Back to filter
Original filing (PDF)20250813130811NAL0004891939001
SCP DISTRIBUTORS, LLC
Form 5500
FILING_RECEIVED
POOL CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,766
Accounts w/ balance
5,806
Plan assets (EOY)
$436.0M
Net assets (EOY)
$436.0M
How this plan invests
This plan
15 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCP DISTRIBUTORS, LLC.
Plan sponsor
Name
SCP DISTRIBUTORS, LLC
EIN
36-3926337
Address
109 NORTHPARK BLVD. · 4TH FLOOR · COVINGTON, LA · 704335001
Phone
(985) 801-5172
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
2025-08-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $289K | — |
| CREATIVE PLANNING | — | OVERLAND PARK, KS | NONE | $35K | — |
| MORNINGSTAR | — | CHICAGO, IL | NONE | $12K | — |
Investments
17 direct securities · 15 pooled funds· $436.0M(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.
Common Collective Trust
$251.6M
15 holdings
Uncategorized
$184.4M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $58.7M | 13.5% | |
| PUTNAM Large Cap Value R6 Mutual Fund | — | — | — | $52.6M | 12.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $40.6M | 9.3% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $39.6M | 9.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $32.7M | 7.5% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $30.5M | 7.0% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $24.2M | 5.6% | |
| AB Large Cap Growth Z Mutual Fund | — | — | — | $21.9M | 5.0% | |
| Blackrock Mid Cap Growth EQ Mutual Fund | — | — | — | $20.2M | 4.6% | |
| PUTNAM STABLE VALUE 15 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $18.6M | 4.3% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $14.6M | 3.3% | |
| MFS INTL Diversification R6 Mutual Fund | — | — | — | $11.1M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $10.5M | 2.4% | |
| Invesco Discovery R6 Mutual Fund | — | — | — | $10.2M | 2.3% | |
| various dates through * Participant loans September 2039 -0- | — | — | — | $9.5M | 2.2% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.3M | 1.7% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $7.0M | 1.6% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $6.9M | 1.6% | |
| Fidelity Advisor SM CAP VAL Z Mutual Fund | — | — | — | $3.7M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.6% | |
| J. Hancock DISC VAL Mid Cap R6 Mutual Fund | — | — | — | $2.7M | 0.6% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $2.2M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.6M | 0.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.2M | 0.3% | |
| Fidelity Total Intl Index Fund Mutual Fund | — | — | — | $1.2M | 0.3% | |
| PIMCO Income Inst Mutual Fund | — | — | — | $1.2M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $877K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $320K | <0.1% | |
| Vanguard Treasury Money Market Mutual Fund | — | — | — | $91K | <0.1% | |
| T Rowe Price Govrnt Money Mutual Fund | — | — | — | $3K | <0.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using T ROWE PRICE RPS INC
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
MANUFACTURERS AND TRADERS TRUST CO.
M & T BANK CORPORATION RETIREMENT SAVINGS PLAN
$5.2B · 22,296 participants
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
CACI INTERNATIONAL, INC.
THE CACI SMART PLAN
$3.9B · 23,471 participants
Similar-size Wholesale Trade plans
MACALLISTER MACHINERY CO., INC
MACALLISTER PROFIT SHARING & SAVINGS PLAN
$440.0M · 2,252 participants
THE PAPE' GROUP, INC.
THE PAPE' GROUP, INC. PROFIT SHARING 401(K) PLAN
$441.8M · 4,462 participants
CARTER MACHINERY COMPANY, INC.
EMPLOYEES' RETIREMENT AND SAVINGS PLAN OF CARTER MACHINERY COMPANY, INC.
$466.2M · 3,101 participants
B. D. HOLT COMPANY
HOLT COMPANIES RETIREMENT PLAN
$505.0M · 4,849 participants
DIRECT SUPPLY, INC.
DIRECT SUPPLY, INC. 401(K) RETIREMENT SAVINGS PLAN
$346.1M · 1,231 participants
VERDE HOLDINGS, INC.
VERDE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$344.1M · 549 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
LUMEN TECHNOLOGIES, INC.
LUMEN COMBINED PENSION PLAN
$4.3B · 9,131 participants