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Original filing (PDF)20251009140852NAL0011105216001
CAVALIER DISTRIBUTING COMPANY, INC.
Form 5500
FILING_RECEIVED
CAVALIER DISTRIBUTING RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
331
Accounts w/ balance
530
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
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 (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAVALIER DISTRIBUTING COMPANY, INC..
Plan sponsor
Name
CAVALIER DISTRIBUTING COMPANY, INC.
EIN
31-1356420
Address
4650 LAKE FOREST DRIVE · SUITE 580 · BLUE ASH, OH · 45242
Phone
(513) 247-9222
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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK SCHAEFER HACKETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $40K | — |
Investments
24 direct securities· $10.7M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.0M | 17.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.7M | 14.5% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.5M | 13.1% | |
| Vanguard 500 Index Inv Vanguard 0 | — | — | — | $1.1M | 10.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.1M | 9.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $936K | 8.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $755K | 6.6% | |
| Vanguard Growth Index Inv Vanguard 0 | — | — | — | $454K | 4.0% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $164K | 1.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $119K | 1.0% | |
| Vanguard Small-Cap Index Inv Vanguard 0 | — | — | — | $115K | 1.0% | |
| Vanguard Value Index Inv Vanguard 0 | — | — | — | $115K | 1.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $114K | 1.0% | |
| Vanguard Total Stock Market Index Inv Vanguard 0 | — | — | — | $100K | 0.9% | |
| Vanguard Mid-Cap Index Inv Vanguard 0 | — | — | — | $91K | 0.8% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $80K | 0.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $64K | 0.6% | |
| Vanguard Total Intl Stock Index Inv Vanguard 0 | — | — | — | $59K | 0.5% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $52K | 0.5% | |
| Vanguard Total Bond Market Index Inv Vanguard 0 | — | — | — | $31K | 0.3% | |
| Vanguard Balanced Index Inv Vanguard 0 | — | — | — | $22K | 0.2% | |
| Fidelity Emerging Markets K Fidelity 0 | — | — | — | $12K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $6K | <0.1% |
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