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Original filing (PDF)20250911052012NAL0000048627001
SHAFFER DISTRIBUTING CO.
Form 5500
FILING_RECEIVED
SHAFFER DISTRIBUTING CO. 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
109
Accounts w/ balance
138
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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 SHAFFER DISTRIBUTING CO..
Plan sponsor
Name
SHAFFER DISTRIBUTING CO.
EIN
31-4304446
Address
1100 W 3RD AVE · COLUMBUS, OH · 43212
Phone
(614) 421-6800
Industry
Retail 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
2025-09-11
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PW PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $30K | — |
Investments
23 direct securities · 1 pooled fund· $9.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Registered Investment Companies
$9.6M
23 holdings
Common Collective Trust
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 22.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 19.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 11.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 11.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $801K | 8.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $582K | 6.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $487K | 5.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $354K | 3.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $341K | 3.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $203K | 2.1% | |
| PGIM JENNISON GROWTH R6 | Registered Investment Companies | — | — | $125K | 1.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $98K | 1.0% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $81K | 0.8% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $60K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $53K | 0.6% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $41K | 0.4% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $26K | 0.3% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $23K | 0.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $17K | 0.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $16K | 0.2% | |
| VANGUARD EMG MKTS STK IDX ADM 171 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $13K | 0.1% | |
| COLUMBIA TRUST STBL INC ADM0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 134 | Common Collective Trust | — | — | $9K | <0.1% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $9K | <0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $6K | <0.1% |
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