Back to filter
Original filing (PDF)20251014205223NAL0001809651001
SUPPLYCORE INC.
Form 5500
FILING_RECEIVED
SUPPLYCORE INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
164
Accounts w/ balance
235
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 98% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPPLYCORE INC..
Plan sponsor
Name
SUPPLYCORE INC.
EIN
37-1237060
Address
303 N MAIN ST STE 800 · ROCKFORD, IL · 61101
Phone
(815) 964-7940
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVANT CAPITAL MANAGEMENT | 36-3859937 | — | NONE | $70K | — |
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTACT ADMINISTRATOR | $22K | — |
Investments
21 direct securities· $16.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $3.0M | 18.4% | |
| DFA US Large Cap Value III | — | — | — | $1.8M | 11.3% | |
| Vanguard Total Intl Bd Idx Admiral | — | — | — | $1.8M | 11.2% | |
| Avantis Emerging Markets Equity Fund Ins | — | — | — | $1.3M | 8.0% | |
| Vanguard Small Cap Index Adm | — | — | — | $1.0M | 6.4% | |
| DFA International Value III | — | — | — | $846K | 5.3% | |
| DFA Inflation Protected Securities 30 DFA International Small Company | — | — | — | $770K | 4.8% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $763K | 4.8% | |
| Avantis International Small Cap Value | — | — | — | $741K | 4.6% | |
| Vanguard Developed Markets Index Fund AD | — | — | — | $669K | 4.2% | |
| DFA US Hi Relatv Profitability Instl | — | — | — | $665K | 4.1% | |
| Vanguard Small Cap Value Index Fund Adm | — | — | — | $582K | 3.6% | |
| Vanguard International Growth Adm 197 Vanguard Short-Term Investment-Grade Adm | — | — | — | $577K | 3.6% | |
| DFA Global Real Estate Securities | — | — | — | $554K | 3.4% | |
| Vanguard Short Term Inflation Protection Sec Idx Adm | — | — | — | $384K | 2.4% | |
| PIMCO Income Instl | — | — | — | $383K | 2.4% | |
| Participants Participant Loans Interest Rates from 4.25% to 9.50% - | — | — | — | $160K | 1.0% | |
| Vanguard Growth Index | — | — | — | $65K | 0.4% | |
| Vanguard Federal Money Market Investor | — | — | — | $32K | 0.2% | |
| DFA US Sustainability Core 1 | — | — | — | $10K | <0.1% | |
| DFA Intl Sustainability Core 1 | — | — | — | $1K | <0.1% |
Related plans
Other plans using SAVANT CAPITAL MANAGEMENT
EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES
EMORY UNIVERSITY RETIREMENT PLAN
$5.5B · 21,409 participants
NORTHWESTERN UNIVERSITY
NORTHWESTERN UNIVERSITY RETIREMENT PLAN
$4.4B · 10,023 participants
EMORY HEALTHCARE, INC.
EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN
$2.8B · 35,518 participants
NORTHWESTERN UNIVERSITY
NORTHWESTERN UNIVERSITY VOLUNTARY SAVINGS PLAN
$1.2B · 13,658 participants
CARSON GROUP HOLDINGS, LLC
CARSON WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN
$40.2M · 416 participants
FORESIGHT FINANCIAL GROUP, INC.
FORESIGHT FINANCIAL GROUP, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN
$36.9M · 227 participants
Similar-size Wholesale Trade plans
MIDWAY STAR SALON SERVICES LLC
STARS COMPANIES RETIREMENT PLAN
$16.0M · 181 participants
OURARING INC.
OURA RING INC 401(K) PLAN
$16.0M · 364 participants
STORAGE SOLUTIONS, INC.
STORAGE SOLUTIONS, INC. 401(K) PLAN
$15.9M · 179 participants
CLARKE DISTRIBUTION CORPORATION
CLARKE RETIREMENT PLAN
$16.2M · 105 participants
ENCHANTE ACCESSORIES, INC.
ENCHANTE ACCESSORIES, INC. 401(K) PLAN
$16.3M · 268 participants
ISOLITE PLUS AFFILIATED EMPLOYERS
ISOLITE PLUS AFFILIATED EMPLOYERS 401K PLAN
$15.9M · 104 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B