000 Index CIT TR | — | — | $49K | $1.1M | 1.2% | |
| PIMCO Real Return Inst | — | — | $63K | $1.1M | 1.2% | |
| American Funds Europacific Growth | — | — | $83K | $1.1M | 1.1% | |
| Principal MFS Value CIT TR | — | — | $23K | $823K | 0.9% | |
| Principal T. Rowe Price Inst LCG Managed CIT TR | — | — | $10K | $688K | 0.7% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $13K | $441K | 0.5% | |
| PIMCO High Yield Fund TR | — | — | $10K | $323K | 0.3% | |
| (E) | — | — | — | $2K | <0.1% | |
| T. Rowe Price International Bond Fund TR 173 | — | — | — | $2K | <0.1% | |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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