Original filing (PDF)20251118232146NAL0003186593001

UNITED HARDWARE DISTRIBUTING CO.

Name: UNITED HARDWARE DISTRIBUTING CO. — UNITED HARDWARE DISTRIBUTING CO. NON-UNION EMPLOYEES' PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: UNITED HARDWARE DISTRIBUTING CO.

Form 5500

FILING_RECEIVED

UNITED HARDWARE DISTRIBUTING CO. NON-UNION EMPLOYEES' PENSION PLAN AND TRUST

Defined-benefit pension plan

Signals · 3

Late filing · 0.1 mo73% in single holding~79 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

How this plan invests

This plan

2 pooled trusts

Schedule D

2 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

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Filed 0.1 months past the 10.5-month grace window.
Top holding "[DFE: LEGAL & GENERAL S&P 500 DC COL. TF (no filing on disk)]" is 73% of plan.
79 bps in Schedule C fees — 53% above peer band of 52 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED HARDWARE DISTRIBUTING CO..

Plan sponsor

Name

UNITED HARDWARE DISTRIBUTING CO.

EIN

41-0640978

Address

6655 WEDGWOOD RD N · STE. 170 · MAPLE GROVE, MN · 55311

Phone

(763) 559-1800

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

2025-11-19

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

MH CPA PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER INVESTMENTS LLC	—	BOSTON, MA	NONE	$47K	—
DELOITTE CONSULTING LLP	06-1454513	—	NONE	$19K	—
US BANK NATIONAL ASSOCIATION	31-0841368	—	NONE	$10K	—

Investments

2 pooled funds· $1.4M(14% 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.

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	LEGAL & GENERAL S&P 500 DC COL. TF LEGAL & GENERAL INVESTMENT · EIN 20-8058531 / PN 001	Common Collective Trust	—	—	$1.0M	10.4%
	WELLINGTON CLTV INVT FUND II SMID C WELLINGTON TRUST COMPANY NA · EIN 04-6913417 / PN 151	Common Collective Trust	—	—	$368K	3.8%