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Original filing (PDF)20250905051447NAL0016820161001
NEWCO DISTRIBUTORS, INC.
Form 5500
FILING_RECEIVED
NEWCO DISTRIBUTORS, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
124
Accounts w/ balance
131
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
22 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 NEWCO DISTRIBUTORS, INC..
Plan sponsor
Name
NEWCO DISTRIBUTORS, INC.
EIN
33-0407040
Address
9060 ROCHESTER AVE · RANCHO CUCAMONGA, CA · 91730
Phone
(909) 938-0621
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-09-05
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
ROORDA PIQUET & BESSEE INC.
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 | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
Investments
22 direct securities· $9.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.1M | 23.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.2M | 13.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.2M | 13.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $665K | 7.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $639K | 6.9% | |
| BAIRD CORE PLUS BOND INSTL | Registered Investment Companies | — | — | $566K | 6.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $442K | 4.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $372K | 4.0% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $281K | 3.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $279K | 3.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $270K | 2.9% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $240K | 2.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $235K | 2.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $231K | 2.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $127K | 1.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $101K | 1.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $76K | 0.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $50K | 0.5% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $21K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $20K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $18K | 0.2% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $5K | <0.1% |
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