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Original filing (PDF)20250818103424NAL0000581731001
REPUBLIC NATIONAL DISTRIBUTING COMPANY
Form 5500
FILING_RECEIVED
REPUBLIC NATIONAL 401(K) PLAN
401(k) retirement plan
Signals · 3
34% in single holdingNo recordkeeper disclosed6 service providers
Active participants
11,405
Accounts w/ balance
14,281
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
15 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "lJLGMX" is 34% of plan.
- 9 bps in Schedule C fees — 87% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REPUBLIC NATIONAL DISTRIBUTING COMPANY.
Plan sponsor
Name
REPUBLIC NATIONAL DISTRIBUTING COMPANY
EIN
20-5543506
Address
ONE NATIONAL DRIVE · ATLANTA, GA · 30336
Phone
(404) 696-9400
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-18
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)
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $927K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $321K | — |
| LCG ASSOCIATES INC | — | ATLANTA, GA | NONE | $91K | — |
| WINDHAM BRANNON LLC | — | ATLANTA, GA | NONE | $32K | — |
| HAGEN, KURTH, PERMAN & CO, PS | — | SEATTLE, WA | NONE | $24K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $3K | — |
Investments
9 direct securities · 15 pooled funds· $1.2B(83% 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.
Common Collective Trust
$853.2M
15 holdings
Uncategorized
$389.4M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| lJLGMX | — | — | $83.9M | $132.4M | 8.9% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $123.5M | 8.3% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $122.1M | 8.2% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $121.6M | 8.1% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $100.4M | 6.7% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $95.8M | 6.4% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $78.5M | 5.3% | |
| THE VANGUARD RETIREMENT SAVINGS TRS VANGUARD · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $78.2M | 5.2% | |
| IINSIDX | — | — | — | $59.3M | 4.0% | |
| lVTWIX | — | — | $48.5M | $56.2M | 3.8% | |
| lVEIRX | — | — | $42.1M | $47.1M | 3.2% | |
| lVSCIX | — | — | $39.8M | $44.1M | 2.9% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $42.1M | 2.8% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $33.5M | 2.2% | |
| PARTICIPANT LOANS VARIOUS | — | — | $29.2M | $29.2M | 2.0% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $20.9M | 1.4% | |
| lVMCIX | — | — | $15.8M | $18.9M | 1.3% | |
| SMALL CAP SUSTAINABLE GROWTH KAYNE ANDERSON RUDNICK · EIN 82-1071429 / PN 006 | Common Collective Trust | — | — | $16.3M | 1.1% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD · EIN 82-6190044 / PN 001 | Common Collective Trust | — | — | $10.8M | 0.7% | |
| THE VANGUARD TAREGET RETIRE INC TRU VANGUARD · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $8.6M | 0.6% | |
| FORFEITURES (1VGRST3) | — | — | $1.9M | $1.9M | 0.1% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD · EIN 82-6190045 / PN 001 | Common Collective Trust | — | — | $736K | <0.1% | |
| IVGTR35 | — | — | $84.8M | $421K | <0.1% | |
| FIDELITY MANAGED INCOME PORTFOLIO F FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |