How big is Western Pacific Distributing, LLC's plan?

Western Pacific Distributing, LLC's plan reported $23.6M in assets and 129 participants for 2024.

Original filing (PDF)20250722165703NAL0001525107001

Western Pacific Distributing, LLC

Name: Western Pacific Distributing, LLC — Western Pacific, Form 5500 (2024)
Creator: Western Pacific Distributing, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Western Pacific Distributing, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Western Pacific Distributing, LLC's Western Pacific Distributing, LLC 401(k) Profit Sharing Plan held $23.6M in plan assets for 129 participants in 2024, with Empower as recordkeeper.

Active participants

129

Accounts w/ balance

162

Plan assets (EOY)

$23.6M

Net assets (EOY)

$23.6M

Plan identifiers

Western Pacific Distributing, LLC's EIN is 33-0989706.

EIN 33-0989706

Plan number 001

Plan year 2024

ACK ID 20250722165703NAL0001525107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Western Pacific Distributing, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Western Pacific Distributing, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTERN PACIFIC DISTRIBUTING, LLC.

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How this plan invests

This plan

2 pooled trusts

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (88th percentile).

Plan sponsor

Name

WESTERN PACIFIC DISTRIBUTING, LLC

EIN

all filings

Address

341 WEST MEATS AVE. · ORANGE, CA · 92865

Phone

(714) 974-6837

Industry

Retail Trade

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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	84-0467907	—	RECORDKEEPER	$49K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC FA INC	—	FORT WAYNE, IN	INVESTMENT ADVISOR	$29K	—

TPA / Administrator

Investments

43 direct securities · 2 pooled funds· $22.5M(96% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$15.3M

28 holdings

Other securities

$2.2M

12 holdings

Common Stocks

$2.2M

1 holding

Common Collective Trusts

$1.6M

1 holding

Pooled Separate Account

$664K

2 holdings

Bonds / Notes

$592K

1 holding

					% of plan
Vanguard Balanced Index Adm Mutual Fund	Mutual Funds	—	—	$4.1M	17.2%
Vanguard Lifestrategy Cnsrv Gr Inv Mutual Fund	Mutual Funds	—	—	$3.5M	14.8%
MassMutual Guaranteed Interest Account Group annuity contract	Common Stocks	—	—	$2.2M	9.3%
Mass Mutual S&P 500(R) Index I Mutual Fund	Common Collective Trusts	—	—	$1.6M	6.6%
Vanguard Lifestrategy Growth Inv Mutual Fund	Mutual Funds	—	—	$1.0M	4.3%
Vanguard Target Retirement 2040 Inv Mutual Fund	Mutual Funds	—	—	$760K	3.2%
Vanguard Lifestrategy Moderate Growth Mutual Fund	Mutual Funds	—	—	$677K	2.9%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$645K	2.7%
Notes receivable from participants 4.25% - 9.50%	Bonds / Notes	—	—	$592K	2.5%
Vanguard Energy Fund Mutual Fund	Mutual Funds	—	—	$581K	2.5%
T. Rowe Price Spectrum Mod Growth Alloc Mutual Fund	Other securities	—	—	$571K	2.4%
Vanguard Target Retirement 2050 Inv Mutual Fund	Mutual Funds	—	—	$544K	2.3%
MFS Utilities R6 Mutual Fund	Mutual Funds	—	—	$517K	2.2%
Vanguard Target Retirement 2030 Inv Mutual Fund	Mutual Funds	—	—	$484K	2.1%
American Funds Growth Fund Of Amer R6 Mutual Fund	Mutual Funds	—	—	$450K	1.9%
CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INS CO · EIN 06-1050034 / PN 299	Pooled Separate Account	—	—	$427K	1.8%
Columbia Mid Cap Index Instl 2 Mutual Fund	Other securities	—	—	$397K	1.7%
T. Rowe Price Science/Technology Fund Mutual Fund	Other securities	—	—	$382K	1.6%
PIMCO Real Return Instl Mutual Fund	Mutual Funds	—	—	$269K	1.1%
Columbia Small Cap Index Instl 2 Mutual Fund	Other securities	—	—	$265K	1.1%
Invesco Comstock R6 Mutual Fund	Mutual Funds	—	—	$252K	1.1%
LARGE CAP GROWTH/MFS FUND EMPOWER ANNUITY INS CO · EIN 06-1050034 / PN 350	Pooled Separate Account	—	—	$237K	1.0%
Vanguard Target Retirement 2055 Inv Mutual Fund	Mutual Funds	—	—	$198K	0.8%
American Funds Fundamental Investors R6 Mutual Fund	Mutual Funds	—	—	$192K	0.8%
Mass Mutual Mid Cap Growth I Mutual Fund	Other securities	—	—	$177K	0.8%
Vanguard Target Retirement Income Inv Mutual Fund	Mutual Funds	—	—	$162K	0.7%
Vanguard Target Retirement 2060 Inv Mutual Fund	Mutual Funds	—	—	$140K	0.6%
Invesco Global Opportunities R6 Mutual Fund	Mutual Funds	—	—	$137K	0.6%
Vanguard Target Retirement 2025 Inv Mutual Fund	Mutual Funds	—	—	$134K	0.6%
American Funds Europacific Gr R6 Mutual Fund	Mutual Funds	—	—	$132K	0.6%
Royce Small-Cap Opportunity Instl Mutual Fund	Other securities	—	—	$114K	0.5%
Invesco Developing Markets R6 Mutual Fund	Mutual Funds	—	—	$95K	0.4%
PGIM Jennison Financial Services Z Mutual Fund	Other securities	—	—	$92K	0.4%
DFA Real Estate Securities I Mutual Fund	Mutual Funds	—	—	$84K	0.4%
Vanguard Target Retirement 2035 Inv Mutual Fund	Mutual Funds	—	—	$80K	0.3%
Vanguard Target Retirement 2020 Inv Mutual Fund	Mutual Funds	—	—	$79K	0.3%
Vanguard Target Retirement 2045 Inv Mutual Fund	Mutual Funds	—	—	$78K	0.3%
T. Rowe Price Health Sciences Mutual Fund	Other securities	—	—	$69K	0.3%
Hartford International Value Y Mutual Fund	Other securities	—	—	$65K	0.3%
Macquarie High Income Institutional Mutual Fund	Other securities	—	—	$55K	0.2%
Invesco Oppenheimer Int'L Growth R6 Mutual Fund	Mutual Funds	—	—	$24K	0.1%
Franklin Small Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$22K	<0.1%
Templeton Global Bond R6 Mutual Fund	Mutual Funds	—	—	$20K	<0.1%
Goldman Sachs Mid Cap Value Instl Mutual Fund	Other securities	—	—	$14K	<0.1%
Loomis Sayles Bond Instl Mutual Fund	Other securities	—	—	$7K	<0.1%