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Original filing (PDF)20251007104755NAL0002394931001
MEYER DISTRIBUTING, INC.
Form 5500
FILING_RECEIVED
MEYER DISTRIBUTING, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,329
Accounts w/ balance
379
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEYER DISTRIBUTING, INC..
Plan sponsor
Name
MEYER DISTRIBUTING, INC.
EIN
35-0510955
Address
560 E. 25TH STREET · JASPER, IN · 475468117
Phone
(812) 482-5102
Industry
Wholesale Tradesee all
Plan administrator
Name
MEYER DISTRIBUTING, INC.
EIN
35-0510955
City
JASPER, IN
Phone
(812) 482-5102
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SRVCS | — | FORT WAYNE, IN | TPA | $0 | — |
Investments
35 direct securities · 1 pooled fund· $24.4M(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.
Pooled Separate Account
$12.1M
1 holding
Uncategorized
$11.5M
34 holdings
Pooled Separate Accounts
$789K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12.1M | 98.6% | |
| Vanguard Balanced Index Fund Adm 95,011 | — | — | — | $2.6M | 21.3% | |
| MSIF Growth Portfolio Is 67,381 | — | — | — | $1.4M | 11.2% | |
| Vanguard Equity Income Fund Adm 28,252 | — | — | — | $1.0M | 8.5% | |
| Calvert US Lrg Cp Cr Rspns Ind Fd R6 45,401 | — | — | — | $1.0M | 8.5% | |
| S HELD AT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY American Funds New Perspective R6 20,220 | Pooled Separate Accounts | — | — | $789K | 6.4% | |
| Vanguard International Grwth 20,395 | — | — | — | $544K | 4.4% | |
| Fidelity Sm Cp Ind Fund 29,160 | — | — | — | $445K | 3.6% | |
| Franklin Small Cap Value Fund R6 18,545 | — | — | — | $404K | 3.3% | |
| Fidelity Freedom In 2040 InstP 25,260 | — | — | — | $391K | 3.2% | |
| Fidelity Intrm Trsry Bond Fd 37,401 | — | — | — | $388K | 3.2% | |
| Fidelity 500 Index Fund 15,845 | — | — | — | $366K | 3.0% | |
| FedHerms Total Rtn Bd Fd R6 32,620 | — | — | — | $353K | 2.9% | |
| FedHerms Kaufmann Sm Cap Fnd R6 23,633 | — | — | — | $350K | 2.8% | |
| Virtus KAR Mid Cap Growth Fd R6 23,211 | — | — | — | $341K | 2.8% | |
| Fidelity Freedom In 2050 InstP 16,439 | — | — | — | $257K | 2.1% | |
| Fidelity Freedom In 2060 InstP 14,147 | — | — | — | $221K | 1.8% | |
| Fidelity Freedom In 2055 InstP 13,759 | — | — | — | $215K | 1.8% | |
| Fidelity Mid Cap Index Fd 9,882 | — | — | — | $178K | 1.4% | |
| Voya Fixed Account | — | — | — | $169K | 1.4% | |
| Fidelity Freedom In 2035 InstP 8,841 | — | — | — | $128K | 1.0% | |
| Fidelity Freedom In 2065 InstP 5,911 | — | — | — | $99K | 0.8% | |
| Fidelity Freedom In 2045 InstP 6,130 | — | — | — | $96K | 0.8% | |
| Fidelity Freedom In 2030 InstP 6,927 | — | — | — | $93K | 0.8% | |
| Voya Gov Money Mkt Fnd A 3,880 | — | — | — | $53K | 0.4% | |
| Fidelity Freedom In 2020 InstP 3,591 | — | — | — | $44K | 0.4% | |
| Vanguard LifeStrat Mod Grwth Fd Inv 1,895 | — | — | — | $42K | 0.3% | |
| Fidelity US Bd Idx Fund 3,841 | — | — | — | $41K | 0.3% | |
| Vanguard Total Intl Stk Index Fd 2,720 | — | — | — | $39K | 0.3% | |
| Fidelity Freedom In Inc InstP 2,954 | — | — | — | $32K | 0.3% | |
| PGIM Global Total Return Fd R6 2,783 | — | — | — | $29K | 0.2% | |
| Vangrd LifeStrat Cns Gr Fd Inv 1,345 | — | — | — | $25K | 0.2% | |
| Fidelity Freedom In 2010 InstP 9 ** 105 Fidelity Freedom In 2015 InstP 1,888 | — | — | — | $22K | 0.2% | |
| Fidelity Freedom In 2025 InstP 1,324 | — | — | — | $17K | 0.1% | |
| Vanguard LifeStrat Growth Fd Inv 442 | — | — | — | $13K | 0.1% | |
| Vanguard LifeStrat Income Fd Inv 77 | — | — | — | $1K | <0.1% |