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Original filing (PDF)20250912050319NAL0001038593001
CPD DISTRIBUTION, LLC
Form 5500
FILING_RECEIVED
ZIMMER GREAT LAKES 401(K) PLAN
401(k) retirement plan
Signals · 1
~82 bps in Sched C fees
Active participants
194
Accounts w/ balance
204
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 82 bps in Schedule C fees — 182% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CPD DISTRIBUTION, LLC.
Plan sponsor
Name
CPD DISTRIBUTION, LLC
EIN
27-3717322
Address
1708 NORTHWOOD DR. · TROY, MI · 48084
Phone
(734) 656-0416
Industry
Health Care & Social Assistancesee 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
2025-09-12
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
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CVHT PLC | 81-0584482 | — | ACCOUNTANT | $9K | — |
| DOEREN MAYHEW & CO., P.C. | 38-2492570 | — | ACCOUNTANT | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 39-2018056 | — | INVESTMENT/FINANCIAL ADVI | $49K | — |
Investments
28 direct securities· $10.2M(97% of reported assets)
Registered Investment Companies
$10.0M
27 holdings
OTHER
$168K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA GLOBAL BOND R6 832 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.8M | 17.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.7M | 15.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.1M | 10.6% | |
| DFA INFLATION PROT SEC INST 0 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $893K | 8.6% | |
| VAN TARGET RETIRE 2020 204 REGISTERED INVESTMENT COMPANY VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $694K | 6.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $694K | 6.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $540K | 5.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $476K | 4.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $356K | 3.4% | |
| HARTFORD CORE EQUITY FUND R6 | Registered Investment Companies | — | — | $330K | 3.2% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $249K | 2.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $204K | 2.0% | |
| INVESTMENTS LINCOLN STABLE VALUE SEP ACCT | OTHER | — | — | $168K | 1.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $128K | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $121K | 1.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $115K | 1.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $113K | 1.1% | |
| MACQUARIE SMALL CAP VALUE R6 238 REGISTERED INVESTMENT COMPANY VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $106K | 1.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $102K | 1.0% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $91K | 0.9% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $71K | 0.7% | |
| DFA INT GOVT FIXED INC INST | Registered Investment Companies | — | — | $66K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $30K | 0.3% | |
| JANUS HENDERSON VENTURE FUND-N | Registered Investment Companies | — | — | $26K | 0.2% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $18K | 0.2% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $13K | 0.1% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $8K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $3K | <0.1% |
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