Original filing (PDF)20251006091137NAL0001745971001

AMERICAN BUILDERS & CONTRACTORS SUPPLY CO INC

Name: AMERICAN BUILDERS & CONTRACTORS SUPPLY CO INC — ABC SUPPLY COMPANY EMPLOYEES' SAVINGS & RETIREMENT PLAN, Form 5500 (2024)
Creator: AMERICAN BUILDERS & CONTRACTORS SUPPLY CO INC

Form 5500

FILING_RECEIVED

ABC SUPPLY COMPANY EMPLOYEES' SAVINGS & RETIREMENT PLAN

401(k) retirement plan

Active participants

19,397

Accounts w/ balance

14,062

Plan assets (EOY)

$1.3B

Net assets (EOY)

$1.3B

How this plan invests

This plan

16 pooled trusts

Schedule D

130 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Knocking points off

9 bps in Schedule C fees — 88% above peer band of 5 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN BUILDERS & CONTRACTORS SUPPLY CO INC.

Plan sponsor

Name

AMERICAN BUILDERS & CONTRACTORS SUPPLY CO INC

EIN

39-1413708

Address

ONE ABC PARKWAY · BELOIT, WI · 53511

Phone

(608) 368-2308

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

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)

Audit & trust (Schedule H)

Auditor

WIPFLI LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$743K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$422K	—
WIPFLI LLP	39-0758449	—	CONSULTANT	$15K	—

Investments

123 direct securities · 16 pooled funds· $1.3B(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

$689.9M

16 holdings

Uncategorized

$626.2M

123 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2030) OF JPMORGAN CHASE BANK, N.A.	—	—	—	$114.5M	9.1%
JPMCB SR PB 2030 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001	Common Collective Trust	—	—	$114.5M	9.1%
[DFE: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2035) OF JPMORGAN CHASE BANK, N.A. (extraction pending)]	—	—	—	$111.0M	8.9%
JPMCB SR PB 2035 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001	Common Collective Trust	—	—	$111.0M	8.9%
JPMCB SR PB 2040 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001	Common Collective Trust	—	—	$93.9M	7.5%
JPMCB SR PB 2045 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001	Common Collective Trust	—	—	$79.5M	6.3%
[DFE: COMMINGLED PENSION TRUST FUND (SMARTRETIREMENT PASSIVE BLEND 2025) OF JPMORGAN CHASE BANK, N.A. (extraction pending)]	—	—	—	$63.2M	5.0%
JPMCB SR PB 2025 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001	Common Collective Trust	—	—	$63.2M	5.0%
JPMCB SR PB 2050 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001	Common Collective Trust	—	—	$61.2M	4.9%
MIP II CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025	Common Collective Trust	—	—	$48.8M	3.9%
EQUITY INDEX FUND	—	—	—	$40.0M	3.2%
JPMCB SR PB 2055 CFA JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001	Common Collective Trust	—	—	$37.7M	3.0%
EQUITY INDEX FUND	—	—	—	$37.1M	3.0%
JPMCB SR PB 2060 CFA JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001	Common Collective Trust	—	—	$31.5M	2.5%
EQUITY INDEX FUND	—	—	—	$29.9M	2.4%
EAFE EQUITY INDEX FUND	—	—	—	$18.9M	1.5%
EQUITY INDEX FUND	—	—	—	$18.4M	1.5%
JPMCB SR PB 2020 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001	Common Collective Trust	—	—	$17.7M	1.4%
EAFE EQUITY INDEX FUND	—	—	—	$17.5M	1.4%
EQUITY INDEX FUND	—	—	—	$15.4M	1.2%
EAFE EQUITY INDEX FUND	—	—	—	$14.1M	1.1%
GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001	Common Collective Trust	—	—	$13.8M	1.1%
CORE PLUS BOND FUND	—	—	—	$12.0M	1.0%
JPMCB SR PB INC CF-A JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001	Common Collective Trust	—	—	$9.5M	0.8%
EAFE EQUITY INDEX FUND	—	—	—	$8.7M	0.7%
EAFE EQUITY INDEX FUND	—	—	—	$7.2M	0.6%
PIMCO RAE US SMALL CIT	—	—	$8.4M	$7.2M	0.6%
SMALL CAP VALUE I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488	Common Collective Trust	—	—	$7.2M	0.6%
CORE PLUS BOND FUND	—	—	—	$6.2M	0.5%
CORE BOND FUND	—	—	—	$5.6M	0.4%
MID CAP EQUITY INDEX FUND	—	—	—	$4.4M	0.3%
MID CAP EQUITY INDEX FUND	—	—	—	$4.1M	0.3%
CORE BOND FUND	—	—	—	$4.0M	0.3%
EQUITY INDEX FUND	—	—	—	$3.8M	0.3%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$3.5M	0.3%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$3.5M	0.3%
MID CAP EQUITY INDEX FUND	—	—	—	$3.3M	0.3%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$3.2M	0.3%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$3.2M	0.3%
CORE PLUS BOND FUND	—	—	—	$3.1M	0.3%
CORE BOND FUND	—	—	—	$3.0M	0.2%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$2.6M	0.2%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$2.6M	0.2%
SMALL CAP EQUITY INDEX FUND	—	—	—	$2.2M	0.2%
CORE BOND FUND	—	—	—	$2.1M	0.2%
SMALL CAP EQUITY INDEX FUND	—	—	—	$2.1M	0.2%
MID CAP EQUITY INDEX FUND	—	—	—	$2.1M	0.2%
EQUITY INDEX FUND	—	—	—	$2.0M	0.2%
CORE PLUS BOND FUND	—	—	—	$1.9M	0.2%
CORE PLUS BOND FUND	—	—	—	$1.9M	0.1%
EAFE EQUITY INDEX FUND	—	—	—	$1.8M	0.1%
MID CAP EQUITY INDEX FUND	—	—	—	$1.7M	0.1%
SMALL CAP EQUITY INDEX FUND	—	—	—	$1.7M	0.1%
HIGH YIELD FUND	—	—	—	$1.6M	0.1%
CORE PLUS BOND FUND	—	—	—	$1.6M	0.1%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$1.6M	0.1%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$1.6M	0.1%
U.S. REIT INDEX FUND	—	—	—	$1.5M	0.1%
LIQUIDITY FUND	—	—	—	$1.4M	0.1%
U.S. REIT INDEX FUND	—	—	—	$1.4M	0.1%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$1.3M	0.1%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$1.3M	0.1%
LIQUIDITY FUND	—	—	—	$1.3M	0.1%
U.S. REIT INDEX FUND	—	—	—	$1.1M	<0.1%
CORE BOND FUND	—	—	—	$1.0M	<0.1%
SMALL CAP EQUITY INDEX FUND	—	—	—	$1.0M	<0.1%
LIQUIDITY FUND	—	—	—	$1.0M	<0.1%
CORE PLUS BOND FUND	—	—	—	$996K	<0.1%
EAFE EQUITY INDEX FUND	—	—	—	$958K	<0.1%
HIGH YIELD FUND	—	—	—	$943K	<0.1%
INFLATION MANAGED BOND FUND	—	—	—	$891K	<0.1%
SMALL CAP EQUITY INDEX FUND	—	—	—	$869K	<0.1%
LIQUIDITY FUND	—	—	—	$783K	<0.1%
U.S. REIT INDEX FUND	—	—	—	$703K	<0.1%
CORE BOND FUND	—	—	—	$645K	<0.1%
LIQUIDITY FUND	—	—	—	$640K	<0.1%
U.S. REIT INDEX FUND	—	—	—	$587K	<0.1%
LIQUIDITY FUND	—	—	—	$567K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$565K	<0.1%
CORE BOND FUND	—	—	—	$538K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$537K	<0.1%
HIGH YIELD FUND	—	—	—	$507K	<0.1%
MID CAP EQUITY INDEX FUND	—	—	—	$500K	<0.1%
INFLATION MANAGED BOND FUND	—	—	—	$479K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$412K	<0.1%
LIQUIDITY FUND	—	—	—	$410K	<0.1%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$326K	<0.1%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$326K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$321K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$295K	<0.1%
SMALL CAP EQUITY INDEX FUND	—	—	—	$277K	<0.1%
HIGH YIELD FUND	—	—	—	$275K	<0.1%
MID CAP EQUITY INDEX FUND	—	—	—	$269K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$236K	<0.1%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$176K	<0.1%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$175K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$173K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$170K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$153K	<0.1%
SMALL CAP EQUITY INDEX FUND	—	—	—	$149K	<0.1%
U.S. REIT INDEX FUND	—	—	—	$144K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$142K	<0.1%
LIQUIDITY OPTIMIZED HIGH YIELD FUND	—	—	—	$127K	<0.1%
JPMCB SR PB 2065 CFA JP MORGAN CHASE BANK, N.A. · EIN 92-0285683 / PN 001	Common Collective Trust	—	—	$104K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$94K	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$79K	<0.1%
U.S. REIT INDEX FUND	—	—	—	$77K	<0.1%
EQUITY INDEX FUND	—	—	—	$51K	<0.1%
EAFE EQUITY INDEX FUND	—	—	—	$24K	<0.1%
MID CAP EQUITY INDEX FUND	—	—	—	$6K	<0.1%
CORE PLUS BOND FUND	—	—	—	$5K	<0.1%
EMERGING MARKETS EQUITY INDEX FUND	—	—	—	$4K	<0.1%
EMERGING MARKETS RESEARCH ENHANCED	—	—	—	$4K	<0.1%
SMALL CAP EQUITY INDEX FUND	—	—	—	$3K	<0.1%
FLOATING RATE INCOME FUND	—	—	—	$2K	<0.1%
U.S. REIT INDEX FUND	—	—	—	$2K	<0.1%
CORE BOND FUND	—	—	—	$2K	<0.1%
LIQUIDITY FUND	—	—	—	$2K	<0.1%
FLOATING RATE INCOME FUND	—	—	—	$777	<0.1%
HIGH YIELD FUND	—	—	—	$467	<0.1%
EMERGING MARKETS - FIXED INCOME FND	—	—	—	$260	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
GLOBAL OPPORTUNITIES FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
SHORT DURATION CORE PLUS FUND	—	—	—	$0	<0.1%
GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672	Common Collective Trust	—	—	$0	<0.1%
MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025	Common Collective Trust	—	—	$0	<0.1%