Original filing (PDF)20251013160836NAL0003615906001

ARETT SALES CORPORATION

Name: ARETT SALES CORPORATION — ARETT SALES CORPORATION 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ARETT SALES CORPORATION

Form 5500

FILING_RECEIVED

ARETT SALES CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

117

Accounts w/ balance

157

Plan assets (EOY)

$25.0M

Net assets (EOY)

$25.0M

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARETT SALES CORPORATION.

Plan sponsor

Name

ARETT SALES CORPORATION

EIN

22-1731079

Address

9285 COMMERCE HIGHWAY · PENNSAUKEN, NJ · 08110

Phone

(856) 751-1224

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$21K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FRENDEL, BROWN & WEISSMAN LLP	13-2907212	—	NONE	$10K	—

Investments

24 direct securities· $24.9M(99% of reported assets)

Other securities

$23.1M

23 holdings

Common Collective Trusts

$1.7M

1 holding

					% of plan
Fidelity Large Cap Growth Index Fund Mutual Fund	Other securities	—	—	$5.0M	20.1%
Fidelity 500 Index Fund Mutual Fund	Other securities	—	—	$3.6M	14.4%
JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$2.0M	7.8%
MFS International Diversification Fund R6 Mutual Fund	Other securities	—	—	$1.8M	7.0%
Standard Stable Asset Fund A Common Collective Trust Fund	Common Collective Trusts	—	—	$1.7M	6.9%
Voya Small Cap Growth Fund I Class I Mutual Fund	Other securities	—	—	$1.6M	6.5%
JPMorgan Equity Income Fund Class R6 Mutual Fund	Other securities	—	—	$1.5M	6.0%
Dodge & Cox Income Fund Class X Mutual Fund	Other securities	—	—	$1.3M	5.2%
PIMCO Long Duration Total Return Fund Institutional Class Mutual Fund	Other securities	—	—	$1.1M	4.3%
MFS Mid Cap Value Fund R6 Mutual Fund	Other securities	—	—	$1.0M	4.2%
Goldman Sachs International Equity Insights Fund Institutional Class Mutual Fund	Other securities	—	—	$741K	3.0%
Vanguard Balanced Index Admiral Shares Mutual Fund	Other securities	—	—	$590K	2.4%
Cohen & Steers Institutional Realty Shares Mutual Fund	Other securities	—	—	$547K	2.2%
Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$397K	1.6%
Fidelity U.S. Bond Index Fund Mutual Fund	Other securities	—	—	$379K	1.5%
through 2040 0	Other securities	—	—	$351K	1.4%
Columbia Small Cap Value Fund II Z Mutual Fund	Other securities	—	—	$339K	1.4%
Vanguard Small-Cap Value Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$255K	1.0%
Fidelity Large Cap Value Index Fund Mutual Fund	Other securities	—	—	$242K	1.0%
AB Large Cap Growth Fund Class Z Mutual Fund	Other securities	—	—	$157K	0.6%
Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$81K	0.3%
Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$60K	0.2%
Fidelity Small Cap Index Fund Mutual Fund	Other securities	—	—	$59K	0.2%
Fidelity International Index Fund Mutual Fund	Other securities	—	—	$51K	0.2%