Back to filter
Original filing (PDF)20251015135800NAL0005055873001
DISTRIBUTION SOLUTIONS GROUP, INC
Form 5500
FILING_RECEIVED
DISTRIBUTION SOLUTIONS GROUP RETIREMENT PLAN
401(k) retirement plan
Active participants
2,895
Accounts w/ balance
2,937
Plan assets (EOY)
$304.5M
Net assets (EOY)
$304.5M
How this plan invests
This plan
7 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Participation health
100
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 DISTRIBUTION SOLUTIONS GROUP, INC.
Plan sponsor
Name
DISTRIBUTION SOLUTIONS GROUP, INC
EIN
36-2229304
Address
8770 W. BRYN MAWR AVE. SUITE 900 · CHICAGO, IL · 60631
Phone
(773) 304-5458
Industry
Wholesale 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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$253K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $49K | — |
| DIMEO SCHNEIDER & ASSOCIATES, LLC | 36-4001764 | — | INVESTMENT ADVISOR | $23K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $11K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VEDDERPRICE | 36-3254526 | — | ATTORNEY/LEGAL | $57K | — |
Investments
25 direct securities · 7 pooled funds· $313.3M(100% 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.
Uncategorized
$216.5M
24 holdings
Common Collective Trust
$91.6M
7 holdings
Mutual Funds
$5.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Retirement Government Money Market Fund II # 263 * Fidelity Investments 500 Index Fund # | — | — | — | $38.0M | 12.5% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $34.6M | 11.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $32.9M | 10.8% | |
| Fidelity Investments Freedom 2030 Fund Class K6 # | — | — | — | $31.9M | 10.5% | |
| Fidelity Investments Freedom 2035 Fund Class K6 # | — | — | — | $22.7M | 7.5% | |
| Fidelity Investments Freedom 2025 Fund Class K6 # | — | — | — | $20.4M | 6.7% | |
| Fidelity Investments Freedom 2040 Fund Class K6 # | — | — | — | $17.6M | 5.8% | |
| Fidelity Investments Freedom 2045 Fund Class K6 # | — | — | — | $12.1M | 4.0% | |
| Fidelity Investments Freedom 2020 Fund Class K6 # | — | — | — | $11.7M | 3.8% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $11.2M | 3.7% | |
| Fidelity Investments Freedom 2050 Fund Class K6 # | — | — | — | $9.0M | 3.0% | |
| American Funds American Funds EUPAC Fund Class R-6 # | — | — | — | $7.5M | 2.4% | |
| Putnam Investments Putnam Large Cap Value Trust Class IA # | — | — | — | $6.5M | 2.1% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $6.5M | 2.1% | |
| Fidelity Investments Total International Index Fund # | — | — | — | $5.7M | 1.9% | |
| Fidelity Investments Mid Cap Index Fund # | — | — | — | $5.7M | 1.9% | |
| Invesco Discovery Fund Class R6 # | Mutual Funds | — | — | $5.1M | 1.7% | |
| Fidelity Investments Small Cap Index Fund # | — | — | — | $4.2M | 1.4% | |
| PIF MID CAP EQ IV PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 45-5114041 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.4% | |
| Fidelity Investments Freedom 2010 Fund Class K6 # | — | — | — | $3.7M | 1.2% | |
| Fidelity Investments Freedom 2055 Fund Class K6 # | — | — | — | $3.7M | 1.2% | |
| Fidelity Investments Freedom 2065 Fund Class K6 # | — | — | — | $2.6M | 0.9% | |
| Fidelity Investments Freedom 2015 Fund Class K6 # | — | — | — | $2.6M | 0.8% | |
| with various due dates through November 2033 | — | — | — | $2.3M | 0.7% | |
| Franklin Templeton Investments Small Cap Value GG Trust CIT Class R # | — | — | — | $2.2M | 0.7% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $2.2M | 0.7% | |
| Fidelity Investments U.S. Bond Index Fund # | — | — | — | $2.1M | 0.7% | |
| MFS Investment Management International Diversification Fund Class R6 # | — | — | — | $1.7M | 0.5% | |
| Fidelity Investments Freedom 2060 Fund Class K6 # | — | — | — | $1.5M | 0.5% | |
| Fidelity Investments Freedom Retirement Fund Class K6 # | — | — | — | $1.1M | 0.4% | |
| PRINCIPAL US REIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $28K | <0.1% | |
| Fidelity Investments Freedom 2070 Fund Class K6 # | — | — | — | $3K | <0.1% |