Back to filter
Original filing (PDF)20251016213400NAL0009142544001
COE DISTRIBUTING, INC.
Form 5500
FILING_RECEIVED
COE DISTRIBUTING EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
122
Accounts w/ balance
119
Plan assets (EOY)
$4.2M
Net assets (EOY)
-$83.1M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Stock - $.01 Par Value" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COE DISTRIBUTING, INC..
Plan sponsor
Name
COE DISTRIBUTING, INC.
EIN
27-1572756
Address
1020 FRANKLIN DRIVE, STE 5 · SMOCK, PA · 15480
Phone
(724) 437-8202
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2P · Leveraged ESOP
Audit & trust (Schedule H)
Auditor
SISTERSON & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $4.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Stock - $.01 Par Value | Common Stocks | — | $88.2M | $4.2M | 100.0% |
Related plans
Similar-size Wholesale Trade plans
FABRICTECH 2000 LLC D/B/A PURECARE
PURECARE 401(K) PLAN
$4.2M · 59 participants
H B WILLIAMSON CO
H B WILLIAMSON CO 401(K) PROFIT SHARING PLAN & TRUST
$4.2M · 19 participants
ACE GLOBAL TRADING, LTD.
ACE GLOBAL TRADING CASH BALANCE PLAN
$4.2M · 18 participants
FIRESIDE CONTRACTING SERVICES, LLC DBA FIRESIDE HOME SOLUTIONS
FIRESIDE CONTRACTING SERVICES, LLC 401(K) PLAN
$4.2M · 165 participants
HIGH TOWER GROUP, LLC
HIGH TOWER 401(K)
$4.3M · 92 participants
UMBRA, INC.
UMBRA, INC. 401(K) PLAN
$4.3M · 51 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B