How big is Partssource, Inc.'s plan?

Partssource, Inc.'s plan reported $39.0M in assets and 521 participants for 2024.

Original filing (PDF)20250707134524NAL0005405648001

Partssource, Inc.

Name: Partssource, Inc. — Partssource 401(k) Plan, Form 5500 (2024)
Creator: Partssource, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Partssource 401(k) Plan

401(k) retirement plan · Partssource, Inc.'s Partssource 401(k) Plan held $39.0M in plan assets for 521 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

521

Accounts w/ balance

672

Plan assets (EOY)

$39.0M

Net assets (EOY)

$39.0M

Plan identifiers

Partssource, Inc.'s EIN is 34-1945164.

EIN 34-1945164

Plan number 001

Plan year 2024

ACK ID 20250707134524NAL0005405648001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Partssource, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Partssource, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARTSSOURCE, INC..

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How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 133K (2% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

PARTSSOURCE, INC.

EIN

all filings

Address

50 EXECUTIVE PKWY · HUDSON, OH · 44236

Phone

(330) 954-9900

Industry

Wholesale 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

2025-07-07

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$70K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA INVESTMENT SERVICES LLC	35-2552359	—	ADVISOR	$58K	—
SIKICH CPA LLC

Investments

41 direct securities· $38.6M(99% of reported assets)

Mutual Funds

$29.0M

29 holdings

Common Collective Trusts

$6.5M

1 holding

Other securities

$3.0M

11 holdings

					% of plan
Fidelity 500 Index	Common Collective Trusts	—	—	$6.5M	16.6%
American Funds American Funds Target Date 2040 R6	Mutual Funds	—	—	$4.0M	10.4%
American Funds American Funds Target Date 2045 R6	Mutual Funds	—	—	$3.7M	9.4%
American Funds American Funds Target Date 2050 R6	Mutual Funds	—	—	$3.4M	8.8%
American Funds American Funds Target Date 2035 R6	Mutual Funds	—	—	$2.7M	6.8%
American Funds American Funds Target Date 2055 R6	Mutual Funds	—	—	$2.2M	5.7%
American Funds American Funds Target Date 2030 R6	Mutual Funds	—	—	$2.2M	5.7%
Fidelity Advisor Growth Opportunities Z	Mutual Funds	—	—	$1.6M	4.2%
American Funds American Funds Target Date 2060 R6	Mutual Funds	—	—	$1.1M	2.9%
American Funds American Funds Target Date 2025 R6	Mutual Funds	—	—	$1.0M	2.7%
Fidelity International Index	Mutual Funds	—	—	$963K	2.5%
Fidelity Advisor Total Bond Z	Mutual Funds	—	—	$828K	2.1%
Fidelity Government Money Market	Mutual Funds	—	—	$731K	1.9%
Fidelity Advisor Small Cap Growth Z	Mutual Funds	—	—	$591K	1.5%
American Funds American Funds Target Date 2065 R6	Mutual Funds	—	—	$562K	1.4%
Dodge & Cox Dodge & Cox Stock I	Mutual Funds	—	—	$545K	1.4%
Victory Capital Victory Sycamore Established Value Fund R6	Other securities	—	—	$518K	1.3%
JPMorgan Large Cap Growth	Other securities	—	—	$506K	1.3%
BlackRock Health Sciences Opportunities K	Other securities	—	—	$495K	1.3%
Fidelity Advisor International Growth Z	Mutual Funds	—	—	$487K	1.2%
Fidelity Advisor Strategic Dividend Income Z	Mutual Funds	—	—	$467K	1.2%
Janus Henderson Janus Henderson Enterprise Fund Class N	Mutual Funds	—	—	$437K	1.1%
Hartford Mutual Funds Hartford Core Equity R6	Other securities	—	—	$330K	0.8%
JPMorgan Mid Cap Growth Fund Class	Other securities	—	—	$323K	0.8%
PIMCO Income Fund Institutional Class	Mutual Funds	—	—	$246K	0.6%
Nationwide Mid Cap Market Index R6	Other securities	—	—	$238K	0.6%
Vanguard International Value	Mutual Funds	—	—	$208K	0.5%
Neuberger Berman Neuberger Berman Large Cap Value Fund	Other securities	—	—	$202K	0.5%
Fidelity Advisor International Small Cap Opportunities Z	Mutual Funds	—	—	$200K	0.5%
Nationwide Small Cap Index R6	Other securities	—	—	$194K	0.5%
and Money Market Mutual Fund Alliance Bernstein Alliance Bernstein Large Cap Growth Z	Mutual Funds	—	—	$168K	0.4%
and Money Market Mutual Fund (Continued) Janus Henderson Janus Henderson Balanced Fund N	Mutual Funds	—	—	$165K	0.4%
Fidelity Advisor Stock Selector Small Cap Z	Mutual Funds	—	—	$150K	0.4%
BlackRock Technology Opportunities K	Other securities	—	—	$126K	0.3%
Columbia Threadneedle Columbia Small Cap Value Fund II I3	Other securities	—	—	$85K	0.2%
Invesco Gold & Special Minerals R6	Mutual Funds	—	—	$71K	0.2%
American Funds American Funds Target Date 2020 R6	Mutual Funds	—	—	$55K	0.1%
American Funds American Funds Target Date 2010 R6	Mutual Funds	—	—	$49K	0.1%
American Funds American Funds Target Date 2015 R6	Mutual Funds	—	—	$28K	<0.1%
John Hancock John Hancock Income R6	Other securities	—	—	$17K	<0.1%
Janus Henderson Janus Henderson Contrarian Fund Class I	Mutual Funds	—	—	$6K	<0.1%