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Original filing (PDF)20251014143702NAL0001516003001
SUPPLYFORCE.COM, LLC
Form 5500
FILING_RECEIVED
SUPPLYFORCE 401(K) PLAN
401(k) retirement plan
Active participants
125
Accounts w/ balance
155
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPPLYFORCE.COM, LLC.
Plan sponsor
Name
SUPPLYFORCE.COM, LLC
EIN
23-3017555
Address
700 AMERICAN AVENUE · SUITE 300 · KING OF PRUSSIA, PA · 19406
Phone
(610) 239-4352
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Investments
25 direct securities· $15.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2025 | — | — | — | $1.8M | 11.8% | |
| Fidelity Freedom 2035 | — | — | — | $1.5M | 10.0% | |
| Fidelity Freedom 2040 | — | — | — | $1.4M | 9.1% | |
| Fidelity 500 Index | — | — | — | $1.4M | 9.1% | |
| Fidelity Mid Cap Index | — | — | — | $1.0M | 6.6% | |
| Fidelity Large Cap Growth Index | — | — | — | $933K | 6.1% | |
| Fidelity Freedom 2045 | — | — | — | $859K | 5.6% | |
| Fidelity Freedom 2055 | — | — | — | $796K | 5.2% | |
| Fidelity Freedom 2050 | — | — | — | $780K | 5.1% | |
| Fidelity Inflation-Protected Bond Index | — | — | — | $694K | 4.5% | |
| Fidelity Freedom 2030 | — | — | — | $620K | 4.0% | |
| Fidelity Freedom 2020 | — | — | — | $609K | 4.0% | |
| Fidelity International Index | — | — | — | $485K | 3.1% | |
| Fidelity Total Bond Fund | — | — | — | $435K | 2.8% | |
| Fidelity Small Cap Index | — | — | — | $380K | 2.5% | |
| Fidelity Total Market Index | — | — | — | $360K | 2.3% | |
| Fidelity Capital & Income | — | — | — | $308K | 2.0% | |
| Fidelity Government MMkt | — | — | — | $219K | 1.4% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | — | — | — | $185K | 1.2% | |
| Fidelity Freedom 2060 | — | — | — | $185K | 1.2% | |
| Fidelity Emerging Markets Index | — | — | — | $139K | 0.9% | |
| Franklin Gold and Precious Metals Fund | — | — | — | $78K | 0.5% | |
| Fidelity Intermed Bond | — | — | — | $77K | 0.5% | |
| Fidelity Short Term Bond | — | — | — | $54K | 0.4% | |
| Fidelity Freedom 2065 | — | — | — | $34K | 0.2% |
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